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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 %
AC
376
Abbrea Capital
California
$2.51M – – –
ECM
377
Elgethun Capital Management
South Dakota
$2.5M -$84.3K -4,440 -3%
FCI
378
Financial Counselors Inc
Kansas
$2.5M +$336K +17,706 +16%
RIM
379
Rockbridge Investment Management
New York
$2.48M -$120K -6,306 -5%
Millennium Management
380
Millennium Management
New York
$2.48M +$2.48M +130,836 New
APSI
381
Asset Planning Services Inc
Louisiana
$2.48M +$349K +18,408 +16%
VA
382
Valmark Advisers
Ohio
$2.47M -$167K -8,814 -6%
FPS
383
Fieldpoint Private Securities
Connecticut
$2.47M +$2.47M +129,978 New
RC
384
Roundview Capital
New Jersey
$2.46M +$12.6K +666 +0.5%
BC
385
Burleson & Co
California
$2.46M -$23.3K -1,230 -0.9%
GC
386
Garde Capital
Washington
$2.45M -$89K -4,692 -4%
GFP
387
Guardian Financial Partners
California
$2.43M +$2.43M +128,208 New
FRA
388
Front Row Advisors
California
$2.43M -$18.1K -954 -0.7%
WCM
389
Wealthcare Capital Management
Virginia
$2.38M -$418K -22,056 -15%
SG
390
Somerset Group
Minnesota
$2.38M +$3.07K +162 +0.1%
APP
391
Avantax Planning Partners
Iowa
$2.37M +$440K +23,208 +23%
Financial Engines Advisors
392
Financial Engines Advisors
California
$2.37M +$62.9K +3,318 +3%
AF
393
Advisornet Financial
Minnesota
$2.34M -$211K -11,124 -8%
CIR
394
Clear Investment Research
Georgia
$2.34M -$6.26K -330 -0.3%
MWA
395
MFA Wealth Advisors
Pennsylvania
$2.28M -$308K -16,248 -12%
EVC
396
Eidelman Virant Capital
Missouri
$2.27M -$27.3K -1,434 -1%
VWA
397
VERITY Wealth Advisors
United States
$2.27M -$2.05K -108 -0.1%
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
$2.24M +$53.9K +2,844 +2%
Lazard Asset Management
399
Lazard Asset Management
New York
$2.24M – – –
FSWA
400
Financial Synergies Wealth Advisors
Texas
$2.23M +$341 +18 +0%
14 15
16
17 18