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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.

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 %
PWM
151
Provident Wealth Management
Tennessee
$10.6M -$2.29M -142,764 -18%
SIC
152
Salem Investment Counselors
North Carolina
$10.5M +$780K +48,750 +8%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$10.4M +$2.33M +145,848 +29%
PAG
154
Private Advisor Group
New Jersey
$10.4M -$2.06M -128,682 -17%
AIM
155
AMI Investment Management
Indiana
$10.1M +$179K +11,160 +2%
DP
156
Denver PWM
Colorado
$10M +$1.84M +136,914 +23%
OIA
157
OneDigital Investment Advisors
Kansas
$9.84M -$28.5K -1,782 -0.3%
NL
158
NEPC LLC
Massachusetts
$9.78M – – –
JWM
159
Jackson Wealth Management
Florida
$9.64M +$80.9K +5,052 +0.8%
BHB
160
Bank Hapoalim BM
Israel
$9.6M +$9.6M +600,000 New
JPMPWA
161
J.P. Morgan Private Wealth Advisors
California
$9.42M -$73.1K -4,566 -0.8%
WA
162
WBH Advisory
Maryland
$9.39M +$367K +22,938 +4%
5L
163
55I LLC
Massachusetts
$9.36M +$878K +54,828 +10%
EWM
164
Empirical Wealth Management
Washington
$9.25M -$2.84M -177,234 -23%
PCWA
165
Pacific Capital Wealth Advisors
California
$9.2M -$2.96M -185,046 -24%
SWM
166
Spire Wealth Management
Virginia
$9.11M +$9.11M +568,974 New
FNC
167
First National Corp
Massachusetts
$9.04M -$246K -15,378 -3%
SHJ
168
Sharkey, Howes & Javer
Colorado
$8.97M -$2.17M -135,786 -19%
PFC
169
Phocas Financial Corp
California
$8.93M +$8.93M +558,018 New
MA
170
MCF Advisors
Kentucky
$8.66M -$75K -4,686 -0.9%
RRC
171
Relaxing Retirement Coach
Massachusetts
$8.65M -$483K -30,150 -5%
NIC
172
Northwest Investment Counselors
Oregon
$8.46M -$279K -17,430 -3%
NWS
173
Newport Wealth Strategies
California
$8.41M +$2.24M +140,046 +36%
SWA
174
SFMG Wealth Advisors
Texas
$8.29M -$363K -22,692 -4%
ACA
175
Aptus Capital Advisors
Alabama
$8.26M +$315K +19,656 +4%
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7
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