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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
$5.26B
2
Charles Schwab
Charles Schwab
California
$1.38B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$121M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M
5
WANY
Wealthspire Advisors (New York)
New York
$44.6M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$1.35B
2
FMP
Financial Management Professionals
Texas
$28.5M
3
5L
55I LLC
Massachusetts
$8.04M
4
BCI
Brinker Capital Investments
Pennsylvania
$0
5
UBS Group
UBS Group
Switzerland
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPG
676
Resource Planning Group
Georgia
$228K -$11.6K -768 -5%
MWA
677
MFA Wealth Advisors
Pennsylvania
$228K +$228K +15,048 New
PWAP
678
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$227K -$2.55K -168 -1%
FLA
679
Financial Life Advisors
Texas
$227K – – –
FM
680
Foster & Motley
Ohio
$226K -$65.7K -4,326 -23%
Koshinski Asset Management
681
Koshinski Asset Management
Illinois
$224K -$823K -54,258 -79%
SFS
682
Sowell Financial Services
Arkansas
$224K +$87K +5,754 +64%
GWM
683
Geneos Wealth Management
Colorado
$223K +$39.5K +3,558 +22%
SBSB
684
Sullivan, Bruyette, Speros & Blaney
Virginia
$217K -$37.7K -2,484 -15%
PK
685
Pflug Koory
Nebraska
$217K – – –
HIM
686
Harbour Investment Management
Washington
$215K +$215K +14,154 New
PWPS
687
Pinnacle Wealth Planning Services
Ohio
$213K +$213K +14,034 New
JAG
688
Journey Advisory Group
Kentucky
$212K +$212K +14,004 New
TIA
689
Tiemann Investment Advisors
California
$212K +$212K +14,010 New
CTC
690
Central Trust Company
Missouri
$208K -$4.1K -270 -2%
AC
691
AlphaCore Capital
California
$208K – – –
CDIA
692
Capital Directions Investment Advisors
Georgia
$207K – – –
MWM
693
MBE Wealth Management
Wisconsin
$206K +$206K +13,590 New
W
694
Wealthquest
Ohio
$205K -$88.7K -5,862 -30%
SS
695
Sunbelt Securities
Texas
$205K +$205K +13,500 New
SIMM
696
Stillwater Investment Management (Minnesota)
Minnesota
$205K +$205K +13,524 New
CT
697
Cambridge Trust
Massachusetts
$203K +$203K +13,416 New
TFS
698
Thoroughbred Financial Services
Tennessee
$202K +$202K +13,332 New
CCG
699
Chatham Capital Group
Georgia
$202K +$202K +13,350 New
Comerica Bank
700
Comerica Bank
Texas
$201K -$27.3K -1,752 -12%
26 27
28
29 30