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 %
TIA
701
Tiemann Investment Advisors
California
$224K – – –
JAG
702
Journey Advisory Group
Kentucky
$223K -$863 -54 -0.4%
SIMM
703
Stillwater Investment Management (Minnesota)
Minnesota
$223K +$6.25K +390 +3%
GSC
704
Ground Swell Capital
South Carolina
$222K +$222K +13,860 New
SL
705
Savior LLC
Massachusetts
$221K +$12.4K +774 +6%
BP
706
BCK Partners
New York
$221K +$221K +13,158 New
DACG
707
Donor Advised Charitable Giving
California
$221K +$221K +13,794 New
MWM
708
MBE Wealth Management
Wisconsin
$218K – – –
CCG
709
Chatham Capital Group
Georgia
$214K – – –
Fisher Asset Management
710
Fisher Asset Management
Washington
$212K -$834K -51,996 -80%
EA
711
Elm Advisors
California
$211K – – –
PCMK
712
Paragon Capital Management (Kansas)
Kansas
$211K +$211K +12,492 New
CT
713
Cambridge Trust
Massachusetts
$209K -$5.27K -330 -2%
MWM
714
Modera Wealth Management
New Jersey
$208K +$208K +12,972 New
RG
715
Rikoon Group
New Mexico
$206K +$206K +12,894 New
JPMorgan Chase & Co
716
JPMorgan Chase & Co
New York
$205K +$22.2K +1,392 +12%
JLBC
717
J.L. Bainbridge & Co
Florida
$205K +$205K +12,804 New
CWM
718
Cadence Wealth Management
Massachusetts
$204K +$204K +12,744 New
AIIMS
719
Analyst IMS Investment Management Services
Israel
$202K +$202K +12,600 New
PMFA
720
Plante Moran Financial Advisors
Michigan
$200K +$162K +10,140 +430%
CIM
721
Contravisory Investment Management
Massachusetts
$192K -$351K -21,906 -65%
ARIS
722
Advanced Research Investment Solutions
California
$192K – – –
CIAS
723
Capital Investment Advisory Services
North Carolina
$188K +$64.7K +4,032 +52%
SIM
724
Sonora Investment Management
Arizona
$186K -$25K -1,560 -12%
PWMG
725
Prestige Wealth Management Group
New Jersey
$181K -$567K -35,352 -76%
27 28
29
30 31