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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

835 hedge funds and large institutions have $17.6B invested in Schwab US Large- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 318 increasing their positions, 328 reducing their positions, and 38 closing their positions.

Holders
835
Holders Change
+27
Holders Change %
+3.34%
% of All Funds
14.7%
Holding in Top 10
146
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.58%
% of All Funds
2.57%
New
72
Increased
318
Reduced
328
Closed
38
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$22K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.84B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$285M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$188M
4
AWS
4
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
5
Charles Schwab
California
$1.49B

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M
2
PFG
2
Piershale Financial Group
Illinois
$21.9M
3
RCIM
3
Red Cedar Investment Management
Michigan
$27.6M
4
SAF
4
Smith Anglin Financial
Texas
$7.35M
5
AssetMark Inc
5
AssetMark Inc
California
$79.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
776
Benjamin F. Edwards & Company
Missouri
$44K 461 – –
FF
777
FourThought Financial
Florida
$42K 447 – –
AW
778
Avion Wealth
Texas
$41K 427 – –
GG
779
Gleason Group
Kentucky
$39K 402 -2 -0.5%
VCM
780
Vigilant Capital Management
Maine
$35K 369 +369 New
BWP
781
Baldwin Wealth Partners
Massachusetts
$34K 349 – –
DI
782
Disciplined Investments
Oklahoma
$31K 319 – –
Qube Research & Technologies (QRT)
783
Qube Research & Technologies (QRT)
United Kingdom
$31K 323 +301 +1,368%
SIS
784
Sound Income Strategies
Florida
$30.1K 313 +313 New
IRAG
785
Investment Research & Advisory Group
Georgia
$27K 277 – –
HWM
786
HighMark Wealth Management
Minnesota
$26K 271 – –
HPC
787
HM Payson & Co
Maine
$23K 238 +238 New
CWM
788
Cedar Wealth Management
California
$22K 230 +30 +15%
TFM
789
TFC Financial Management
Massachusetts
$21K 215 – –
APW
790
Acima Private Wealth
Virginia
$21K 223 – –
PGAM
791
Princeton Global Asset Management
New Jersey
$20K 206 +1 +0.5%
OSAM
792
O'Shaughnessy Asset Management
Connecticut
$17K 180 +180 New
JHCP
793
Jackson Hole Capital Partners
Oklahoma
$15K 154 – –
HS
794
Horan Securities
United States
$14K 145 – –
OAJ
795
Ogorek Anthony Joseph
New York
$13K 138 – –
CCP
796
Clarkston Capital Partners
Michigan
$13K 139 +139 New
KPCM
797
Kings Point Capital Management
New York
$12K 126 +4 +3%
GI
798
Gradient Investments
Minnesota
$11K 111 -270 -71%
APWA
799
Atlas Private Wealth Advisors
New Jersey
$11K 117 +61 +109%
ACA
800
Atlas Capital Advisors
Wyoming
$10.4K 108 – –
30 31
32
33 34