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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 %
AFP
301
Ausdal Financial Partners
Iowa
$3.1M +$180K +10,362 +6%
SHGA
302
Sand Hill Global Advisors
California
$3.1M +$3.1M +178,512 New
RC
303
Rovin Capital
Arizona
$3.06M -$15.4K -888 -0.5%
ECML
304
Eagle Capital Management (Louisiana)
Louisiana
$3.05M -$26.8K -1,548 -0.9%
RFA
305
Radnor Financial Advisors
Pennsylvania
$3.05M -$44.1K -2,544 -1%
PGFC
306
Peapack-Gladstone Financial Corp
New Jersey
$3.03M +$90.7K +5,232 +3%
LPIC
307
LeJeune Puetz Investment Counsel
Michigan
$2.99M -$29.1K -1,680 -1%
BAM
308
Baldrige Asset Management
Pennsylvania
$2.99M -$314K -18,096 -10%
BAM
309
Belpointe Asset Management
Nevada
$2.98M -$177K -10,230 -6%
HCM
310
Hollencrest Capital Management
California
$2.98M -$1.04K -60 -0%
VFA
311
Valeo Financial Advisors
Indiana
$2.93M +$111K +6,420 +4%
DSC
312
Duncker Streett & Co
Missouri
$2.93M +$1.56K +90 +0.1%
BFM
313
Broadview Financial Management
Wisconsin
$2.92M -$31.8K -1,836 -1%
PA
314
PFG Advisors
Arizona
$2.92M +$367K +21,180 +14%
AMG
315
Asset Management Group
Connecticut
$2.92M -$361K -20,802 -11%
BFPW
316
BOK Financial Private Wealth
Colorado
$2.89M -$160K -9,210 -5%
GHA
317
GW Henssler & Associates
Georgia
$2.88M -$191K -11,028 -6%
OCG
318
Opus Capital Group
Ohio
$2.87M -$483K -27,834 -14%
CHA
319
Carmichael Hill & Associates
Maryland
$2.86M +$70.4K +4,062 +3%
IRC
320
Investors Research Corp
Georgia
$2.84M +$649K +37,422 +30%
PFM
321
Phillips Financial Management
Indiana
$2.83M +$206K +11,880 +8%
LFS
322
Lutz Financial Services
Nebraska
$2.8M +$55.2K +3,186 +2%
PA
323
Parallel Advisors
California
$2.78M -$4.06K -234 -0.1%
SIC
324
Sigma Investment Counselors
Michigan
$2.77M -$55.4K -3,198 -2%
Bank of New York Mellon
325
Bank of New York Mellon
New York
$2.76M -$44K -2,538 -2%
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