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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 %
IAA
726
Independent Advisor Alliance
North Carolina
$230K -$119K -6,846 -34%
BWM
727
BT Wealth Management
Georgia
$229K -$113K -6,540 -33%
FFWM
728
Future Financial Wealth Management
Ohio
$228K -$256K -14,772 -53%
EA
729
Elm Advisors
California
$228K – – –
CT
730
Cambridge Trust
Massachusetts
$227K – – –
GWM
731
Geneos Wealth Management
Colorado
$225K -$127K -7,266 -36%
JPMorgan Chase & Co
732
JPMorgan Chase & Co
New York
$224K +$1.46K +84 +0.7%
JLBC
733
J.L. Bainbridge & Co
Florida
$222K – – –
TI
734
Trexquant Investment
Connecticut
$222K +$222K +12,810 New
CDIA
735
Capital Directions Investment Advisors
Georgia
$220K +$220K +12,702 New
BP
736
BCK Partners
New York
$219K -$8.94K -516 -4%
AIIMS
737
Analyst IMS Investment Management Services
Israel
$218K – – –
UB
738
UMB Bank
Missouri
$218K +$218K +12,600 New
PMFA
739
Plante Moran Financial Advisors
Michigan
$217K +$104 +6 +0%
ARC
740
Advisor Resource Council
Texas
$216K +$216K +12,486 New
HCM
741
HM Capital Management
Missouri
$215K +$215K +12,402 New
PAMG
742
Patton Albertson Miller Group
Tennessee
$214K +$214K +12,360 New
SIAG
743
Signet Investment Advisory Group
Rhode Island
$213K -$323K -18,642 -60%
PL
744
Plancorp LLC
Missouri
$210K +$210K +12,108 New
ARIS
745
Advanced Research Investment Solutions
California
$208K – – –
NPPM
746
North Point Portfolio Managers
Ohio
$208K +$208K +12,000 New
SPIA
747
Steward Partners Investment Advisory
New York
$207K +$94.4K +5,448 +84%
FEG
748
Fund Evaluation Group
Ohio
$206K +$206K +11,874 New
SI
749
Shaker Investments
Ohio
$204K +$204K +11,778 New
ST
750
Spinnaker Trust
Maine
$203K -$140K -8,094 -41%
28 29
30
31 32