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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 %
Cetera Investment Advisers
326
Cetera Investment Advisers
Illinois
$3.31M +$451K +23,778 +16%
LPIC
327
LeJeune Puetz Investment Counsel
Michigan
$3.28M +$3.76K +198 +0.1%
BAM
328
Belpointe Asset Management
Nevada
$3.28M +$10.7K +564 +0.3%
VR
329
Viridian RIA
Washington
$3.27M +$3.27M +172,560 New
HCM
330
Hollencrest Capital Management
California
$3.27M +$6.26K +330 +0.2%
GWANC
331
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.22M +$3.22M +169,614 New
VFA
332
Valeo Financial Advisors
Indiana
$3.19M -$17.2K -906 -0.5%
AMG
333
Asset Management Group
Connecticut
$3.19M -$1.94K -102 -0.1%
BAM
334
Baldrige Asset Management
Pennsylvania
$3.18M -$87.9K -4,632 -3%
BCM
335
Brookstone Capital Management
Illinois
$3.18M +$669K +36,030 +27%
CHA
336
Carmichael Hill & Associates
Maryland
$3.17M +$39.4K +2,076 +1%
GHA
337
GW Henssler & Associates
Georgia
$3.16M +$8.99K +474 +0.3%
DSC
338
Duncker Streett & Co
Missouri
$3.15M -$51.3K -2,706 -2%
BFPW
339
BOK Financial Private Wealth
Colorado
$3.14M -$17.6K -930 -0.6%
ECML
340
Eagle Capital Management (Louisiana)
Louisiana
$3.14M -$200K -10,536 -6%
PFM
341
Phillips Financial Management
Indiana
$3.14M +$46.8K +2,466 +2%
FPCG
342
Fort Pitt Capital Group
Pennsylvania
$3.14M +$1.45M +76,350 +86%
BFM
343
Broadview Financial Management
Wisconsin
$3.12M -$78.3K -4,128 -2%
EFS
344
Econ Financial Services
Pennsylvania
$3.11M +$3.11M +498 New
EWM
345
Elmwood Wealth Management
California
$3.11M +$3.11M +163,764 New
ECG
346
Edge Capital Group
Georgia
$3.11M -$319K -16,818 -9%
AWM
347
Apollon Wealth Management
South Carolina
$3.09M +$2.89M +442,278 +1,443%
FA
348
FDx Advisors
Illinois
$3.08M +$62.7K +3,306 +2%
RDIA
349
RE Dickinson Investment Advisors
Iowa
$3.07M +$3.07M +161,766 New
LFS
350
Lutz Financial Services
Nebraska
$3.06M -$797 -42 -0%
12 13
14
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