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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 %
HB
101
Homrich & Berg
Georgia
$19.6M 204,607 +1,025 +0.5%
CFIA
102
Cantor Fitzgerald Investment Advisors
New York
$19.6M 215,404 +515 +0.2%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$19.4M 201,517 +7,577 +4%
FC
104
Financial Consulate
Maryland
$19.3M 200,959 +8,256 +4%
AFS
105
Access Financial Services
Minnesota
$19.3M 200,595 +5,083 +3%
QAM
106
QCI Asset Management
New York
$18.8M 195,731 +4,858 +3%
KCPG
107
Kavar Capital Partners Group
Kansas
$18.5M 192,655 +12,738 +7%
VC
108
Veery Capital
Delaware
$18.2M 189,275 -13,237 -7%
AG
109
Appleton Group
Wisconsin
$18M 186,977 +16,976 +10%
ADL
110
Asset Dedication LLC
California
$17.9M 186,580 -13,048 -7%
DBRC
111
D.B. Root & Company
Pennsylvania
$17.5M 182,663 +1,914 +1%
K
112
Kemper
Illinois
$17.2M 178,755 – –
NC
113
NewSquare Capital
Pennsylvania
$16.9M 176,174 +17,302 +11%
CFA
114
Cahill Financial Advisors
Minnesota
$16.4M 171,225 -22,498 -12%
AI
115
Atria Investments
North Carolina
$16.2M 169,002 +137,758 +441%
CHA
116
Cooper/Haims Advisors
New York
$16.1M 167,640 -35,114 -17%
DAS
117
Dynamic Advisor Solutions
Arizona
$15.9M 165,480 -1,252 -0.8%
LWA
118
Lenox Wealth Advisors
New York
$15.8M 164,356 +5,243 +3%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$15.7M 3,304 +304 +10%
BDF
120
Black Diamond Financial
Maryland
$15.6M 162,608 +2,551 +2%
GSAM
121
Grant Street Asset Management
Pennsylvania
$15.6M 162,309 -14,212 -8%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$15.6M 162,288 -2,582 -2%
DW
123
Domani Wealth
Pennsylvania
$15.2M 157,915 +49 +0%
IWC
124
Integrated Wealth Concepts
Massachusetts
$15.1M 156,721 +11,275 +8%
RDWM
125
Red Door Wealth Management
Tennessee
$14.6M 151,873 +9,149 +6%
3 4
5
6 7