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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
KOC
3
Koss-Olinger Consulting
Florida
$83.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$188M
5
AWS
5
AJ Wealth Strategies
New York
$197M

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 %
AWM
801
Aberdeen Wealth Management
Illinois
$10K 100 -35 -26%
HCM
802
Horrell Capital Management
Arkansas
$10K 101 – –
SWM
803
Selective Wealth Management
Virginia
$10K 101 – –
DAM
804
Delta Asset Management
Tennessee
$10K 100 +100 New
MAM
805
Marquette Asset Management
Minnesota
$10K 109 +109 New
LDFR
806
Lehman & Derafelo Financial Resources
Pennsylvania
$9K 98 – –
CG
807
Cutler Group
California
$9K 100 +100 New
GAM
808
Gemmer Asset Management
California
$7K 73 -46 -39%
CFGS
809
Concourse Financial Group Securities
Alabama
$7K 74 – –
SCA
810
Stonebridge Capital Advisors
Minnesota
$6K 65 +65 New
FWM
811
Focused Wealth Management
New York
$5K 54 – –
TLFA
812
True Link Financial Advisors
California
$5K 50 – –
BWL
813
Bogart Wealth LLC
Virginia
$5K 50 +50 New
DWMG
814
DB Wealth Management Group
California
$5K 51 +51 New
FCFS
815
First Command Financial Services
Texas
$5K 57 +57 New
FCB
816
First Command Bank
Texas
$5K 57 +57 New
MA
817
MBA Advisors
Pennsylvania
$4.18K 43,519 +43,519 New
COCM
818
Charter Oak Capital Management
New Hampshire
$4K 38 -14 -27%
IPW
819
IronBridge Private Wealth
Texas
$4K 43 – –
GFPC
820
Global Financial Private Client
Florida
$3.11K 32 – –
GEA
821
Glen Eagle Advisors
New Jersey
$2.5K 26 – –
AWM
822
Atticus Wealth Management
Florida
$2K 16 -230 -93%
CCMW
823
Cypress Capital Management (Wyoming)
Wyoming
$2K 25 – –
PFA
824
Professional Financial Advisors
Nebraska
$2K 25 – –
CMA
825
Cedar Mountain Advisors
Oregon
$2K 22 – –
31 32
33
34 35