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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 %
AP
376
Advisor Partners
California
$1.99M – – –
FCI
377
Financial Counselors Inc
Kansas
$1.98M +$79.6K +4,590 +4%
AF
378
Allworth Financial
California
$1.96M +$115K +6,606 +6%
APSI
379
Asset Planning Services Inc
Louisiana
$1.94M -$10.4K -600 -0.5%
NS
380
Newman & Schimel
Illinois
$1.92M +$208K +12,006 +12%
CWM
381
CCG Wealth Management
California
$1.89M -$52.4K -3,024 -3%
IC
382
IEQ Capital
California
$1.87M +$105K +6,054 +6%
MSWMA
383
Market Street Wealth Management Advisors
Indiana
$1.82M -$20.7K -1,194 -1%
CIC
384
Carnegie Investment Counsel
Ohio
$1.81M +$50.1K +2,874 +3%
FM
385
Family Management
New York
$1.8M -$427K -24,600 -19%
APG
386
Abacus Planning Group
South Carolina
$1.79M -$23K -1,326 -1%
SBH
387
Segall Bryant & Hamill
Illinois
$1.76M -$6.86K -396 -0.4%
APP
388
Avantax Planning Partners
Iowa
$1.76M +$832 +48 +0%
GPFA
389
Game Plan Financial Advisors
Ohio
$1.75M +$86.9K +5,010 +5%
CA
390
Capital Advantage
California
$1.73M -$45.9K -2,646 -3%
SWM
391
SigFig Wealth Management
California
$1.72M -$66.9K -3,858 -4%
AIS
392
American Investment Services
Massachusetts
$1.71M -$83.3K -4,806 -5%
PL
393
Plancorp LLC
Missouri
$1.67M +$1.46M +84,384 +697%
BlackRock
394
BlackRock
New York
$1.66M +$43.1K +2,484 +3%
KWM
395
Kingsview Wealth Management
Oregon
$1.65M +$72K +4,152 +5%
SCM
396
Spreng Capital Management
Ohio
$1.65M -$14.6K -834 -0.9%
CCFM
397
Clear Creek Financial Management
Washington
$1.64M -$56.8K -3,276 -3%
PNC Financial Services Group
398
PNC Financial Services Group
Pennsylvania
$1.64M -$85.6K -4,938 -5%
SCM
399
Southport Capital Management
Tennessee
$1.6M -$45.3K -2,610 -3%
USCWA
400
U.S. Capital Wealth Advisors
Texas
$1.59M +$1.59M +91,800 New
14 15
16
17 18