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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
1
Charles Schwab Investment Advisory
California
$6.6B
2
Charles Schwab
2
Charles Schwab
California
$1.69B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$269M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$371M
5
KOC
5
Koss-Olinger Consulting
Florida
$129M

Top Sellers

1
GSAM
1
Grant Street Asset Management
Pennsylvania
$857K
2
BHB
2
Bank Hapoalim BM
Israel
$10.4M
3
FMP
3
Financial Management Professionals
Texas
$11.5M
4
RCIM
4
Red Cedar Investment Management
Michigan
$16.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
51
Parsec Financial Management
North Carolina
$43M -$2.32M -133,650 -5%
PRS
52
Pinkerton Retirement Specialists
Idaho
$42.5M +$1.06M +60,966 +3%
JIC
53
Johnson Investment Counsel
Ohio
$41.9M +$343K +19,770 +0.8%
MTC
54
Matrix Trust Company
Colorado
$41.3M -$1.16M -67,170 -3%
Morgan Stanley
55
Morgan Stanley
New York
$40.2M +$1.47M +85,032 +4%
RA
56
Riversedge Advisors
Delaware
$39.8M -$534K -30,792 -1%
FWM
57
Frontier Wealth Management
Missouri
$39.7M -$445K -25,662 -1%
BPA
58
Beacon Pointe Advisors
California
$39.6M -$1.38M -79,908 -3%
CMP
59
Courage Miller Partners
Virginia
$39.6M -$149K -8,604 -0.4%
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$38M +$1.54M +88,590 +4%
NRI
61
NFP Retirement Inc
California
$37.9M +$16M +924,840 +73%
CWM
62
Curi Wealth Management
North Carolina
$36.9M +$4.41M +254,718 +14%
WANY
63
Wealthspire Advisors (New York)
New York
$36.6M -$9.23M -532,620 -20%
AA
64
Ancora Advisors
Ohio
$36.4M -$1.22M -70,554 -3%
BMM
65
Buffington Mohr McNeal
Idaho
$35.8M +$1.15M +66,078 +3%
BO
66
BRR OpCo
Ohio
$35.7M +$188K +10,830 +0.5%
OWM
67
Orgel Wealth Management
Wisconsin
$35M +$662K +38,226 +2%
AIA
68
Arcadia Investment Advisors
Idaho
$32.4M +$438K +25,248 +1%
IAS
69
IMA Advisory Services
Colorado
$31.3M +$416K +24,018 +1%
AP
70
Appleton Partners
Massachusetts
$31M +$423K +24,414 +1%
VNA
71
Valley National Advisers
Pennsylvania
$30.9M +$3.34M +192,588 +12%
BCI
72
Brinker Capital Investments
Pennsylvania
$30.8M -$1.17M -67,644 -4%
MI
73
Moneywise Inc
Virginia
$30.6M -$742K -42,840 -2%
AAMA
74
Advanced Asset Management Advisors
Ohio
$29.3M – – –
CST
75
Charles Schwab Trust
Nevada
$28.9M +$1.21M +69,900 +4%
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3
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