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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.

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
KOC
3
Koss-Olinger Consulting
Florida
$83.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$188M
5
AWS
5
AJ Wealth Strategies
New York
$197M

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 Market Value Shares Shares
Change 		Shares
Change %
MW
51
Marcum Wealth
Ohio
$40.3M 419,663 +79,690 +23%
MTC
52
Matrix Trust Company
Colorado
$39.2M 408,551 -5,507 -1%
JIC
53
Johnson Investment Counsel
Ohio
$38.4M 399,857 +36,875 +10%
PRS
54
Pinkerton Retirement Specialists
Idaho
$38.3M 398,443 -100,139 -20%
BPA
55
Beacon Pointe Advisors
California
$37.9M 394,581 -3,449 -0.9%
RA
56
Riversedge Advisors
Delaware
$37.3M 388,198 -24,873 -6%
FWM
57
Frontier Wealth Management
Missouri
$37.1M 385,852 +39,799 +12%
CMP
58
Courage Miller Partners
Virginia
$36.7M 381,830 -7,015 -2%
JIP
59
Jaffetilchin Investment Partners
Florida
$36.2M 377,342 +66 +0%
CCM
60
Ciovacco Capital Management
Georgia
$36.2M 375,142 +37,752 +11%
Morgan Stanley
61
Morgan Stanley
New York
$35.7M 372,026 +9,033 +2%
AA
62
Ancora Advisors
Ohio
$34.7M 361,633 +283 +0.1%
KBFS
63
Kohmann Bosshard Financial Services
Ohio
$33.7M 351,068 +56,095 +19%
BO
64
BRR OpCo
Ohio
$32.8M 341,191 +2,874 +0.8%
BMM
65
Buffington Mohr McNeal
Idaho
$32M 332,865 +11,137 +3%
OWM
66
Orgel Wealth Management
Wisconsin
$31.7M 329,819 +14,642 +5%
PAG
67
Pinnacle Advisory Group
Maryland
$30.4M 316,817 +26,884 +9%
CWM
68
Curi Wealth Management
North Carolina
$30M 312,152 +40,310 +15%
BCI
69
Brinker Capital Investments
Pennsylvania
$29.6M 307,808 +307,808 New
AIA
70
Arcadia Investment Advisors
Idaho
$29.5M 307,153 -1,261 -0.4%
MI
71
Moneywise Inc
Virginia
$29M 301,705 -385 -0.1%
IAS
72
IMA Advisory Services
Colorado
$28.5M 296,752 +3,658 +1%
FMP
73
Financial Management Professionals
Texas
$28.4M 296,029 -17,369 -6%
AP
74
Appleton Partners
Massachusetts
$28.2M 293,822 +17,584 +6%
RCIM
75
Red Cedar Investment Management
Michigan
$27.6M 287,230 -314,768 -52%
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