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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
$6.6B
2
Charles Schwab
Charles Schwab
California
$1.69B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$269M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$371M
5
KOC
Koss-Olinger Consulting
Florida
$129M

Top Sellers

1
GSAM
Grant Street Asset Management
Pennsylvania
$857K
2
BHB
Bank Hapoalim BM
Israel
$10.4M
3
FMP
Financial Management Professionals
Texas
$11.5M
4
RCIM
Red Cedar Investment Management
Michigan
$16.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
701
Gries Financial
Ohio
$263K – – –
GA
702
Gateway Advisory
New Jersey
$263K – – –
FLA
703
Financial Life Advisors
Texas
$260K – – –
TCM
704
Tradewinds Capital Management
Washington
$259K -$4.16K -240 -2%
SSCA
705
South Shore Capital Advisors
Massachusetts
$259K – – –
FMWA
706
Forvis Mazars Wealth Advisors
Missouri
$259K +$259K +14,928 New
SW
707
SteelPeak Wealth
California
$258K – – –
PCA
708
Pallas Capital Advisors
Massachusetts
$256K +$256K +14,388 New
GC
709
Gratus Capital
Georgia
$255K +$255K +14,736 New
FM
710
Foster & Motley
Ohio
$254K -$4.58K -264 -2%
MG
711
McCutchen Group
Washington
$251K -$26K -1,500 -9%
PK
712
Pflug Koory
Nebraska
$248K – – –
M
713
MOTCO
Texas
$246K +$119K +6,894 +94%
HIM
714
Harbour Investment Management
Washington
$245K – – –
BC
715
Barnett & Company
Tennessee
$244K -$126K -7,242 -34%
SIMM
716
Stillwater Investment Management (Minnesota)
Minnesota
$244K +$2.91K +168 +1%
MCM
717
Maple Capital Management
Vermont
$241K +$241K +13,368 New
DACG
718
Donor Advised Charitable Giving
California
$240K +$625 +36 +0.3%
SI
719
Stephens Inc
Arkansas
$240K +$240K +13,842 New
Comerica Bank
720
Comerica Bank
Texas
$238K -$10.4K -588 -4%
TIA
721
Tiemann Investment Advisors
California
$238K -$5.21K -300 -2%
RSWM
722
Robertson Stephens Wealth Management
California
$235K -$11.6K -672 -5%
MWM
723
MBE Wealth Management
Wisconsin
$235K – – –
GW
724
GW & Wade
Massachusetts
$234K -$117K -6,750 -33%
CCG
725
Chatham Capital Group
Georgia
$231K – – –
27 28
29
30 31