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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.26B 57,797,644 +1,999,903 +4%
Charles Schwab
2
Charles Schwab
California
$1.38B 15,147,266 +1,166,646 +8%
SEI Investments
3
SEI Investments
Pennsylvania
$1.35B 14,877,292 -2,446,343 -14%
SFG
4
Sage Financial Group
Pennsylvania
$357M 3,922,687 +103,053 +3%
UBS Group
5
UBS Group
Switzerland
$352M 3,875,114 -247,038 -6%
Creative Planning
6
Creative Planning
Kansas
$327M 3,596,045 +66,010 +2%
HSA
7
HBK Sorce Advisory
Pennsylvania
$302M 3,324,039 +124,565 +4%
CWM
8
Campbell Wealth Management
Virginia
$183M 2,013,074 +63,841 +3%
QI
9
QS Investors
New York
$182M 2,000,310 -50,011 -2%
Mariner
10
Mariner
Kansas
$176M 1,936,313 +41,458 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$172M 1,889,014 +509,154 +37%
AWS
12
AJ Wealth Strategies
New York
$150M 1,653,776 +67,395 +4%
NMIFOAC
13
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$138M 1,516,000 – –
PCIA
14
Prime Capital Investment Advisors
Kansas
$136M 1,497,185 -190,634 -11%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$136M 1,483,114 +63,168 +4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$121M 1,325,774 +563,556 +74%
Osaic Holdings
17
Osaic Holdings
Arizona
$117M 1,287,590 -66,192 -5%
SWM
18
SVA Wealth Management
Wisconsin
$114M 1,251,340 +145,852 +13%
BWA
19
BlueSky Wealth Advisors
North Carolina
$111M 1,223,881 +8,398 +0.7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$111M 1,219,365 +30,760 +3%
FMT
21
First Mercantile Trust
Tennessee
$103M 1,133,889 +213,518 +23%
AssetMark Inc
22
AssetMark Inc
California
$101M 1,105,416 +107,337 +11%
EWM
23
Evermay Wealth Management
Virginia
$96M 1,055,994 -19,707 -2%
ISG
24
Investment Security Group
Colorado
$90M 989,875 +6,611 +0.7%
WP
25
WealthSource Partners
California
$83.5M 917,697 +95,848 +12%
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