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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 %
AWM
776
Aberdeen Wealth Management
Illinois
$12K +$12K +810 New
GAM
777
Gemmer Asset Management
California
$11K -$76.7K -4,980 -87%
KPCM
778
Kings Point Capital Management
New York
$11K +$11K +732 New
ACA
779
Atlas Capital Advisors
Wyoming
$9.82K +$9.82K +648 New
SWM
780
Selective Wealth Management
Virginia
$9K -$10.6K -714 -54%
LDFR
781
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
HCM
782
Horrell Capital Management
Arkansas
$9K – – –
CAL
783
Capital Analysts LLC
Pennsylvania
$9K +$9K +564 New
PFO
784
Pathstone Family Office
New Jersey
$7K – – –
CFGS
785
Concourse Financial Group Securities
Alabama
$7K +$3.5K +222 +100%
MAM
786
Meeder Asset Management
Ohio
$6K +$6K +420 New
FWM
787
Focused Wealth Management
New York
$5K +$2.69K +174 +116%
TLFA
788
True Link Financial Advisors
California
$5K +$5K +300 New
COCM
789
Charter Oak Capital Management
New Hampshire
$5K +$5K +312 New
APWA
790
Atlas Private Wealth Advisors
New Jersey
$5K +$5K +336 New
IA
791
Inspire Advisors
Idaho
$4K +$4K +246 New
IPW
792
IronBridge Private Wealth
Texas
$4K +$4K +258 New
GFPC
793
Global Financial Private Client
Florida
$2.91K +$2.91K +192 New
GEA
794
Glen Eagle Advisors
New Jersey
$2.37K – – –
TFGT
795
TS Financial Group (TSFG)
Illinois
$2K – – –
CCMW
796
Cypress Capital Management (Wyoming)
Wyoming
$2K – – –
CMA
797
Cedar Mountain Advisors
Oregon
$2K – – –
GA
798
GoalVest Advisory
New York
$2K +$2K +102 New
Qube Research & Technologies (QRT)
799
Qube Research & Technologies (QRT)
United Kingdom
$2K +$2K +132 New
FCAS
800
First Command Advisory Services
Texas
$2K +$2K +138 New
30 31
32
33 34