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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 %
RG
776
Retirement Group
California
$131K – – –
GWS
777
Glassman Wealth Services
Virginia
$130K +$104 +6 +0.1%
HFA
778
Hoover Financial Advisors
Pennsylvania
$129K -$54K -3,120 -29%
Citigroup
779
Citigroup
New York
$129K +$59.4K +3,438 +85%
IWP
780
IAG Wealth Partners
Wisconsin
$127K – – –
VCM
781
Vigilant Capital Management
Maine
$122K +$83.5K +4,800 +217%
HNB
782
Huntington National Bank
Ohio
$119K -$110K – –
GWSG
783
GPS Wealth Strategies Group
Colorado
$115K +$114K +6,570 +10,950%
AL
784
ADE LLC
Maryland
$108K -$8.44K -486 -7%
SIAP
785
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$106K – – –
POIA
786
Pin Oak Investment Advisors
Texas
$106K – – –
NFG
787
Next Financial Group
Texas
$106K +$45.7K +2,634 +76%
Deutsche Bank
788
Deutsche Bank
Germany
$101K +$101K +5,844 New
LB
789
Legacy Bridge
Iowa
$98K – – –
AC
790
AlphaCore Capital
California
$94K +$9.11K +528 +11%
HFA
791
HC Financial Advisors
California
$83K -$3.34K -192 -4%
WPA
792
West Paces Advisors
Georgia
$79K +$79K +4,560 New
CAAS
793
Capital Asset Advisory Services
Michigan
$73K – – –
EFSCE
794
Enterprise Financial Services Corp (EFSC)
Missouri
$71K – – –
BWA
795
BDO Wealth Advisors
Florida
$64K – – –
BBL
796
Beck Bode LLC
Massachusetts
$58K +$58K +3,348 New
LCM
797
Logan Capital Management
Pennsylvania
$57K -$7.06K -408 -11%
GT
798
Glenmede Trust
Pennsylvania
$55K -$12.9K -750 -19%
CIA
799
Choate Investment Advisors
Massachusetts
$54K +$54K +3,138 New
ST
800
Smithfield Trust
Pennsylvania
$53K – – –
30 31
32
33 34