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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 %
Wells Fargo
101
Wells Fargo
California
$21.7M -$6M -346,242 -22%
NC
102
NewSquare Capital
Pennsylvania
$21.3M +$2.95M +170,148 +16%
HB
103
Homrich & Berg
Georgia
$21.1M -$143K -8,262 -0.7%
QAM
104
QCI Asset Management
New York
$21M +$656K +37,872 +3%
KCPG
105
Kavar Capital Partners Group
Kansas
$21M +$963K +55,596 +5%
VC
106
Veery Capital
Delaware
$20.4M +$765K +44,142 +4%
ADL
107
Asset Dedication LLC
California
$20.2M +$765K +44,172 +4%
AFS
108
Access Financial Services
Minnesota
$20.2M -$702K -40,524 -3%
AG
109
Appleton Group
Wisconsin
$19.6M +$179K +10,356 +0.9%
DBRC
110
D.B. Root & Company
Pennsylvania
$19.3M +$342K +19,764 +2%
KOMWMG
111
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$19.2M +$12.9M +743,700 +205%
LWA
112
Lenox Wealth Advisors
New York
$17.8M +$729K +42,090 +4%
NDSI
113
Newman Dignan & Sheerar Inc
Rhode Island
$17.8M -$330K -19,026 -2%
CFIA
114
Cantor Fitzgerald Investment Advisors
New York
$17.6M -$4.75M -274,266 -21%
DAS
115
Dynamic Advisor Solutions
Arizona
$17.5M +$286K +16,482 +2%
CFA
116
Cahill Financial Advisors
Minnesota
$17M -$782K -45,150 -4%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$16.8M -$111K -6,402 -0.7%
BDF
118
Black Diamond Financial
Maryland
$16.7M -$221K -12,750 -1%
DW
119
Domani Wealth
Pennsylvania
$16.4M -$61.8K -3,564 -0.4%
RCIM
120
Red Cedar Investment Management
Michigan
$16.1M -$13.7M -791,880 -46%
RDWM
121
Red Door Wealth Management
Tennessee
$16.1M +$289K +16,662 +2%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$16M +$4.67M +269,700 +41%
K
123
Kemper
Illinois
$15.9M -$2.72M -157,032 -15%
ACA
124
Ascension Capital Advisors
Texas
$15.4M +$471K +27,174 +3%
SDWMA
125
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.3M +$712K +41,100 +5%
3 4
5
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