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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 %
AWM
176
Avior Wealth Management
Nebraska
$7.76M -$44.3K -2,922 -0.6%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$7.67M -$719K -47,430 -9%
PFC
178
Phocas Financial Corp
California
$7.64M -$6.95M – –
ACA
179
Aptus Capital Advisors
Alabama
$7.53M +$1.41M +93,318 +23%
DCM
180
DeGreen Capital Management
Arizona
$7.5M -$418K -18,852 -5%
AFA
181
Atlanta Financial Associates
Georgia
$7.24M +$156K +10,278 +2%
LCM
182
Leisure Capital Management
California
$7.19M +$177K +11,652 +3%
ECM
183
Exchange Capital Management
Michigan
$7.13M -$1.12M -73,962 -14%
CFO
184
CVA Family Office
Colorado
$6.87M -$121K -7,950 -2%
HWA
185
Heritage Way Advisors
Illinois
$6.74M -$22.9K -1,512 -0.3%
SVWAG
186
Sound View Wealth Advisors Group
Georgia
$6.7M +$353K +23,280 +6%
MAS
187
Managed Account Services
Florida
$6.67M -$354K -22,710 -5%
YAL
188
Your Advocates Ltd
Texas
$6.62M -$280K -18,456 -4%
HG
189
Harbor Group
New Hampshire
$6.58M +$6.58M +426,336 New
IA
190
IFP Advisors
Florida
$6.58M -$29.3K -1,932 -0.4%
HCM
191
Hengehold Capital Management
Ohio
$6.57M -$644K -42,498 -9%
LF
192
Lee Financial
Texas
$6.49M -$1.81M -119,394 -22%
OFG
193
Omega Financial Group
California
$6.46M -$106K -6,984 -2%
FCM
194
Fortis Capital Management
Washington
$6.28M +$295K +19,446 +5%
IWMA
195
Ironwood Wealth Management (Arizona)
Arizona
$6.12M -$1.45M -95,682 -19%
OPWM
196
Oakwell Private Wealth Management
Texas
$6.03M +$6.03M +397,980 New
SFWC
197
Strategic Family Wealth Counselors
New Jersey
$5.93M -$5.09K -336 -0.1%
SAM
198
Sawgrass Asset Management
Florida
$5.91M -$9.1K -600 -0.2%
US Bancorp
199
US Bancorp
Minnesota
$5.91M -$282K -18,582 -5%
CGFA
200
Colton Groome Financial Advisors
North Carolina
$5.72M -$126K -8,280 -2%
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