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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 %
MWM
301
Merriman Wealth Management
Washington
$3.85M +$455 +24 +0%
SFA
302
Seneca Financial Advisors
New York
$3.84M +$966K +50,946 +34%
IFA
303
Index Fund Advisors
California
$3.72M +$3.72M +196,128 New
CCM
304
Carlson Capital Management
Minnesota
$3.72M -$102K -5,352 -3%
SFS
305
Summit Financial Strategies
Ohio
$3.71M – – –
SP
306
Successful Portfolios
Florida
$3.7M +$224K +11,802 +6%
LWMT
307
Legacy Wealth Management (Tennessee)
Tennessee
$3.69M -$280K -14,784 -7%
Nomura Asset Management
308
Nomura Asset Management
Japan
$3.67M +$3.67M +193,290 New
BWM
309
BerganKDV Wealth Management
Minnesota
$3.65M -$139K -7,350 -4%
JCM
310
Jacobi Capital Management
Pennsylvania
$3.65M -$18.3K -966 -0.5%
BAM
311
Berkshire Asset Management
Pennsylvania
$3.63M +$177K +9,324 +5%
CPIG
312
Chicago Partners Investment Group
Illinois
$3.6M +$1.63M +93,000 +82%
CMBA
313
C.M. Bidwell & Associates
Hawaii
$3.52M -$42.3K -2,232 -1%
FLPIM
314
F.L. Putnam Investment Management
Massachusetts
$3.52M -$192K -10,134 -5%
RJA
315
Raymond James & Associates
Florida
$3.46M -$308K -16,236 -8%
MMA
316
Miracle Mile Advisors
California
$3.45M -$50.9K -2,682 -1%
SWM
317
Spire Wealth Management
Virginia
$3.43M -$242K -12,774 -7%
TFS
318
TrustCore Financial Services
Tennessee
$3.4M -$1.62M -85,284 -32%
WWM
319
Western Wealth Management
Colorado
$3.39M +$3.39M +178,662 New
SHGA
320
Sand Hill Global Advisors
California
$3.39M +$114 +6 +0%
BC
321
Brio Consultants
California
$3.37M -$151K -7,968 -4%
RFA
322
Radnor Financial Advisors
Pennsylvania
$3.35M +$19.2K +1,014 +0.6%
PA
323
PFG Advisors
Arizona
$3.35M +$151K +7,944 +5%
PGFC
324
Peapack-Gladstone Financial Corp
New Jersey
$3.35M +$33.1K +1,746 +1%
AAS
325
Avantax Advisory Services
Texas
$3.35M +$2.88M +151,560 +611%
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