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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 %
SIC
151
Salem Investment Counselors
North Carolina
$12M +$693K +40,020 +6%
SFPM
152
Sensible Financial Planning & Management
Massachusetts
$12M -$63.6K -3,672 -0.5%
FWP
153
FAS Wealth Partners
Kansas
$11.8M +$229K +13,194 +2%
BAAM
154
Baker Avenue Asset Management
California
$11.7M -$534K -30,822 -4%
PAG
155
Private Advisor Group
New Jersey
$11.6M +$342K +19,710 +3%
FMP
156
Financial Management Professionals
Texas
$11.5M -$19.3M -1,110,942 -63%
OIA
157
OneDigital Investment Advisors
Kansas
$11.4M +$757K +43,668 +7%
AI
158
Atria Investments
North Carolina
$11.3M -$6.25M -360,618 -36%
AIM
159
AMI Investment Management
Indiana
$11M +$40.5K +2,340 +0.4%
WA
160
WBH Advisory
Maryland
$10.9M +$435K +24,396 +4%
NL
161
NEPC LLC
Massachusetts
$10.6M – – –
BHB
162
Bank Hapoalim BM
Israel
$10.4M -$20.3M -396,636 -66%
DP
163
Denver PWM
Colorado
$10.3M -$2.7M -155,172 -21%
ACA
164
Aptus Capital Advisors
Alabama
$10M +$1.1M +63,282 +12%
TLP
165
Trinity Legacy Partners
Texas
$10M -$2.94M -167,220 -23%
PCWA
166
Pacific Capital Wealth Advisors
California
$9.82M -$138K -7,980 -1%
PFC
167
Phocas Financial Corp
California
$9.43M -$239K -13,770 -2%
JWM
168
Jackson Wealth Management
Florida
$9.37M -$1.06M -61,374 -10%
LSAG
169
Lake Street Advisors Group
New Hampshire
$9.28M +$24.8K +1,380 +0.3%
NWS
170
Newport Wealth Strategies
California
$9.28M +$173K +9,960 +2%
RRC
171
Relaxing Retirement Coach
Massachusetts
$9.26M -$99K -5,712 -1%
FCM
172
Fortis Capital Management
Washington
$9.25M +$686K +39,582 +8%
JPMPWA
173
J.P. Morgan Private Wealth Advisors
California
$9.24M -$957K -55,248 -9%
MA
174
MCF Advisors
Kentucky
$9.11M -$264K -15,222 -3%
SVWAG
175
Sound View Wealth Advisors Group
Georgia
$9.1M +$688K +39,702 +8%
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