SCHX icon

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 %
CM
276
Columbus Macro
Pennsylvania
$3.7M -$1.3M -74,778 -26%
NCM
277
Next Capital Management
New York
$3.65M +$61.1K +3,522 +2%
LWMT
278
Legacy Wealth Management (Tennessee)
Tennessee
$3.63M +$442K +25,464 +14%
MWM
279
Mission Wealth Management
California
$3.62M -$61K -3,516 -2%
MCM
280
Mitchell Capital Management
Kansas
$3.59M -$145K -8,352 -4%
RBA
281
Richard Bernstein Advisors
New York
$3.56M +$721K +41,592 +25%
MWM
282
Merriman Wealth Management
Washington
$3.52M -$87.6K -5,052 -2%
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$3.49M +$264K +14,994 +8%
CCM
284
Carlson Capital Management
Minnesota
$3.49M -$60.4K -3,486 -2%
BWM
285
BerganKDV Wealth Management
Minnesota
$3.46M +$48.3K +2,784 +1%
RJA
286
Raymond James & Associates
Florida
$3.44M +$1.85M +106,950 +117%
Cerity Partners
287
Cerity Partners
New York
$3.42M +$37K +2,136 +1%
SFS
288
Summit Financial Strategies
Ohio
$3.39M -$16.4K -948 -0.5%
FLPIM
289
F.L. Putnam Investment Management
Massachusetts
$3.39M -$232K -13,356 -6%
SWM
290
Spire Wealth Management
Virginia
$3.36M -$241K -13,920 -7%
JCM
291
Jacobi Capital Management
Pennsylvania
$3.35M +$120K +6,900 +4%
IAN
292
Integrated Advisors Network
Texas
$3.32M +$1.02M +58,674 +44%
RTL
293
Red Tortoise LLC
Georgia
$3.27M +$3.27M +463,428 New
CMBA
294
C.M. Bidwell & Associates
Hawaii
$3.26M -$94K -5,424 -3%
BC
295
Brio Consultants
California
$3.22M -$299K -17,220 -8%
MMA
296
Miracle Mile Advisors
California
$3.2M -$79.7K -4,596 -2%
SP
297
Successful Portfolios
Florida
$3.18M -$92.8K -5,352 -3%
BAM
298
Berkshire Asset Management
Pennsylvania
$3.16M +$197K +11,370 +7%
ECG
299
Edge Capital Group
Georgia
$3.13M -$454K -26,202 -13%
GB
300
Gunma Bank
Japan
$3.12M – – –
10 11
12
13 14