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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 %
FAG
326
Financial Advisory Group
Texas
$2.76M -$17.2K -990 -0.6%
FA
327
FDx Advisors
Illinois
$2.75M -$146K -8,394 -5%
IA
328
IFG Advisory
Georgia
$2.73M -$265K -15,282 -9%
TAM
329
Townsend Asset Management
North Carolina
$2.64M +$5.31K +306 +0.2%
SFA
330
Seneca Financial Advisors
New York
$2.63M -$34.2K -1,974 -1%
Cetera Investment Advisers
331
Cetera Investment Advisers
Illinois
$2.62M -$744K -42,912 -22%
WCFA
332
Walkner Condon Financial Advisors
Wisconsin
$2.61M +$335K +19,296 +15%
BJL
333
Brighton Jones LLC
Washington
$2.59M +$322K +18,600 +14%
WCM
334
Wealthcare Capital Management
Virginia
$2.56M +$87.6K +5,052 +4%
Renaissance Technologies
335
Renaissance Technologies
New York
$2.55M +$1.19M +68,400 +87%
CCM
336
Condor Capital Management
New Jersey
$2.54M -$52.7K -3,042 -2%
AA
337
Advisory Alpha
Michigan
$2.53M +$2.53M +146,004 New
MCM
338
Manchester Capital Management
Vermont
$2.53M – – –
FTUS
339
Flow Traders U.S.
New York
$2.51M +$2.24M +129,438 +833%
MW
340
MBL Wealth
North Carolina
$2.51M +$2.51M +144,540 New
SCM
341
Stordahl Capital Management
Colorado
$2.46M -$45.6K -2,628 -2%
DP
342
DDD Partners
Washington
$2.41M +$18.6K +1,074 +0.8%
VA
343
Valmark Advisers
Ohio
$2.41M +$153K +8,802 +7%
CBFP
344
Cedar Brook Financial Partners
Ohio
$2.4M +$199K +11,502 +9%
SPFA
345
Summit Place Financial Advisors
New Jersey
$2.39M -$36.4K -2,100 -2%
BCM
346
Brookstone Capital Management
Illinois
$2.38M -$4.23K -240 -0.2%
RIM
347
Rockbridge Investment Management
New York
$2.38M +$2.18K +126 +0.1%
MWA
348
MFA Wealth Advisors
Pennsylvania
$2.36M -$422K -24,336 -15%
ECM
349
Elgethun Capital Management
South Dakota
$2.36M +$11.5K +666 +0.5%
AF
350
Advisornet Financial
Minnesota
$2.33M +$4.99K +288 +0.2%
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