SCHX icon

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 %
JHCP
826
Jackson Hole Capital Partners
Oklahoma
$16K – – –
HS
827
Horan Securities
United States
$15K – – –
OAJ
828
Ogorek Anthony Joseph
New York
$14K – – –
CCP
829
Clarkston Capital Partners
Michigan
$14K – – –
KPCM
830
Kings Point Capital Management
New York
$13K – – –
SCA
831
Stonebridge Capital Advisors
Minnesota
$13K +$6.5K +390 +100%
AAP
832
Arax Advisory Partners
Colorado
$13K +$13K +768 New
GI
833
Gradient Investments
Minnesota
$12K – – –
ACA
834
Atlas Capital Advisors
Wyoming
$11.2K – – –
HCM
835
Horrell Capital Management
Arkansas
$11K – – –
MAM
836
Marquette Asset Management
Minnesota
$11K – – –
LDFR
837
Lehman & Derafelo Financial Resources
Pennsylvania
$10K – – –
CFGS
838
Concourse Financial Group Securities
Alabama
$8K – – –
GAM
839
Gemmer Asset Management
California
$8K – – –
DWMG
840
DB Wealth Management Group
California
$8K +$2.7K +156 +51%
TFGT
841
TS Financial Group (TSFG)
Illinois
$8K +$6.3K +378 +371%
HCP
842
Hexagon Capital Partners
Arkansas
$7K +$7K +384 New
FWM
843
Focused Wealth Management
New York
$6K – – –
FCFS
844
First Command Financial Services
Texas
$6K – – –
FCB
845
First Command Bank
Texas
$6K – – –
KFS
846
Kelly Financial Services
Massachusetts
$6K +$5.94K +3,846 +10,683%
JFGIW
847
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K -$81.1K -4,674 -94%
DAM
848
Delta Asset Management
Tennessee
$5K -$5K -300 -50%
BWL
849
Bogart Wealth LLC
Virginia
$5K – – –
MA
850
MBA Advisors
Pennsylvania
$4.53K +$1 +54 +0%
32 33
34
35 36