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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 %
AAMA
76
Advanced Asset Management Advisors
Ohio
$27.1M 281,700 – –
CG
77
Colony Group
Massachusetts
$26.9M 279,942 -7,082 -2%
NFG
78
Northeast Financial Group
Pennsylvania
$26.5M 275,767 -3,606 -1%
CST
79
Charles Schwab Trust
Nevada
$25.9M 266,653 +45,244 +20%
Wells Fargo
80
Wells Fargo
California
$25.6M 266,341 -6,267 -2%
VNA
81
Valley National Advisers
Pennsylvania
$25.5M 265,150 +9,159 +4%
AIP
82
Almanack Investment Partners
Pennsylvania
$25M 260,416 -8,231 -3%
SFMG
83
Sage Financial Management Group
Virginia
$24.2M 252,236 -8,264 -3%
ACWM
84
Adams Chetwood Wealth Management
North Carolina
$23.7M 246,738 -14,718 -6%
Stifel Financial
85
Stifel Financial
Missouri
$23.5M 244,974 +8,150 +3%
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$23.2M 242,011 +6,026 +3%
SJIM
87
St. Johns Investment Management
Florida
$23.2M 241,240 +2,729 +1%
SWA
88
Sutton Wealth Advisors
Florida
$23M 240,002 +2,284 +1%
MFGP
89
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23M 239,227 -5,409 -2%
BA
90
Bristlecone Advisors
Washington
$22.9M 238,884 -5,947 -2%
MWP
91
Meridian Wealth Partners
Pennsylvania
$22.8M 237,223 -23,411 -9%
PFG
92
Piershale Financial Group
Illinois
$21.9M 227,722 -325,144 -59%
VAS
93
Valicenti Advisory Services
New York
$21.7M 226,211 +12,234 +6%
MWA
94
Martel Wealth Advisors
Washington
$21.4M 222,500 -4,736 -2%
CCA
95
Clearwater Capital Advisors
Illinois
$21.4M 222,367 +12,448 +6%
MF
96
Manchester Financial
California
$21.3M 221,491 +72,014 +48%
BFG
97
Berger Financial Group
Minnesota
$21.2M 220,493 +19,248 +10%
NSAM
98
North Star Asset Management
Wisconsin
$20.9M 217,641 +28,625 +15%
BA
99
Ballast Advisors
Minnesota
$20.2M 210,715 +33,399 +19%
NRI
100
NFP Retirement Inc
California
$20.2M 210,121 +1,159 +0.6%
2 3
4
5 6