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

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$1.35B
2
FMP
Financial Management Professionals
Texas
$28.5M
3
5L
55I LLC
Massachusetts
$8.04M
4
BCI
Brinker Capital Investments
Pennsylvania
$0
5
UBS Group
UBS Group
Switzerland
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
726
IAG Wealth Partners
Wisconsin
$111K – – –
FCH
727
Freestone Capital Holdings
Washington
$111K +$110K +7,272 +15,150%
HNB
728
Huntington National Bank
Ohio
$105K – – –
CF
729
Centaurus Financial
California
$105K +$105K +6,942 New
MIM
730
Macroview Investment Management
Maryland
$102K +$19.1K +1,260 +23%
AL
731
ADE LLC
Maryland
$102K +$102K +6,702 New
BWA
732
BDO Wealth Advisors
Florida
$99K +$4.38K +288 +5%
SPIA
733
Steward Partners Investment Advisory
New York
$98K +$272 +18 +0.3%
JFGIW
734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K -$4.59K -300 -5%
POIA
735
Pin Oak Investment Advisors
Texas
$93K – – –
SIAP
736
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$92K – – –
HWA
737
HCR Wealth Advisors
California
$84K +$8.26K +546 +11%
GT
738
Glenmede Trust
Pennsylvania
$77K -$22.6K -1,500 -23%
HFA
739
HC Financial Advisors
California
$75K – – –
TRCT
740
Tower Research Capital (TRC)
New York
$73K -$705K -46,332 -91%
PAI
741
Pittenger & Anderson Inc
Nebraska
$66K +$3.63K +240 +6%
EFSCE
742
Enterprise Financial Services Corp (EFSC)
Missouri
$62K – – –
CAAS
743
Capital Asset Advisory Services
Michigan
$57K +$27.5K +1,806 +93%
NFG
744
Next Financial Group
Texas
$55K -$39.6K -2,598 -42%
CIAS
745
CBIZ Investment Advisory Services
Ohio
$55K -$108K – –
Rockefeller Capital Management
746
Rockefeller Capital Management
New York
$50K – – –
CWC
747
Carolinas Wealth Consulting
North Carolina
$46K – – –
ST
748
Smithfield Trust
Pennsylvania
$46K – – –
EPM
749
Elm Partners Management
Pennsylvania
$44K – – –
HI
750
Hoey Investments
Pennsylvania
$44K – – –
28 29
30
31 32