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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
+$273M
2
Charles Schwab
Charles Schwab
California
+$78.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$66.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.9M
5
KOC
Koss-Olinger Consulting
Florida
+$38.7M

Top Sellers

1
GSAM
Grant Street Asset Management
Pennsylvania
-$23.6M
2
BHB
Bank Hapoalim BM
Israel
-$20.3M
3
FMP
Financial Management Professionals
Texas
-$19.3M
4
RCIM
Red Cedar Investment Management
Michigan
-$13.7M
5
Osaic Holdings
Osaic Holdings
Arizona
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Avior Wealth Management
Nebraska
$9.07M +$269K +15,522 +3%
NIC
177
Northwest Investment Counselors
Oregon
$9.06M -$100K -5,790 -1%
CWA
178
Cornerstone Wealth Advisors
Minnesota
$9.02M -$2.66M -152,706 -23%
SWA
179
SFMG Wealth Advisors
Texas
$8.96M -$17.9K -1,032 -0.2%
LCM
180
Leisure Capital Management
California
$8.69M +$300K +17,304 +4%
SHJ
181
Sharkey, Howes & Javer
Colorado
$8.48M -$1.23M -71,208 -13%
IA
182
IFP Advisors
Florida
$8.38M +$976K +56,298 +13%
YAL
183
Your Advocates Ltd
Texas
$7.96M +$328K +18,954 +4%
ECM
184
Exchange Capital Management
Michigan
$7.89M -$59.3K -3,420 -0.7%
CFO
185
CVA Family Office
Colorado
$7.82M +$416 +24 +0%
SAF
186
Smith Anglin Financial
Texas
$7.57M -$386K -22,248 -5%
HWA
187
Heritage Way Advisors
Illinois
$7.55M -$85.3K -4,920 -1%
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$7.54M – – –
BSW
189
Buckingham Strategic Wealth
Missouri
$7.5M +$934K +53,922 +14%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$7.34M +$1.18M +68,280 +19%
LF
191
Lee Financial
Texas
$7.3M -$88.1K -5,082 -1%
SFWC
192
Strategic Family Wealth Counselors
New Jersey
$7.26M +$469K +27,060 +7%
HCM
193
Hengehold Capital Management
Ohio
$7.2M -$147K -8,490 -2%
WCG
194
Wall Capital Group
Arizona
$7.15M +$738K +42,606 +12%
FNC
195
First National Corp
Massachusetts
$7.13M +$152K +12,294 +2%
BPM
196
Bowling Portfolio Management
Ohio
$7.03M -$439K -25,338 -6%
MAS
197
Managed Account Services
Florida
$6.95M -$260K -14,994 -4%
CP
198
Capital Planning
Washington
$6.86M +$1.7M +97,830 +33%
MWM
199
MinichMacGregor Wealth Management
New York
$6.79M -$21.4K -1,236 -0.3%
OPWM
200
Oakwell Private Wealth Management
Texas
$6.67M -$174K -10,038 -3%
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