SCHX icon

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 %
ACM
151
Alpha Capital Management
Texas
$10.6M -$19.9K -1,314 -0.2%
SHJ
152
Sharkey, Howes & Javer
Colorado
$10.6M -$238K -15,714 -2%
SSWM
153
Sheets Smith Wealth Management
North Carolina
$10.3M -$176K -11,616 -2%
BWA
154
Burt Wealth Advisors
Maryland
$10.2M +$769K +50,742 +8%
BPM
155
Bowling Portfolio Management
Ohio
$9.84M +$2.01M +132,636 +26%
FWP
156
FAS Wealth Partners
Kansas
$9.63M +$2.2M +144,840 +30%
VFIC
157
Valley Forge Investment Consultants
Pennsylvania
$9.58M +$9.58M +631,854 New
AIM
158
AMI Investment Management
Indiana
$9.4M -$822K -54,222 -8%
OIA
159
OneDigital Investment Advisors
Kansas
$9.34M -$605K -39,942 -6%
NL
160
NEPC LLC
Massachusetts
$9.27M – – –
SIC
161
Salem Investment Counselors
North Carolina
$9.17M +$220K +14,484 +2%
DP
162
Denver PWM
Colorado
$9.1M -$2.05M -136,914 -18%
JWM
163
Jackson Wealth Management
Florida
$9.05M -$283K -18,648 -3%
JPMPWA
164
J.P. Morgan Private Wealth Advisors
California
$8.99M -$155K -10,194 -2%
WA
165
WBH Advisory
Maryland
$8.8M +$552K +35,376 +7%
FNC
166
First National Corp
Massachusetts
$8.79M +$162K +10,686 +2%
RRC
167
Relaxing Retirement Coach
Massachusetts
$8.65M -$14M -922,014 -62%
ATWA
168
Arbor Trust Wealth Advisors
Michigan
$8.51M -$207K -13,686 -2%
NIC
169
Northwest Investment Counselors
Oregon
$8.27M -$16.7K -1,104 -0.2%
MA
170
MCF Advisors
Kentucky
$8.27M +$11.8K +780 +0.1%
KAS
171
Kestra Advisory Services
Texas
$8.21M +$8.2M +542,958 +101,678%
SWA
172
SFMG Wealth Advisors
Texas
$8.2M -$399K -26,328 -5%
5L
173
55I LLC
Massachusetts
$8.04M -$31M -2,042,556 -79%
LSAG
174
Lake Street Advisors Group
New Hampshire
$7.78M +$27.7K +1,824 +0.4%
MSFS
175
Main Street Financial Solutions
Pennsylvania
$7.77M +$7.77M +512,472 New
5 6
7
8 9