SCHX icon

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 %
JCIA
351
Jackson Creek Investment Advisors
Colorado
$2.32M -$101K -5,820 -4%
GC
352
Garde Capital
Washington
$2.32M -$72.2K -4,164 -3%
AC
353
Abbrea Capital
California
$2.29M -$15.2K -876 -0.7%
FFA
354
First Foundation Advisors
California
$2.29M +$21K +1,212 +0.9%
BC
355
Burleson & Co
California
$2.27M -$69.5K -4,008 -3%
RC
356
Roundview Capital
New Jersey
$2.24M +$4.06K +234 +0.2%
FRA
357
Front Row Advisors
California
$2.23M -$5.1K -294 -0.2%
LFA
358
Landmark Financial Advisors
Kentucky
$2.21M +$117K +7,332 +6%
SG
359
Somerset Group
Minnesota
$2.17M +$9.26K +534 +0.4%
Northern Trust
360
Northern Trust
Illinois
$2.17M +$20.8K +1,200 +1%
CIR
361
Clear Investment Research
Georgia
$2.14M +$25.1K +1,446 +1%
SWM
362
SeaCrest Wealth Management
New York
$2.13M -$174K -10,020 -8%
CPIG
363
Chicago Partners Investment Group
Illinois
$2.12M +$490K +26,178 +30%
EVC
364
Eidelman Virant Capital
Missouri
$2.11M -$81.9K -4,680 -4%
Financial Engines Advisors
365
Financial Engines Advisors
California
$2.1M +$155K +8,934 +8%
EWA
366
EP Wealth Advisors
California
$2.09M +$5.31K +306 +0.3%
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$574K +33,084 +38%
VWA
368
VERITY Wealth Advisors
United States
$2.07M -$135K -7,764 -6%
AOWM
369
Alpha Omega Wealth Management
Virginia
$2.07M -$133K -7,692 -6%
Lazard Asset Management
370
Lazard Asset Management
New York
$2.04M – – –
FSWA
371
Financial Synergies Wealth Advisors
Texas
$2.04M -$46.8K -2,700 -2%
PFWA
372
Paces Ferry Wealth Advisors
Georgia
$2.04M -$20.1K -1,158 -1%
BFA
373
Beaumont Financial Advisors
Massachusetts
$2.02M -$31.2K -1,800 -2%
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$2M +$287K +16,590 +17%
TC
375
TownSquare Capital
Utah
$2M -$87.1K -5,022 -4%
13 14
15
16 17