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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$6.6B
2
Charles Schwab
Charles Schwab
California
$1.69B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$269M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$371M
5
KOC
Koss-Olinger Consulting
Florida
$129M

Top Sellers

1
GSAM
Grant Street Asset Management
Pennsylvania
$857K
2
BHB
Bank Hapoalim BM
Israel
$10.4M
3
FMP
Financial Management Professionals
Texas
$11.5M
4
RCIM
Red Cedar Investment Management
Michigan
$16.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
126
Cooper/Haims Advisors
New York
$15.1M -$2.3M -132,894 -13%
GG
127
Greenwood Gearhart
Arkansas
$15M +$486K +28,074 +3%
CCM
128
Coldstream Capital Management
Washington
$14.9M -$630K -36,354 -4%
SPA
129
Sentinel Pension Advisors
Massachusetts
$14.6M +$2.92M +168,366 +25%
ACG
130
Allen Capital Group
Nebraska
$14.4M -$831K -47,940 -5%
CCA
131
Cobblestone Capital Advisors
New York
$14.4M -$1.27M -73,062 -8%
VFIC
132
Valley Forge Investment Consultants
Pennsylvania
$14.1M +$1.78M +102,990 +14%
RWRC
133
R.W. Roge & Company
New York
$14.1M -$498K -28,164 -3%
Goldman Sachs
134
Goldman Sachs
New York
$14M +$12.2M +704,688 +669%
LIM
135
Leavell Investment Management
Alabama
$13.6M – – –
HI
136
Harbour Investments
Wisconsin
$13.5M +$13.1M +753,588 +3,124%
LBC
137
Lowe Brockenbrough & Co
Virginia
$13.5M -$688K -39,732 -5%
EWM
138
Empirical Wealth Management
Washington
$13.4M +$3.43M +197,694 +34%
BWM
139
BCS Wealth Management
Tennessee
$13.4M +$34K +1,962 +0.3%
AIM
140
Anchor Investment Management
South Carolina
$13.4M +$249K +14,358 +2%
PA
141
Planning Alternatives
Michigan
$13.3M -$692K -39,924 -5%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$13.2M +$1.39M +80,142 +12%
DWM
143
Destination Wealth Management
California
$13M -$814K -46,968 -6%
CWM
144
Cabot Wealth Management
Massachusetts
$13M -$367K -21,192 -3%
AWM
145
AE Wealth Management
Kansas
$12.5M +$5.26M +303,594 +73%
5L
146
55I LLC
Massachusetts
$12.4M +$2.31M +133,422 +23%
MSFS
147
Main Street Financial Solutions
Pennsylvania
$12.4M +$886K +51,120 +8%
BWA
148
Burt Wealth Advisors
Maryland
$12.2M +$186K +10,752 +2%
PWM
149
Provident Wealth Management
Tennessee
$12.1M +$608K +35,106 +5%
ACM
150
Alpha Capital Management
Texas
$12M -$93.8K -5,412 -0.8%
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