We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

836 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, 319 increasing their positions, 328 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 38

8% more capital invested

Capital invested by funds: $16.3B → $17.6B (+$1.29B)

3% more funds holding

Funds holding: 809 → 836 (+27)

1% more ownership

Funds ownership: 381.79% → 382.79% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 328

5% less funds holding in top 10

Funds holding in top 10: 153 → 146 (-7)

Holders
836
Holders Change
+27
Holders Change %
+3.34%
% of All Funds
14.68%
Holding in Top 10
146
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.58%
% of All Funds
2.56%
New
72
Increased
319
Reduced
328
Closed
38
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$22K

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$283M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$59.1M
4
AWS
AJ Wealth Strategies
New York
+$37.4M
5
Charles Schwab
Charles Schwab
California
+$31.4M

Top Sellers

Rank Fund Capital Flow
1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$53.2M
2
PFG
Piershale Financial Group
Illinois
-$30.6M
3
RCIM
Red Cedar Investment Management
Michigan
-$29.6M
4
SAF
Smith Anglin Financial
Texas
-$27.7M
5
AssetMark Inc
AssetMark Inc
California
-$26.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
826
Cypress Capital Management (Wyoming)
Wyoming
$2K – – –
PFA
827
Professional Financial Advisors
Nebraska
$2K – – –
TFGT
828
TS Financial Group (TSFG)
Illinois
$2K – – –
AF
829
Allworth Financial
California
$1K – – –
ME
830
McIlrath & Eck
Washington
$1K – – –
PP
831
PrairieView Partners
Minnesota
$1K – – –
1WM
832
1900 Wealth Management
Texas
$720 +$705K +44,982 New
KFS
833
Kelly Financial Services
Massachusetts
$596 – – –
SWM
834
Sugarloaf Wealth Management
Georgia
$141 -$83.4K -5,322 -60%
WIM
835
Westside Investment Management
California
$7 – – –
FFN
836
Focus Financial Network
Minnesota
– -$23.2M -1,529,688 Closed
AAM
837
Ascension Asset Management
New York
– -$12.6M -832,248 Closed
SP
838
SWS Partners
Ohio
– -$10.9M -721,548 Closed
LWM
839
Laidlaw Wealth Management
New York
– -$3.88M -256,236 Closed
FI
840
FormulaFolio Investments
Michigan
– -$2.51M -165,480 Closed
PFM
841
Phillips Financial Management
Indiana
– -$2.08M -137,226 Closed
CCFM
842
Clear Creek Financial Management
Washington
– -$1.58M -104,622 Closed
GSIS
843
Global Strategic Investment Solutions
Arizona
– -$1.48M -97,524 Closed
CCWA
844
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.21M -79,926 Closed
TC
845
TAP Consulting
Missouri
– -$973K -64,188 Closed
ACM
846
Argent Capital Management
Missouri
– -$667K -43,980 Closed
GI
847
GS Investments
Minnesota
– -$654K -43,176 Closed
CSPIA
848
Cary Street Partners Investment Advisory
Virginia
– -$538K -35,484 Closed
Jane Street
849
Jane Street
New York
– -$500K -32,976 Closed
TNA
850
True North Advisors
Texas
– -$452K -29,832 Closed
31 32 33
34
35

SCHX Hedge Fund Activity: Q1 2021 in Review

836 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2021, worth a combined $17.6B — up 7.9% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SCHX positions and 38 closed out — a net gain of 34 holders — while 319 added to existing stakes and 328 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $283M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $53.2M.

  • 836 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2021, up from 809 in Q4 2020.
  • Funds reported $17.6B of Schwab US Large- Cap ETF stock for Q1 2021, up 7.9% quarter-over-quarter.
  • 72 funds opened new Schwab US Large- Cap ETF positions in Q1 2021 and 38 closed out, a net change of +34 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $283M added.
  • The largest Schwab US Large- Cap ETF seller in Q1 2021 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2021.