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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

808 hedge funds and large institutions have $16.3B invested in Schwab US Large- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 285 increasing their positions, 306 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
+75
Holders Change %
+10.23%
% of All Funds
14.34%
Holding in Top 10
153
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
2.71%
New
118
Increased
285
Reduced
306
Closed
31
Calls
$2.07M
Puts
$320K
Net Calls
+$1.75M
Net Calls Change
+$2.44M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.26B
2
Charles Schwab
2
Charles Schwab
California
$1.38B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$172M
5
WANY
5
Wealthspire Advisors (New York)
New York
$44.6M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$1.35B
2
FMP
2
Financial Management Professionals
Texas
$28.5M
3
5L
3
55I LLC
Massachusetts
$8.04M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
UBS Group
5
UBS Group
Switzerland
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
76
Advanced Asset Management Advisors
Ohio
$25.6M – – –
NFG
77
Northeast Financial Group
Pennsylvania
$25.4M +$25.4M +1,676,238 New
AP
78
Appleton Partners
Massachusetts
$25.1M +$251K +16,584 +1%
Wells Fargo
79
Wells Fargo
California
$24.8M +$330K +21,744 +1%
CWM
80
Curi Wealth Management
North Carolina
$24.7M +$24.7M +1,631,052 New
AIP
81
Almanack Investment Partners
Pennsylvania
$24.4M +$986K +65,058 +4%
ACWM
82
Adams Chetwood Wealth Management
North Carolina
$23.8M -$43.9K -2,898 -0.2%
MWP
83
Meridian Wealth Partners
Pennsylvania
$23.7M +$162K +10,710 +0.7%
SFMG
84
Sage Financial Management Group
Virginia
$23.7M +$23.7M +1,563,000 New
VNA
85
Valley National Advisers
Pennsylvania
$23.3M +$492K +32,436 +2%
FFN
86
Focus Financial Network
Minnesota
$23.2M +$1.84M +121,350 +9%
BA
87
Bristlecone Advisors
Washington
$22.3M -$1.29M -85,086 -5%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$22.3M +$1.25M +82,224 +6%
SJIM
89
St. Johns Investment Management
Florida
$21.7M -$60.9K -4,020 -0.3%
SWA
90
Sutton Wealth Advisors
Florida
$21.6M -$103K -6,774 -0.5%
Stifel Financial
91
Stifel Financial
Missouri
$21.5M +$2.1M +138,564 +11%
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$21.5M -$1.04M -68,748 -5%
MWA
93
Martel Wealth Advisors
Washington
$20.7M -$4.44M -292,854 -18%
CST
94
Charles Schwab Trust
Nevada
$20.1M +$2.78M +183,180 +16%
CFIA
95
Cantor Fitzgerald Investment Advisors
New York
$19.5M -$2M -131,808 -9%
VAS
96
Valicenti Advisory Services
New York
$19.5M +$51.6K +3,402 +0.3%
CCA
97
Clearwater Capital Advisors
Illinois
$19.1M +$1.12M +73,944 +6%
NRI
98
NFP Retirement Inc
California
$19M +$2.45M +161,706 +15%
HB
99
Homrich & Berg
Georgia
$18.5M +$9.44M +623,070 +104%
DWM
100
Destination Wealth Management
California
$18.5M +$11.5M +756,966 +164%
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