SCHX icon

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 %
CWM
751
Cadence Wealth Management
Massachusetts
$201K -$20K -1,152 -9%
SIM
752
Sonora Investment Management
Arizona
$201K – – –
SGK
753
Steigerwald Gordon & Koch
Virginia
$201K +$201K +11,604 New
RF
754
Robbins Farley
New Hampshire
$197K +$14.2K +822 +8%
MA
755
Montag & Associates
Georgia
$196K – – –
PWMG
756
Prestige Wealth Management Group
New Jersey
$195K – – –
CIM
757
Contravisory Investment Management
Massachusetts
$194K -$13.8K -798 -7%
RFA
758
Reilly Financial Advisors
California
$190K +$10.1K +582 +6%
PSIWM
759
Paradigm Strategies in Wealth Management
Minnesota
$181K +$415 +24 +0.2%
SB
760
Strategic Blueprint
Georgia
$177K +$177K +10,224 New
WWM
761
Wagner Wealth Management
South Carolina
$168K +$8.32K +480 +5%
PG
762
Proffitt & Goodson
Tennessee
$167K – – –
Fifth Third Bancorp
763
Fifth Third Bancorp
Ohio
$164K +$30.7K +1,770 +23%
NG
764
NWK Group
California
$158K – – –
AC
765
Arjuna Capital
North Carolina
$158K +$158K +9,120 New
FFA
766
Freedman Financial Associates
Massachusetts
$154K – – –
SWM
767
Sugarloaf Wealth Management
Georgia
$153K +$92.4K +5,322 +153%
PFBT
768
Parkside Financial Bank & Trust
Missouri
$148K – – –
EVM
769
Eaton Vance Management
Massachusetts
$145K +$84.7K +4,902 +141%
BCA
770
Berman Capital Advisors
Georgia
$144K -$9.03K -522 -6%
PAI
771
Pittenger & Anderson Inc
Nebraska
$142K +$19.7K +1,140 +16%
Bessemer Group
772
Bessemer Group
New Jersey
$141K – – –
MIM
773
Macroview Investment Management
Maryland
$141K +$8.01K +462 +6%
C
774
Certuity
Florida
$136K +$136K +73,836 New
CIAS
775
Capital Investment Advisory Services
North Carolina
$133K -$69.7K -4,032 -34%
29 30
31
32 33