We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

992 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 176 funds opening new positions, 367 increasing their positions, 309 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 32

59% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.58M

19% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 309

14% more funds holding

Funds holding: 869 → 992 (+123)

13% more capital invested

Capital invested by funds: $20.2B → $22.8B (+$2.6B)

13% more funds holding in top 10

Funds holding in top 10: 149 → 168 (+19)

5.56% more ownership

Funds ownership: 382.45% → 388.01% (+5.6%)

Holders
992
Holders Change
+123
Holders Change %
+14.15%
% of All Funds
15.27%
Holding in Top 10
168
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.75%
% of All Funds
2.59%
New
176
Increased
367
Reduced
309
Closed
32
Calls
$2.52M
Puts
$1.58M
Net Calls
+$934K
Net Calls Change
+$267K

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$144M
3
CSIA
Charles Schwab Investment Advisory
California
+$113M
4
HighTower Advisors
HighTower Advisors
Illinois
+$110M
5
Charles Schwab
Charles Schwab
California
+$53.8M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$198M
2
CST
Charles Schwab Trust
Nevada
-$29.8M
3
BWA
BlueSky Wealth Advisors
North Carolina
-$29.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.8M
5
WANY
Wealthspire Advisors (New York)
New York
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
376
Abbrea Capital
California
$2.51M – – –
ECM
377
Elgethun Capital Management
South Dakota
$2.5M -$82K -4,440 -3%
FCI
378
Financial Counselors Inc
Kansas
$2.5M +$327K +17,706 +16%
RIM
379
Rockbridge Investment Management
New York
$2.48M -$116K -6,306 -5%
Millennium Management
380
Millennium Management
New York
$2.48M +$2.42M +130,836 New
APSI
381
Asset Planning Services Inc
Louisiana
$2.48M +$340K +18,408 +16%
VA
382
Valmark Advisers
Ohio
$2.47M -$163K -8,814 -6%
FPS
383
Fieldpoint Private Securities
Connecticut
$2.47M +$2.4M +129,978 New
RC
384
Roundview Capital
New Jersey
$2.46M +$12.3K +666 +0.5%
BC
385
Burleson & Co
California
$2.46M -$22.7K -1,230 -0.9%
GC
386
Garde Capital
Washington
$2.45M -$86.7K -4,692 -4%
GFP
387
Guardian Financial Partners
California
$2.43M +$2.37M +128,208 New
FRA
388
Front Row Advisors
California
$2.43M -$17.6K -954 -0.7%
IFG
389
Independent Financial Group
California
$2.4M +$365K +19,782 +19%
WCM
390
Wealthcare Capital Management
Virginia
$2.38M -$407K -22,056 -15%
SG
391
Somerset Group
Minnesota
$2.38M +$2.99K +162 +0.1%
APP
392
Avantax Planning Partners
Iowa
$2.37M +$429K +23,208 +23%
Financial Engines Advisors
393
Financial Engines Advisors
California
$2.37M +$61.3K +3,318 +3%
AF
394
Advisornet Financial
Minnesota
$2.34M -$205K -11,124 -8%
CIR
395
Clear Investment Research
Georgia
$2.34M -$6.1K -330 -0.3%
MWA
396
MFA Wealth Advisors
Pennsylvania
$2.28M -$300K -16,248 -12%
EVC
397
Eidelman Virant Capital
Missouri
$2.27M -$26.5K -1,434 -1%
VWA
398
VERITY Wealth Advisors
United States
$2.27M -$2K -108 -0.1%
Rockefeller Capital Management
399
Rockefeller Capital Management
New York
$2.24M +$52.5K +2,844 +2%
Lazard Asset Management
400
Lazard Asset Management
New York
$2.24M – – –
14 15
16
17 18

SCHX Hedge Fund Activity: Q4 2021 in Review

992 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2021, worth a combined $22.8B — up 13% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new SCHX positions and 32 closed out — a net gain of 144 holders — while 367 added to existing stakes and 309 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $147M. The largest seller was Franklin Resources, cutting an estimated $198M.

  • 992 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2021, up from 869 in Q3 2021.
  • Funds reported $22.8B of Schwab US Large- Cap ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 176 funds opened new Schwab US Large- Cap ETF positions in Q4 2021 and 32 closed out, a net change of +144 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q4 2021 was Mercer Global Advisors, an estimated $147M added.
  • The largest Schwab US Large- Cap ETF seller in Q4 2021 was Franklin Resources, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2021.