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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 %
KM
201
Kalos Management
Georgia
$6.66M -$10.9K -612 -0.2%
HG
202
Harbor Group
New Hampshire
$6.64M -$605K -34,920 -8%
TIM
203
Tortoise Investment Management
New York
$6.62M -$258K -14,910 -4%
OFG
204
Omega Financial Group
California
$6.59M -$891K -51,444 -12%
CFA
205
Carroll Financial Associates
North Carolina
$6.54M +$139K +8,028 +2%
HWMA
206
Heritage Wealth Management (Arizona)
Arizona
$6.51M +$6.51M +375,408 New
BAMG
207
Brand Asset Management Group
Missouri
$6.48M +$174K +10,056 +3%
ATWA
208
Arbor Trust Wealth Advisors
Michigan
$6.46M -$1.04M -59,790 -14%
PIMG
209
Patriot Investment Management Group
Tennessee
$6.41M -$2.48M -142,878 -28%
HFS
210
Hantz Financial Services
Michigan
$6.36M -$233K -13,422 -4%
BIA
211
Bigelow Investment Advisors
Maine
$6.27M – – –
BRWA
212
B. Riley Wealth Advisors
Florida
$6.26M +$327K +18,852 +6%
NIM
213
Nicollet Investment Management
Minnesota
$6.2M -$41.4K -2,388 -0.7%
SAM
214
Sawgrass Asset Management
Florida
$6.15M -$400K -23,100 -6%
LPT
215
Legacy Private Trust
Wisconsin
$6.11M +$548K +31,638 +10%
SBL
216
Sargent Bickham Lagudis
Colorado
$6.06M +$1.56M +90,246 +35%
PMG
217
ProVise Management Group
Florida
$6.05M +$567K +32,724 +10%
CAN
218
Cetera Advisor Networks
California
$6.05M +$2.61M +150,744 +76%
IWMA
219
Ironwood Wealth Management (Arizona)
Arizona
$5.95M -$351K -20,226 -6%
DCM
220
DeGreen Capital Management
Arizona
$5.77M +$101K +5,826 +2%
TSWM
221
Triangle Securities Wealth Management
North Carolina
$5.69M -$327K -18,876 -5%
SWM
222
Stockman Wealth Management
Montana
$5.62M +$655K +37,800 +13%
WOC
223
West Oak Capital
California
$5.6M -$202K -11,670 -3%
GC
224
Grimes & Company
Massachusetts
$5.58M +$343K +19,818 +7%
CA
225
Calton & Associates
Florida
$5.57M -$108K -6,222 -2%
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