SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

835 hedge funds and large institutions have $17.6B invested in Schwab US Large- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 318 increasing their positions, 328 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+27
Holders Change %
+3.34%
% of All Funds
14.7%
Holding in Top 10
146
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.58%
% of All Funds
2.57%
New
72
Increased
318
Reduced
328
Closed
38
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$22K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.84B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$285M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$188M
4
AWS
4
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
5
Charles Schwab
California
$1.49B

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M
2
PFG
2
Piershale Financial Group
Illinois
$21.9M
3
RCIM
3
Red Cedar Investment Management
Michigan
$27.6M
4
SAF
4
Smith Anglin Financial
Texas
$7.35M
5
AssetMark Inc
5
AssetMark Inc
California
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
651
NWAM LLC
Washington
$305K -$125K -7,788 -29%
TSS
652
Two Sigma Securities
New York
$302K +$302K +18,858 New
EWM
653
Evercore Wealth Management
New York
$295K +$11.6K +726 +4%
KA
654
Kovack Advisors
Florida
$294K +$24.8K +1,548 +9%
CWP
655
Capital Wealth Planning
Florida
$284K -$118K -7,398 -29%
WPW
656
Waldron Private Wealth
Pennsylvania
$283K – – –
LB
657
Leo Brokerage
Texas
$283K +$35.3K +2,208 +14%
HCMT
658
Highland Capital Management (Tennessee)
Tennessee
$279K – – –
GVAG
659
Great Valley Advisor Group
Delaware
$277K -$113K -7,086 -29%
BAM
660
Bellevue Asset Management
Washington
$275K -$1.93K -120 -0.7%
VBFG
661
Vishria Bird Financial Group
Tennessee
$273K -$39K -2,436 -13%
LF
662
LifeSteps Financial
California
$273K – – –
HGWM
663
Horst & Graben Wealth Management
Oregon
$272K -$6.15K -384 -2%
ZF
664
Zhang Financial
Michigan
$272K +$272K +17,016 New
SEIA
665
Signature Estate & Investment Advisors
California
$271K +$271K +16,944 New
Koshinski Asset Management
666
Koshinski Asset Management
Illinois
$270K +$33.4K +2,088 +14%
NFC
667
Northeast Financial Consultants
Connecticut
$269K – – –
SWIG
668
Strategic Wealth Investment Group
Kentucky
$266K +$266K +16,644 New
FMII
669
Farmers & Merchants Investments Inc
Nebraska
$262K +$62.1K +3,876 +31%
MAG
670
Mayfair Advisory Group
Alabama
$261K -$11.9K -732 -4%
ECM
671
Evergreen Capital Management
Washington
$260K +$260K +16,230 New
NHC
672
Nicholas Hoffman & Company
Georgia
$259K -$43.5K -2,712 -14%
PFA
673
Pinnacle Family Advisors
Missouri
$258K -$101K -6,330 -28%
TCWA
674
Ten Capital Wealth Advisors
Washington
$258K +$258K +16,158 New
MG
675
McCutchen Group
Washington
$256K – – –
25 26
27
28 29