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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 %
GVAG
676
Great Valley Advisor Group
Delaware
$301K +$15.2K +918 +5%
TP
677
Tranquility Partners
Tennessee
$297K -$59.8K -3,450 -17%
GBT
678
Grove Bank & Trust
Florida
$297K +$297K +17,118 New
RPG
679
Resource Planning Group
Georgia
$297K +$297K +17,148 New
LF
680
LifeSteps Financial
California
$295K – – –
NFC
681
Northeast Financial Consultants
Connecticut
$291K – – –
RIM
682
Regent Investment Management
Kentucky
$290K +$18.7K +1,080 +7%
SEIA
683
Signature Estate & Investment Advisors
California
$289K -$4.57K -264 -2%
BAM
684
Bellevue Asset Management
Washington
$286K -$10.4K -600 -4%
CA
685
Cambridge Advisors
Nebraska
$285K +$11.5K +666 +4%
FMII
686
Farmers & Merchants Investments Inc
Nebraska
$283K – – –
ECM
687
Evergreen Capital Management
Washington
$281K +$104 +6 +0%
NHC
688
Nicholas Hoffman & Company
Georgia
$281K +$521 +30 +0.2%
CWA
689
Clarity Wealth Advisors
California
$276K -$105K -6,048 -28%
PFA
690
Pinnacle Family Advisors
Missouri
$276K -$3.02K -174 -1%
MAG
691
Mayfair Advisory Group
Alabama
$276K -$2.6K -150 -0.9%
RIS
692
Retirement Income Solutions
Michigan
$270K – – –
FBFS
693
First Business Financial Services
Wisconsin
$270K +$270K +15,588 New
PFA
694
Plotkin Financial Advisors
Maryland
$270K – – –
FTUS
695
Flow Traders U.S.
New York
$269K +$269K +15,534 New
HWA
696
Heartwood Wealth Advisors
Virginia
$265K – – –
RTS
697
Round Table Services
New Jersey
$265K +$265K +15,282 New
CL
698
Choreo LLC
Illinois
$265K +$265K +15,300 New
William Blair & Company
699
William Blair & Company
Illinois
$264K -$10.6K -612 -4%
PCM
700
Parsons Capital Management
Rhode Island
$264K – – –
26 27
28
29 30