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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

808 hedge funds and large institutions have $16.3B invested in Schwab US Large- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 285 increasing their positions, 306 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
+75
Holders Change %
+10.23%
% of All Funds
14.34%
Holding in Top 10
153
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
2.71%
New
118
Increased
285
Reduced
306
Closed
31
Calls
$2.07M
Puts
$320K
Net Calls
+$1.75M
Net Calls Change
+$2.44M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$182M
2
Charles Schwab
Charles Schwab
California
+$106M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$51.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$46.3M
5
WANY
Wealthspire Advisors (New York)
New York
+$44.6M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$222M
2
FMP
Financial Management Professionals
Texas
-$34.2M
3
5L
55I LLC
Massachusetts
-$31M
4
BCI
Brinker Capital Investments
Pennsylvania
-$27.2M
5
UBS Group
UBS Group
Switzerland
-$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
651
Waldron Private Wealth
Pennsylvania
$268K – – –
PLFAM
652
Pineno Levin & Ford Asset Management
Virginia
$267K +$38.7K +2,550 +17%
RSWM
653
Robertson Stephens Wealth Management
California
$266K -$22.4K -1,482 -8%
HCMT
654
Highland Capital Management (Tennessee)
Tennessee
$264K – – –
HHGA
655
Halbert Hargrove Global Advisors
California
$264K – – –
HGWM
656
Horst & Graben Wealth Management
Oregon
$263K +$818 +54 +0.3%
LF
657
LifeSteps Financial
California
$258K -$18.4K -1,218 -7%
MAG
658
Mayfair Advisory Group
Alabama
$255K -$123K -8,100 -32%
NFC
659
Northeast Financial Consultants
Connecticut
$255K – – –
KA
660
Kovack Advisors
Florida
$255K +$255K +16,830 New
GWA
661
GGM Wealth Advisors
Maryland
$250K +$250K +16,254 New
TP
662
Tranquility Partners
Tennessee
$248K – – –
TCM
663
Tradewinds Capital Management
Washington
$246K -$3.16M -208,872 -93%
HWA
664
Heartwood Wealth Advisors
Virginia
$246K -$13.7K -906 -5%
MG
665
McCutchen Group
Washington
$243K – – –
CA
666
Cambridge Advisors
Nebraska
$240K – – –
MSR
667
Main Street Research
Connecticut
$237K +$237K +15,606 New
PFA
668
Plotkin Financial Advisors
Maryland
$236K – – –
RIS
669
Retirement Income Solutions
Michigan
$236K +$236K +15,588 New
GG
670
Gofen & Glossberg
Illinois
$236K +$236K +15,594 New
LB
671
Leo Brokerage
Texas
$235K +$235K +15,486 New
SI
672
Shaker Investments
Ohio
$234K +$8.09K +534 +4%
BWA
673
Beam Wealth Advisors
Louisiana
$233K +$233K +15,396 New
ACA
674
Affinity Capital Advisors
California
$230K -$35K -2,304 -13%
GA
675
Gateway Advisory
New Jersey
$230K – – –
25 26
27
28 29