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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

990 hedge funds and large institutions have $22.8B invested in Schwab US Large- Cap ETF in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 366 increasing their positions, 309 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
+122
Holders Change %
+14.06%
% of All Funds
15.29%
Holding in Top 10
168
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.75%
% of All Funds
2.59%
New
175
Increased
366
Reduced
309
Closed
32
Calls
$2.52M
Puts
$1.58M
Net Calls
+$934K
Net Calls Change
+$267K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$151M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$148M
3
CSIA
Charles Schwab Investment Advisory
California
+$116M
4
HighTower Advisors
HighTower Advisors
Illinois
+$113M
5
Charles Schwab
Charles Schwab
California
+$55.3M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$204M
2
CST
Charles Schwab Trust
Nevada
-$30.6M
3
BWA
BlueSky Wealth Advisors
North Carolina
-$30.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$23.4M
5
WANY
Wealthspire Advisors (New York)
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
226
B. Riley Wealth Advisors
Florida
$7.02M -$41.5K -2,190 -0.6%
ICM
227
Intrepid Capital Management
Florida
$6.99M +$1.4M +73,644 +25%
CA
228
Calton & Associates
Florida
$6.92M +$675K +35,568 +11%
SWM
229
Stockman Wealth Management
Montana
$6.91M +$277K +14,604 +4%
EL
230
Essex LLC
Illinois
$6.9M +$221K +11,640 +3%
PMG
231
ProVise Management Group
Florida
$6.88M -$223K -11,778 -3%
Northern Trust
232
Northern Trust
Illinois
$6.84M +$4.46M +235,362 +188%
ATWA
233
Arbor Trust Wealth Advisors
Michigan
$6.76M -$131K -6,912 -2%
NIM
234
Nicollet Investment Management
Minnesota
$6.66M -$130K -6,870 -2%
LPT
235
Legacy Private Trust
Wisconsin
$6.59M -$214K -11,292 -3%
TPA
236
Trivium Point Advisory
Connecticut
$6.47M +$947K +49,944 +17%
HFS
237
Hantz Financial Services
Michigan
$6.46M -$165K -8,682 -2%
GC
238
Grimes & Company
Massachusetts
$6.45M +$149K +7,872 +2%
SBL
239
Sargent Bickham Lagudis
Colorado
$6.43M -$1.07M -56,298 -14%
CP
240
Capital Planning
Washington
$6.42M -$2.6M -136,818 -29%
IWMA
241
Ironwood Wealth Management (Arizona)
Arizona
$6.41M -$28.3K -1,494 -0.4%
TSWM
242
Triangle Securities Wealth Management
North Carolina
$6.29M -$132K -6,954 -2%
HKIMG
243
Hutchens & Kramer Investment Management Group
Indiana
$5.92M +$5.92M +660,588 New
CWA
244
Carolina Wealth Advisors
South Carolina
$5.92M +$45.8K +2,412 +0.8%
US Bancorp
245
US Bancorp
Minnesota
$5.86M -$29.4K -1,548 -0.5%
WOC
246
West Oak Capital
California
$5.84M -$104K -5,460 -2%
KF
247
Krilogy Financial
Missouri
$5.81M +$33.8K +1,782 +0.6%
AL
248
Aspiriant LLC
California
$5.8M +$701K +36,948 +14%
Lido Advisors
249
Lido Advisors
California
$5.71M +$228 +12 +0%
FC
250
Forte Capital
New York
$5.68M -$12.5K -660 -0.2%
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