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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 %
ARMC
751
American Research & Management Company
Massachusetts
$44K +$44K +2,874 New
BWM
752
Baystate Wealth Management
Massachusetts
$42K – – –
BFEC
753
Benjamin F. Edwards & Company
Missouri
$42K – – –
APA
754
American Portfolios Advisors
New York
$41.1K -$126K -8,298 -75%
FF
755
FourThought Financial
Florida
$40K +$40K +2,682 New
AW
756
Avion Wealth
Texas
$39K – – –
GG
757
Gleason Group
Kentucky
$37K -$1.47K -96 -4%
PMFA
758
Plante Moran Financial Advisors
Michigan
$36K +$28.5K +1,866 +379%
BWP
759
Baldwin Wealth Partners
Massachusetts
$32K – – –
FP
760
Financial Perspectives
Minnesota
$31.8K – – –
LB
761
Legacy Bridge
Iowa
$31K – – –
GI
762
Gradient Investments
Minnesota
$31K – – –
DI
763
Disciplined Investments
Oklahoma
$29K -$5.46K -360 -16%
IRAG
764
Investment Research & Advisory Group
Georgia
$25K – – –
HWM
765
HighMark Wealth Management
Minnesota
$25K +$92 +6 +0.4%
AWM
766
Atticus Wealth Management
Florida
$22K +$2.5K +168 +13%
TFM
767
TFC Financial Management
Massachusetts
$20K -$16.3K -1,050 -45%
APW
768
Acima Private Wealth
Virginia
$20K +$20K +1,338 New
PGAM
769
Princeton Global Asset Management
New Jersey
$19K +$93 +6 +0.5%
CWM
770
Cedar Wealth Management
California
$18K +$13.5K +900 +300%
NDSI
771
Newman Dignan & Sheerar Inc
Rhode Island
$15.4K +$377 +24,840 +3%
JHCP
772
Jackson Hole Capital Partners
Oklahoma
$14K – – –
HS
773
Horan Securities
United States
$13K +$13K +870 New
OAJ
774
Ogorek Anthony Joseph
New York
$12K – – –
AAP
775
Arax Advisory Partners
Colorado
$12K – – –
29 30
31
32 33