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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.

New
Increased
Maintained
Reduced
Closed
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
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$188M
4
AWS
4
AJ Wealth Strategies
New York
$197M
5
Charles Schwab
5
Charles Schwab
California
$1.49B

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 Holding Trade Value Shares
Change 		Shares
Change %
CCA
126
Cobblestone Capital Advisors
New York
$14.5M -$1.89M -118,062 -12%
CCM
127
Coldstream Capital Management
Washington
$14.3M -$214K -13,386 -1%
ACG
128
Allen Capital Group
Nebraska
$14.1M -$631K -39,414 -4%
ACA
129
Ascension Capital Advisors
Texas
$13.8M +$443K +27,678 +3%
LIM
130
Leavell Investment Management
Alabama
$13.6M -$159K -9,954 -1%
SDWMA
131
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.5M +$635K +39,660 +5%
GG
132
Greenwood Gearhart
Arkansas
$13.4M -$3.1M -193,968 -19%
RWRC
133
R.W. Roge & Company
New York
$13.2M -$1.34M -83,814 -9%
LBC
134
Lowe Brockenbrough & Co
Virginia
$13.1M +$1.32M +82,560 +11%
PA
135
Planning Alternatives
Michigan
$13M -$1.01M -63,126 -7%
DWM
136
Destination Wealth Management
California
$12.7M -$6.78M -423,354 -35%
TLP
137
Trinity Legacy Partners
Texas
$12.4M -$462K -27,360 -4%
BWM
138
BCS Wealth Management
Tennessee
$12.4M -$104K -6,486 -0.8%
CWM
139
Cabot Wealth Management
Massachusetts
$12.3M -$823K -51,402 -6%
AIM
140
Anchor Investment Management
South Carolina
$12.1M +$640K +40,008 +6%
VFIC
141
Valley Forge Investment Consultants
Pennsylvania
$11.4M +$1.31M +81,558 +13%
BAAM
142
Baker Avenue Asset Management
California
$11.3M -$175K -10,920 -2%
MCM
143
MAI Capital Management
Ohio
$11.3M -$412K -25,728 -4%
ACM
144
Alpha Capital Management
Texas
$11.2M +$13.3K +834 +0.1%
BWA
145
Burt Wealth Advisors
Maryland
$11.1M +$359K +22,404 +3%
SFPM
146
Sensible Financial Planning & Management
Massachusetts
$11.1M -$786K -49,092 -7%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$10.9M +$49.6K +3,102 +0.5%
CWA
148
Cornerstone Wealth Advisors
Minnesota
$10.7M +$10.7M +670,086 New
FWP
149
FAS Wealth Partners
Kansas
$10.7M +$515K +32,178 +5%
MSFS
150
Main Street Financial Solutions
Pennsylvania
$10.6M +$2.41M +150,840 +29%
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