SCHX icon

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 %
MWM
201
MinichMacGregor Wealth Management
New York
$5.66M -$7.37K -486 -0.1%
CFA
202
Carroll Financial Associates
North Carolina
$5.53M +$199K +13,128 +4%
BIA
203
Bigelow Investment Advisors
Maine
$5.52M +$115K +7,578 +2%
HFS
204
Hantz Financial Services
Michigan
$5.48M +$88K +5,802 +2%
NIM
205
Nicollet Investment Management
Minnesota
$5.46M -$28.7K -1,896 -0.5%
BAMG
206
Brand Asset Management Group
Missouri
$5.44M +$22.2K +1,464 +0.4%
CMBA
207
C.M. Bidwell & Associates
Hawaii
$5.44M +$297K +19,620 +6%
TIM
208
Tortoise Investment Management
New York
$5.4M +$388K +25,620 +8%
AA
209
Alesco Advisors
New York
$5.31M -$140K -9,222 -3%
BSW
210
Buckingham Strategic Wealth
Missouri
$5.25M +$4.4M +290,526 +520%
TSWM
211
Triangle Securities Wealth Management
North Carolina
$5.24M -$122K -8,034 -2%
NWS
212
Newport Wealth Strategies
California
$5.18M – – –
MA
213
MUFG Americas
New York
$5.14M +$102K +6,720 +2%
WOC
214
West Oak Capital
California
$5.14M -$285K -18,810 -5%
WCG
215
Wall Capital Group
Arizona
$5.1M +$1.24M +81,990 +32%
CA
216
Calton & Associates
Florida
$5.03M -$508K -33,510 -9%
DSA
217
Droms Strauss Advisors
Missouri
$4.99M -$6.37K -420 -0.1%
SEEDPG
218
S.E.E.D. Planning Group
New York
$4.99M -$177K -11,664 -3%
SWM
219
Stockman Wealth Management
Montana
$4.91M +$147K +9,702 +3%
LPT
220
Legacy Private Trust
Wisconsin
$4.84M +$22.1K +1,458 +0.5%
CM
221
Columbus Macro
Pennsylvania
$4.83M -$2.66M -175,698 -36%
BCWM
222
Bartlett & Co Wealth Management
Ohio
$4.74M -$60.9K -4,020 -1%
BC
223
Bartlett & Co
Ohio
$4.74M -$60.9K -4,020 -1%
CWA
224
Carolina Wealth Advisors
South Carolina
$4.67M +$477K +31,464 +11%
KF
225
Krilogy Financial
Missouri
$4.65M -$53.6K -3,534 -1%
7 8
9
10 11