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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.

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
1
Charles Schwab Investment Advisory
California
$6.6B
2
Charles Schwab
2
Charles Schwab
California
$1.69B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$269M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$371M
5
KOC
5
Koss-Olinger Consulting
Florida
$129M

Top Sellers

1
GSAM
1
Grant Street Asset Management
Pennsylvania
$857K
2
BHB
2
Bank Hapoalim BM
Israel
$10.4M
3
FMP
3
Financial Management Professionals
Texas
$11.5M
4
RCIM
4
Red Cedar Investment Management
Michigan
$16.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
Colony Group
Massachusetts
$27.9M -$1.2M -69,330 -4%
NFG
77
Northeast Financial Group
Pennsylvania
$26.9M -$1.74M -100,218 -6%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$26.7M +$5.71M +329,766 +27%
NSAM
79
North Star Asset Management
Wisconsin
$26.5M +$3.91M +225,516 +17%
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$26.4M +$1.2M +69,342 +5%
SFMG
81
Sage Financial Management Group
Virginia
$25.8M -$401K -23,154 -2%
CIAS
82
CFS Investment Advisory Services
New Jersey
$25.8M +$25.8M +1,490,262 New
Stifel Financial
83
Stifel Financial
Missouri
$25.6M +$110K +6,348 +0.4%
BFG
84
Berger Financial Group
Minnesota
$25.3M +$2.39M +138,030 +10%
SJIM
85
St. Johns Investment Management
Florida
$25.1M -$25.3K -1,458 -0.1%
SWA
86
Sutton Wealth Advisors
Florida
$25M +$4.16K +240 +0%
MFGP
87
Marshall Financial Group (Pennsylvania)
Pennsylvania
$24.9M -$21.1K -1,218 -0.1%
BA
88
Bristlecone Advisors
Washington
$24.8M -$24.6K -1,422 -0.1%
MWP
89
Meridian Wealth Partners
Pennsylvania
$24.3M -$404K -23,292 -2%
ACWM
90
Adams Chetwood Wealth Management
North Carolina
$24.1M -$1.55M -89,172 -6%
CCA
91
Clearwater Capital Advisors
Illinois
$24M +$878K +50,646 +4%
VAS
92
Valicenti Advisory Services
New York
$23.8M +$321K +18,498 +1%
MF
93
Manchester Financial
California
$23.5M +$511K +29,478 +2%
IWC
94
Integrated Wealth Concepts
Massachusetts
$23.3M +$7.05M +406,674 +43%
AIP
95
Almanack Investment Partners
Pennsylvania
$23.3M -$3.79M -218,526 -14%
MCM
96
MAI Capital Management
Ohio
$23M +$10.8M +621,924 +88%
BA
97
Ballast Advisors
Minnesota
$22.9M +$946K +54,618 +4%
MWA
98
Martel Wealth Advisors
Washington
$22.5M -$662K -38,184 -3%
PFG
99
Piershale Financial Group
Illinois
$22.1M -$1.62M -93,492 -7%
FC
100
Financial Consulate
Maryland
$21.9M +$993K +57,300 +5%
2 3
4
5 6