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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 %
COCM
851
Charter Oak Capital Management
New Hampshire
$4K – – –
IPW
852
IronBridge Private Wealth
Texas
$4K – – –
CCM
853
Covington Capital Management
California
$4K +$4K +234 New
GFPC
854
Global Financial Private Client
Florida
$3.35K – – –
CCMW
855
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
PFA
856
Professional Financial Advisors
Nebraska
$3K – – –
GEA
857
Glen Eagle Advisors
New Jersey
$2.7K – – –
BA
858
Bellwether Advisors
Nebraska
$2K – – –
CMA
859
Cedar Mountain Advisors
Oregon
$2K – – –
AWM
860
Atticus Wealth Management
Florida
$2K +$476 +30 +31%
HPC
861
HM Payson & Co
Maine
$1K -$25.4K -1,374 -96%
APWA
862
Atlas Private Wealth Advisors
New Jersey
$1K -$10.7K -642 -91%
SWM
863
Selective Wealth Management
Virginia
$1K -$6.77K -528 -87%
ME
864
McIlrath & Eck
Washington
$1K – – –
PP
865
PrairieView Partners
Minnesota
$1K – – –
EW
866
Emerson Wealth
Michigan
$1K +$1K +60 New
LWM
867
Liberty Wealth Management
California
$1K +$1K +66 New
H
868
HoyleCohen
California
$424 -$5 -270 -1%
LGWM
869
Litman Gregory Wealth Management
California
$263 -$2.17K -13,020 -89%
WIM
870
Westside Investment Management
California
$8 – – –
FHB
871
First Hawaiian Bank
Hawaii
– -$3.36M -210,000 Closed
TIM
872
Total Investment Management
Arizona
– -$1.48M -144,930 Closed
VWA
873
V Wealth Advisors
Kansas
– -$1.64M -102,432 Closed
BL
874
BFSG LLC
California
– -$742K -46,380 Closed
GGI
875
Godsey & Gibb Inc
Virginia
– -$593K -37,032 Closed
32 33 34
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