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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

871 hedge funds and large institutions have $19.8B invested in Schwab US Large- Cap ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 337 increasing their positions, 323 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
Holders Change
+36
Holders Change %
+4.31%
% of All Funds
15.21%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.53%
New
73
Increased
337
Reduced
323
Closed
26
Calls
$2.7M
Puts
$426K
Net Calls
+$2.28M
Net Calls Change
+$511K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$273M
2
Charles Schwab
Charles Schwab
California
+$78.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$66.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.9M
5
KOC
Koss-Olinger Consulting
Florida
+$38.7M

Top Sellers

1
GSAM
Grant Street Asset Management
Pennsylvania
-$23.6M
2
BHB
Bank Hapoalim BM
Israel
-$20.3M
3
FMP
Financial Management Professionals
Texas
-$19.3M
4
RCIM
Red Cedar Investment Management
Michigan
-$13.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
651
ACAS LLC
California
$346K -$2.6K -150 -0.7%
LB
652
Leo Brokerage
Texas
$346K +$39.6K +2,286 +13%
PCM
653
Palouse Capital Management
Washington
$344K -$12.7K -732 -4%
MCP
654
Mirador Capital Partners
California
$338K -$41.8K -2,412 -11%
BDF
655
Balasa Dinverno & Foltz
$337K – – –
DADC
656
D.A. Davidson & Co
Montana
$335K -$3.12K -180 -0.9%
CCM
657
Colorado Capital Management
Colorado
$333K – – –
EFL
658
ERn Financial LLC
Wisconsin
$333K +$727 +42 +0.2%
GB
659
Goepper Burkhardt
South Carolina
$329K -$96.3K -5,556 -23%
BWL
660
Beacon Wealthcare LLC
North Carolina
$329K +$329K +19,020 New
PIM
661
Penobscot Investment Management
Massachusetts
$328K -$23.9K -1,380 -7%
JIC
662
Joel Isaacson & Co
New York
$324K +$324K +18,720 New
SG
663
Swarthmore Group
Pennsylvania
$323K -$49.7K -2,868 -13%
EWM
664
Evercore Wealth Management
New York
$319K – – –
KA
665
Kovack Advisors
Florida
$319K +$624 +36 +0.2%
SL
666
Savior LLC
Massachusetts
$315K +$75.4K +4,344 +31%
VBFG
667
Vishria Bird Financial Group
Tennessee
$314K +$18.6K +1,074 +6%
CTC
668
Central Trust Company
Missouri
$312K +$40.2K +2,322 +15%
WPW
669
Waldron Private Wealth
Pennsylvania
$307K – – –
BCP
670
Blackhawk Capital Partners
Wisconsin
$307K +$307K +19,188 New
SWIG
671
Strategic Wealth Investment Group
Kentucky
$304K +$15.7K +906 +5%
ABC
672
Associated Banc-Corp
Wisconsin
$303K +$303K +17,490 New
HCMT
673
Highland Capital Management (Tennessee)
Tennessee
$302K – – –
BWA
674
Beam Wealth Advisors
Louisiana
$302K +$26.7K +1,542 +10%
TWM
675
Tradition Wealth Management
Minnesota
$301K -$42.3K -2,436 -12%
25 26
27
28 29