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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
1
Charles Schwab Investment Advisory
California
$5.26B
2
Charles Schwab
2
Charles Schwab
California
$1.38B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$172M
5
WANY
5
Wealthspire Advisors (New York)
New York
$44.6M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$1.35B
2
FMP
2
Financial Management Professionals
Texas
$28.5M
3
5L
3
55I LLC
Massachusetts
$8.04M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
UBS Group
5
UBS Group
Switzerland
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
51
Towercrest Capital Management
Pennsylvania
$37.7M -$899K -59,274 -2%
MTC
52
Matrix Trust Company
Colorado
$37.7M -$351K -23,124 -0.9%
RA
53
Riversedge Advisors
Delaware
$37.6M +$1.1M +72,852 +3%
Truist Financial
54
Truist Financial
North Carolina
$36.8M -$7.68M -506,772 -17%
BPA
55
Beacon Pointe Advisors
California
$36.2M +$1.02M +67,020 +3%
CMP
56
Courage Miller Partners
Virginia
$35.4M -$1.94M -127,920 -5%
JIP
57
Jaffetilchin Investment Partners
Florida
$34.3M +$4.85M +319,932 +16%
SAF
58
Smith Anglin Financial
Texas
$33.8M +$33.8M +2,227,842 New
Morgan Stanley
59
Morgan Stanley
New York
$33M +$3.19M +210,642 +11%
JIC
60
Johnson Investment Counsel
Ohio
$33M +$3.65M +240,864 +12%
AA
61
Ancora Advisors
Ohio
$32.9M -$174K -11,472 -0.5%
FWM
62
Frontier Wealth Management
Missouri
$31.5M -$1.78M -117,462 -5%
MW
63
Marcum Wealth
Ohio
$30.9M +$10.3M +681,840 +50%
BO
64
BRR OpCo
Ohio
$30.8M +$1.52M +100,266 +5%
CCM
65
Ciovacco Capital Management
Georgia
$30.7M +$30.7M +2,024,340 New
BMM
66
Buffington Mohr McNeal
Idaho
$29.3M +$107K +7,044 +0.4%
OWM
67
Orgel Wealth Management
Wisconsin
$28.7M +$1.74M +114,984 +6%
FMP
68
Financial Management Professionals
Texas
$28.5M -$34.2M -2,258,238 -55%
AIA
69
Arcadia Investment Advisors
Idaho
$28.1M +$423K +27,912 +2%
Bank of America
70
Bank of America
North Carolina
$27.8M -$4.42M -291,450 -14%
KBFS
71
Kohmann Bosshard Financial Services
Ohio
$27.6M -$4.82M -309,348 -15%
MI
72
Moneywise Inc
Virginia
$27.5M +$167K +10,992 +0.6%
IAS
73
IMA Advisory Services
Colorado
$26.7M +$629K +41,520 +2%
PAG
74
Pinnacle Advisory Group
Maryland
$26.4M +$1.21M +79,662 +5%
CG
75
Colony Group
Massachusetts
$26.1M -$229K -15,084 -0.9%
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