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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 %
ACG
126
Allen Capital Group
Nebraska
$13.9M -$444K -29,310 -3%
RWRC
127
R.W. Roge & Company
New York
$13.8M -$218K -14,406 -2%
CCM
128
Coldstream Capital Management
Washington
$13.8M +$260K +17,160 +2%
MF
129
Manchester Financial
California
$13.6M -$210K -13,836 -2%
IWC
130
Integrated Wealth Concepts
Massachusetts
$13.2M +$767K +50,592 +6%
PA
131
Planning Alternatives
Michigan
$13.2M -$7.06M -465,606 -35%
LIM
132
Leavell Investment Management
Alabama
$13.1M -$8.67M -572,262 -40%
RDWM
133
Red Door Wealth Management
Tennessee
$13M -$51.6K -3,402 -0.4%
ACA
134
Ascension Capital Advisors
Texas
$12.6M +$565K +37,278 +5%
AAM
135
Ascension Asset Management
New York
$12.6M +$12.6M +832,248 New
CWM
136
Cabot Wealth Management
Massachusetts
$12.4M -$3.73M -246,384 -23%
SDWMA
137
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.2M +$234K +15,444 +2%
PWM
138
Provident Wealth Management
Tennessee
$12.2M +$1.47M +97,248 +14%
BWM
139
BCS Wealth Management
Tennessee
$11.8M +$420K +27,738 +4%
PAG
140
Private Advisor Group
New Jersey
$11.8M +$2.21M +145,878 +23%
TLP
141
Trinity Legacy Partners
Texas
$11.6M -$493K -32,532 -4%
PCWA
142
Pacific Capital Wealth Advisors
California
$11.5M +$98.4K +6,492 +0.9%
EWM
143
Empirical Wealth Management
Washington
$11.5M -$1.13M -74,382 -9%
SFPM
144
Sensible Financial Planning & Management
Massachusetts
$11.3M -$1.3M -85,902 -10%
SPA
145
Sentinel Pension Advisors
Massachusetts
$11.1M +$410K +27,024 +4%
LBC
146
Lowe Brockenbrough & Co
Virginia
$11.1M +$1.9M +125,532 +21%
MCM
147
MAI Capital Management
Ohio
$11.1M +$1.66M +109,362 +18%
SP
148
SWS Partners
Ohio
$10.9M -$429K -28,290 -4%
AIM
149
Anchor Investment Management
South Carolina
$10.9M +$534K +35,250 +5%
BAAM
150
Baker Avenue Asset Management
California
$10.8M +$1.45M +95,940 +15%
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