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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 %
CWC
801
Carolinas Wealth Consulting
North Carolina
$53K – – –
HI
802
Hoey Investments
Pennsylvania
$50K – – –
EPM
803
Elm Partners Management
Pennsylvania
$50K – – –
IA
804
IAM Advisory
Pennsylvania
$50K +$50K +2,904 New
GCA
805
Genesee Capital Advisors
New York
$50K +$50K +2,904 New
BFEC
806
Benjamin F. Edwards & Company
Missouri
$48K – – –
BWM
807
Baystate Wealth Management
Massachusetts
$48K – – –
FF
808
FourThought Financial
Florida
$46K – – –
AW
809
Avion Wealth
Texas
$44K – – –
GG
810
Gleason Group
Kentucky
$42K +$104 +6 +0.2%
RP
811
Rice Partnership
Hawaii
$38K +$38K +2,220 New
FP
812
Financial Perspectives
Minnesota
$36.4K -$3.46M -199,566 -99%
BWP
813
Baldwin Wealth Partners
Massachusetts
$36K – – –
DI
814
Disciplined Investments
Oklahoma
$33K – – –
TCWA
815
Ten Capital Wealth Advisors
Washington
$32K -$246K -14,298 -88%
BCM
816
Blume Capital Management
California
$32K +$32K +1,866 New
AWM
817
Accel Wealth Management
Iowa
$31K +$31K +1,800 New
IRAG
818
Investment Research & Advisory Group
Georgia
$29K – – –
HWM
819
HighMark Wealth Management
Minnesota
$28K +$103 +6 +0.4%
CWM
820
Cedar Wealth Management
California
$24K – – –
APW
821
Acima Private Wealth
Virginia
$23K – – –
TFM
822
TFC Financial Management
Massachusetts
$22K – – –
OSAM
823
O'Shaughnessy Asset Management
Connecticut
$22K +$2.96K +168 +16%
PGAM
824
Princeton Global Asset Management
New Jersey
$21K – – –
TF
825
TimeScale Financial
Massachusetts
$18K +$18K +1,026 New
31 32
33
34 35