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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 %
MG
851
Mather Group
Illinois
– – -3,990 Closed
CG
852
CFO4Life Group
Texas
– – -2,997 Closed
MSR
853
Main Street Research
Connecticut
– – -2,601 Closed
SI
854
Shaker Investments
Ohio
– – -2,574 Closed
ACA
855
Affinity Capital Advisors
California
– – -2,527 Closed
RPG
856
Resource Planning Group
Georgia
– – -2,507 Closed
PWPS
857
Pinnacle Wealth Planning Services
Ohio
– – -2,339 Closed
CDIA
858
Capital Directions Investment Advisors
Georgia
– – -2,280 Closed
W
859
Wealthquest
Ohio
– – -2,258 Closed
SS
860
Sunbelt Securities
Texas
– – -2,250 Closed
FCH
861
Freestone Capital Holdings
Washington
– – -1,220 Closed
HWA
862
HCR Wealth Advisors
California
– – -926 Closed
ARMC
863
American Research & Management Company
Massachusetts
– – -479 Closed
CAL
864
Capital Analysts LLC
Pennsylvania
– – -94 Closed
PFO
865
Pathstone Family Office
New Jersey
– – -75 Closed
MAM
866
Meeder Asset Management
Ohio
– – -70 Closed
IA
867
Inspire Advisors
Idaho
– – -41 Closed
FCAS
868
First Command Advisory Services
Texas
– – -23 Closed
GA
869
GoalVest Advisory
New York
– – -17 Closed
LGA
870
Lebenthal Global Advisors
New York
– – -16 Closed
KCM
871
Kathmere Capital Management
Pennsylvania
– – -3 Closed
CIAS
872
CBIZ Investment Advisory Services
Ohio
– – – –
First Manhattan
873
First Manhattan
New York
$0 1 – –
HIM
874
HawsGoodwin Investment Management
Tennessee
$0 1 – –
GWSG
875
GPS Wealth Strategies Group
Colorado
$0 10 +10 New
31 32 33 34
35