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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 %
CHA
101
Cooper/Haims Advisors
New York
$18.4M -$4.64M -305,766 -20%
VC
102
Veery Capital
Delaware
$18.4M +$18.4M +1,215,072 New
BFG
103
Berger Financial Group
Minnesota
$18.3M +$18.3M +1,207,470 New
ADL
104
Asset Dedication LLC
California
$18.2M +$167K +11,022 +0.9%
AFS
105
Access Financial Services
Minnesota
$17.8M -$1.27M -83,880 -7%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$17.6M -$2.04M -134,568 -10%
CFA
107
Cahill Financial Advisors
Minnesota
$17.6M +$14.2M +940,068 +423%
FC
108
Financial Consulate
Maryland
$17.5M +$300K +19,788 +2%
QAM
109
QCI Asset Management
New York
$17.4M +$1.85M +122,340 +12%
NSAM
110
North Star Asset Management
Wisconsin
$17.2M +$1.48M +97,590 +9%
DBRC
111
D.B. Root & Company
Pennsylvania
$16.4M -$1.89M -124,842 -10%
KCPG
112
Kavar Capital Partners Group
Kansas
$16.4M +$395K +26,028 +2%
K
113
Kemper
Illinois
$16.3M – – –
BA
114
Ballast Advisors
Minnesota
$16.1M +$2.82M +186,204 +21%
GSAM
115
Grant Street Asset Management
Pennsylvania
$16.1M +$228K +15,060 +1%
GG
116
Greenwood Gearhart
Arkansas
$15.6M +$293K +19,326 +2%
CCA
117
Cobblestone Capital Advisors
New York
$15.5M -$1.64M -108,144 -10%
AG
118
Appleton Group
Wisconsin
$15.5M +$310K +20,478 +2%
DAS
119
Dynamic Advisor Solutions
Arizona
$15.2M -$162K -10,686 -1%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$15M -$396K -26,118 -3%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$14.6M -$1.67M -2,058 -10%
BDF
122
Black Diamond Financial
Maryland
$14.6M -$102K -6,702 -0.7%
LWA
123
Lenox Wealth Advisors
New York
$14.5M -$276K -18,186 -2%
NC
124
NewSquare Capital
Pennsylvania
$14.4M +$1.88M +123,954 +15%
DW
125
Domani Wealth
Pennsylvania
$14.4M +$33.5K +2,208 +0.2%
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5
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