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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 %
CM
276
Columbus Macro
Pennsylvania
$4.86M +$815K +42,942 +20%
AA
277
Alesco Advisors
New York
$4.82M -$384K -20,250 -7%
FAIM
278
Financial Advocates Investment Management
Washington
$4.73M -$282K -14,850 -6%
PFM
279
Peak Financial Management
Massachusetts
$4.68M -$132K -6,948 -3%
PCMC
280
Private Capital Management (Colorado)
Colorado
$4.65M -$92.5K -4,878 -2%
CFMC
281
Curbstone Financial Management Corp
New Hampshire
$4.52M -$23.9K -1,260 -0.5%
MCM
282
Mengis Capital Management
Oregon
$4.49M -$108K -5,694 -2%
SMA
283
Sage Mountain Advisors
Georgia
$4.47M +$4.47M +235,350 New
B
284
Bailard
California
$4.38M +$71.3K +3,756 +2%
PIA
285
Pinion Investment Advisors
Kansas
$4.37M +$202K +10,644 +5%
ICG
286
InterOcean Capital Group
Tennessee
$4.35M -$144K -7,614 -3%
SEEDPG
287
S.E.E.D. Planning Group
New York
$4.2M -$163K -8,580 -4%
MFW
288
Mosaic Family Wealth
Missouri
$4.18M -$86.6K -4,566 -2%
MTIC
289
Missouri Trust & Investment Company
Missouri
$4.17M +$4.17M +219,618 New
VCAM
290
Van Cleef Asset Management
Ohio
$4.16M -$93.9K -4,950 -2%
AFP
291
Ausdal Financial Partners
Iowa
$4.14M +$747K +39,378 +22%
IRC
292
Investors Research Corp
Georgia
$4.13M +$1.02M +53,940 +33%
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$4.06M +$271K +14,196 +7%
NCM
294
Next Capital Management
New York
$4.05M +$60.3K +3,180 +2%
MCM
295
Mitchell Capital Management
Kansas
$4.03M +$102K +5,370 +3%
MWM
296
Mission Wealth Management
California
$4.01M +$47.2K +2,490 +1%
APA
297
American Portfolios Advisors
New York
$3.98M +$3.71M +195,312 +1,327%
LWM
298
Laidlaw Wealth Management
New York
$3.94M +$3.94M +207,516 New
SWA
299
Stratos Wealth Advisors
Ohio
$3.93M +$3.51M +184,830 +827%
IAN
300
Integrated Advisors Network
Texas
$3.86M +$231K +12,168 +6%
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