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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
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$188M
4
AWS
4
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
5
Charles Schwab
California
$1.49B

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 Holding Trade Value Shares
Change 		Shares
Change %
TFGT
826
TS Financial Group (TSFG)
Illinois
$2K – – –
BA
827
Bellwether Advisors
Nebraska
$2K – – –
AF
828
Allworth Financial
California
$1K – – –
ME
829
McIlrath & Eck
Washington
$1K – – –
PP
830
PrairieView Partners
Minnesota
$1K – – –
1WM
831
1900 Wealth Management
Texas
$720 +$720 +44,982 New
KFS
832
Kelly Financial Services
Massachusetts
$596 – – –
SWM
833
Sugarloaf Wealth Management
Georgia
$141 -$215 -5,322 -60%
WIM
834
Westside Investment Management
California
$7 – – –
FFN
835
Focus Financial Network
Minnesota
– -$23.2M -1,529,688 Closed
AAM
836
Ascension Asset Management
New York
– -$12.6M -832,248 Closed
SP
837
SWS Partners
Ohio
– -$10.9M -721,548 Closed
LWM
838
Laidlaw Wealth Management
New York
– -$3.88M -256,236 Closed
FI
839
FormulaFolio Investments
Michigan
– -$2.51M -165,480 Closed
PFM
840
Phillips Financial Management
Indiana
– -$2.08M -137,226 Closed
CCFM
841
Clear Creek Financial Management
Washington
– -$1.59M -104,622 Closed
GSIS
842
Global Strategic Investment Solutions
Arizona
– -$1.48M -97,524 Closed
CCWA
843
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.21M -79,926 Closed
TC
844
TAP Consulting
Missouri
– -$973K -64,188 Closed
ACM
845
Argent Capital Management
Missouri
– -$667K -43,980 Closed
GI
846
GS Investments
Minnesota
– -$654K -43,176 Closed
CSPIA
847
Cary Street Partners Investment Advisory
Virginia
– -$538K -35,484 Closed
Jane Street
848
Jane Street
New York
– -$500K -32,976 Closed
TNA
849
True North Advisors
Texas
– -$452K -29,832 Closed
QC
850
QCM Cayman
Texas
– -$396K -26,130 Closed
31 32 33
34
35