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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

868 hedge funds and large institutions have $20.2B invested in Schwab US Large- Cap ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 352 increasing their positions, 316 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-3
Holders Change %
-0.34%
% of All Funds
15.24%
Holding in Top 10
149
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.76%
% of All Funds
2.62%
New
51
Increased
352
Reduced
316
Closed
42
Calls
$1.58M
Puts
$915K
Net Calls
+$667K
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$209M
2
Franklin Resources
Franklin Resources
California
+$186M
3
Charles Schwab
Charles Schwab
California
+$66.1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$61.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$59.6M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$86.8M
2
SFA
Sequoia Financial Advisors
Ohio
-$44.4M
3
JIP
Jaffetilchin Investment Partners
Florida
-$39.2M
4
SFMG
Sage Financial Management Group
Virginia
-$25.8M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
251
Bartlett & Co
Ohio
$4.63M -$41K -2,364 -0.9%
BCWM
252
Bartlett & Co Wealth Management
Ohio
$4.63M -$41K -2,364 -0.9%
NCM
253
Northwest Capital Management
Oregon
$4.63M +$543K +29,634 +13%
SPC
254
Sigma Planning Corp
Michigan
$4.62M +$251K +14,478 +6%
DSA
255
Droms Strauss Advisors
Missouri
$4.6M +$19.6K +1,134 +0.4%
TFS
256
TrustCore Financial Services
Tennessee
$4.59M -$26.9K -1,554 -0.6%
DCM
257
DeGreen Capital Management
Arizona
$4.58M -$1.19M -68,766 -21%
FAIM
258
Financial Advocates Investment Management
Washington
$4.58M +$68.4K +3,948 +2%
KFC
259
Klingenstein Fields & Co
New York
$4.56M -$13.8K -798 -0.3%
AMM
260
American Money Management
California
$4.49M +$899K +51,846 +25%
MS
261
Madden Securities
Texas
$4.48M -$12.8K -738 -0.3%
PFM
262
Peak Financial Management
Massachusetts
$4.4M +$52.2K +3,012 +1%
PCMC
263
Private Capital Management (Colorado)
Colorado
$4.34M -$260K -14,988 -6%
MCM
264
Mengis Capital Management
Oregon
$4.2M +$20.7K +1,194 +0.5%
CFMC
265
Curbstone Financial Management Corp
New Hampshire
$4.15M +$125K +7,200 +3%
EW
266
Element Wealth
Mississippi
$4.11M +$5.51K +318 +0.1%
ICG
267
InterOcean Capital Group
Tennessee
$4.11M -$30.5K -1,758 -0.7%
MML Investors Services
268
MML Investors Services
Massachusetts
$4.05M +$379K +21,876 +10%
SEEDPG
269
S.E.E.D. Planning Group
New York
$3.98M -$63.6K -3,666 -2%
B
270
Bailard
California
$3.94M -$20.8K -1,200 -0.5%
PWM
271
Perigon Wealth Management
California
$3.9M -$196K -11,334 -5%
MFW
272
Mosaic Family Wealth
Missouri
$3.9M +$12.5K +720 +0.3%
HWMA
273
Heritage Wealth Management (Arizona)
Arizona
$3.89M -$2.62M -151,116 -40%
VCAM
274
Van Cleef Asset Management
Ohio
$3.89M +$375K +21,648 +11%
PIA
275
Pinion Investment Advisors
Kansas
$3.81M +$46.4K +2,676 +1%
9 10
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