SCHX icon

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 %
CWM
251
Circle Wealth Management
New Jersey
$5.65M – – –
OFG
252
Omega Financial Group
California
$5.57M -$577K -30,432 -9%
BCM
253
Barden Capital Management
Texas
$5.52M +$5.52M +291,042 New
MS
254
Madden Securities
Texas
$5.52M +$620K +32,706 +13%
SPI
255
Santori & Peters Inc
Pennsylvania
$5.46M +$118K +6,198 +2%
Cerity Partners
256
Cerity Partners
New York
$5.43M +$1.69M +89,022 +45%
SLT
257
St Louis Trust
Missouri
$5.37M – – –
RTL
258
Red Tortoise LLC
Georgia
$5.35M -$3.44M -181,518 -39%
BI
259
Berkeley Inc
Idaho
$5.33M +$6.49K +342 +0.1%
MAS
260
Madden Advisory Services
Florida
$5.33M +$103K +5,442 +2%
FA
261
Financial Advisors
Massachusetts
$5.32M -$47.4K -2,496 -0.9%
GCA
262
Gradient Capital Advisors
California
$5.28M -$148K -7,806 -3%
VCM
263
Vivaldi Capital Management
Illinois
$5.27M +$172K +9,048 +3%
SPC
264
Sigma Planning Corp
Michigan
$5.24M +$193K +10,170 +4%
EH
265
Equitable Holdings
New York
$5.21M +$5.21M +274,872 New
MA
266
MUFG Americas
New York
$5.19M -$625K -32,934 -11%
MA
267
MBA Advisors
Pennsylvania
$5.16M +$37.4K +1,974 +0.7%
ES
268
ETF Store
Kansas
$5.06M +$5.06M +284,592 New
PWM
269
Perigon Wealth Management
California
$5.03M +$759K +40,008 +18%
KFC
270
Klingenstein Fields & Co
New York
$5.03M +$33.6K +1,770 +0.7%
BCWM
271
Bartlett & Co Wealth Management
Ohio
$5M -$69.3K -3,654 -1%
BC
272
Bartlett & Co
Ohio
$5M -$69.3K -3,654 -1%
DSA
273
Droms Strauss Advisors
Missouri
$4.93M -$113K -5,940 -2%
AMM
274
American Money Management
California
$4.93M +$18.9K +996 +0.4%
MML Investors Services
275
MML Investors Services
Massachusetts
$4.89M +$459K +24,192 +10%
9 10
11
12 13