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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 %
BA
801
Bellwether Advisors
Nebraska
$2K +$2K +138 New
PFA
802
Professional Financial Advisors
Nebraska
$2K +$2K +150 New
AF
803
Allworth Financial
California
$1K – – –
ME
804
McIlrath & Eck
Washington
$1K – – –
PP
805
PrairieView Partners
Minnesota
$1K – – –
LGA
806
Lebenthal Global Advisors
New York
$1K +$1K +96 New
KFS
807
Kelly Financial Services
Massachusetts
$563 – – –
WIM
808
Westside Investment Management
California
$7 – – –
BCI
809
Brinker Capital Investments
Pennsylvania
– -$27.2M -2,026,026 Closed
TI
810
tru Independence
Oregon
– -$7.58M -563,646 Closed
COF
811
Capital One Financial
Virginia
– -$5.04M -374,832 Closed
Citadel Advisors
812
Citadel Advisors
Florida
– -$1.52M -112,938 Closed
VFP
813
Verus Financial Partners
Virginia
– -$1.47M -109,380 Closed
TI
814
Trexquant Investment
Connecticut
– -$1.44M -106,782 Closed
Renaissance Technologies
815
Renaissance Technologies
New York
– -$895K -66,600 Closed
LWMM
816
Legacy Wealth Management (Mississippi)
Mississippi
– -$766K -57,000 Closed
RA
817
RFG Advisory
Alabama
– -$764K -56,826 Closed
SMC
818
Smith, Moore & Co
Missouri
– -$571K -42,522 Closed
MFG
819
MidWestOne Financial Group
Iowa
– -$536K -39,900 Closed
RIA
820
Realta Investment Advisors
Delaware
– -$507K -37,734 Closed
SIM
821
Sadoff Investment Management
Wisconsin
– -$466K -34,668 Closed
SG
822
Swarthmore Group
Pennsylvania
– -$314K -23,358 Closed
Susquehanna International Group
823
Susquehanna International Group
Pennsylvania
– -$263K -19,590 Closed
CP
824
Camelot Portfolios
Ohio
– -$250K -18,600 Closed
TSS
825
Two Sigma Securities
New York
– -$235K -17,460 Closed
30 31 32
33
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