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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 %
BWA
676
Beam Wealth Advisors
Louisiana
$254K +$7.59K +474 +3%
William Blair & Company
677
William Blair & Company
Illinois
$253K -$470K -29,388 -65%
CA
678
Cambridge Advisors
Nebraska
$253K -$1.25K -78 -0.5%
CTC
679
Central Trust Company
Missouri
$251K +$31.8K +1,986 +15%
RIM
680
Regent Investment Management
Kentucky
$251K +$38.5K +2,400 +18%
PFA
681
Plotkin Financial Advisors
Maryland
$249K – – –
RIS
682
Retirement Income Solutions
Michigan
$249K – – –
HWA
683
Heartwood Wealth Advisors
Virginia
$245K -$15.3K -954 -6%
GG
684
Gofen & Glossberg
Illinois
$245K -$4.41K -276 -2%
PCM
685
Parsons Capital Management
Rhode Island
$244K -$93.8K -5,850 -28%
GF
686
Gries Financial
Ohio
$244K +$244K +14,802 New
TCM
687
Tradewinds Capital Management
Washington
$243K -$16.9K -1,056 -6%
GA
688
Gateway Advisory
New Jersey
$242K – – –
FLA
689
Financial Life Advisors
Texas
$240K – – –
PPA
690
Parametric Portfolio Associates
Washington
$239K -$210K -13,128 -47%
FM
691
Foster & Motley
Ohio
$239K +$481 +30 +0.2%
SSCA
692
South Shore Capital Advisors
Massachusetts
$239K +$239K +14,958 New
SW
693
SteelPeak Wealth
California
$238K -$50.6K -3,162 -18%
HR
694
Howe & Rusling
New York
$237K -$132K -8,250 -36%
Comerica Bank
695
Comerica Bank
Texas
$236K +$18.7K +1,110 +9%
LGWM
696
Litman Gregory Wealth Management
California
$234K +$26.3K +1,638 +13%
SBSB
697
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K – – –
PK
698
Pflug Koory
Nebraska
$229K – – –
RSWM
699
Robertson Stephens Wealth Management
California
$228K -$52.8K -3,300 -19%
HIM
700
Harbour Investment Management
Washington
$227K – – –
26 27
28
29 30