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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.

New
Increased
Maintained
Reduced
Closed
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 %
LSAG
176
Lake Street Advisors Group
New Hampshire
$8.24M +$21.4K +1,338 +0.3%
PIMG
177
Patriot Investment Management Group
Tennessee
$8.2M +$5.12M +319,932 +166%
AWM
178
Avior Wealth Management
Nebraska
$8.13M -$67.1K -4,194 -0.8%
FCM
179
Fortis Capital Management
Washington
$7.91M +$1.27M +79,542 +19%
SVWAG
180
Sound View Wealth Advisors Group
Georgia
$7.77M +$689K +43,062 +10%
LCM
181
Leisure Capital Management
California
$7.75M +$158K +9,858 +2%
SAF
182
Smith Anglin Financial
Texas
$7.35M -$28.3M -1,768,788 -79%
ECM
183
Exchange Capital Management
Michigan
$7.34M -$193K -12,078 -3%
AFA
184
Atlanta Financial Associates
Georgia
$7.25M +$8.28K +546 +0.1%
CFO
185
CVA Family Office
Colorado
$7.23M -$27.7K -1,728 -0.4%
HWA
186
Heritage Way Advisors
Illinois
$7.05M -$64.2K -4,008 -0.9%
YAL
187
Your Advocates Ltd
Texas
$7.05M +$65.9K +4,116 +0.9%
HG
188
Harbor Group
New Hampshire
$6.98M -$140K -8,358 -2%
ATWA
189
Arbor Trust Wealth Advisors
Michigan
$6.92M -$2.06M -128,880 -23%
OFG
190
Omega Financial Group
California
$6.91M +$90.5K +5,652 +1%
BPM
191
Bowling Portfolio Management
Ohio
$6.9M -$3.49M -218,250 -34%
IA
192
IFP Advisors
Florida
$6.83M -$113K -7,074 -2%
LF
193
Lee Financial
Texas
$6.82M -$32.7K -2,046 -0.5%
HCM
194
Hengehold Capital Management
Ohio
$6.79M -$149K -9,300 -2%
AWM
195
AE Wealth Management
Kansas
$6.69M +$5.55M +346,476 +484%
CGFA
196
Colton Groome Financial Advisors
North Carolina
$6.68M +$643K +40,206 +11%
MAS
197
Managed Account Services
Florida
$6.66M -$189K -11,778 -3%
SPA
198
Sentinel Pension Advisors
Massachusetts
$6.38M -$550K -58,272 -8%
TIM
199
Tortoise Investment Management
New York
$6.35M +$654K +40,890 +11%
OPWM
200
Oakwell Private Wealth Management
Texas
$6.32M -$49.5K -3,090 -0.8%
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