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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 %
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$1.57M -$84.5K -4,872 -5%
OC
402
Oppenheimer & Co
New York
$1.57M -$47.8K -2,754 -3%
WI
403
Wedgewood Investors
Pennsylvania
$1.57M – – –
TNA
404
True North Advisors
Texas
$1.55M +$712K +41,088 +85%
HWMG
405
Hurlow Wealth Management Group
Indiana
$1.55M -$20.1K -1,158 -1%
NFG
406
Nations Financial Group
Iowa
$1.55M +$13.9K +804 +0.9%
FPCG
407
Fort Pitt Capital Group
Pennsylvania
$1.54M +$109K +6,288 +8%
EAM
408
Evanson Asset Management
California
$1.54M -$27.5K -1,584 -2%
JWA
409
JFS Wealth Advisors
Pennsylvania
$1.54M -$336K -19,356 -18%
JPLA
410
Joseph P. Lucia & Associates
New York
$1.53M +$126K +7,284 +9%
SWP
411
Stratos Wealth Partners
Ohio
$1.52M +$106K +6,096 +7%
NGA
412
Naples Global Advisors
Florida
$1.52M +$85.5K +4,932 +6%
RWMH
413
Riverpoint Wealth Management Holdings
Illinois
$1.52M +$4.78K +276 +0.3%
QCM
414
Quest Capital Management
Texas
$1.5M +$1.5M +86,664 New
MA
415
Modus Advisors
Minnesota
$1.49M -$24K -1,386 -2%
JWBC
416
John W. Brooker & Co
California
$1.49M +$223K +12,858 +18%
VST
417
Van Strum & Towne
California
$1.49M +$497K +28,650 +50%
MFT
418
Moisand Fitzgerald Tamayo
Florida
$1.48M -$137K -7,908 -8%
DTC
419
Davidson Trust Company
Washington
$1.48M – – –
PSUF
420
People's United Financial
Connecticut
$1.47M -$63.6K -3,666 -4%
TF
421
TIAA FSB
Florida
$1.46M -$213K -12,300 -13%
FCM
422
Firestone Capital Management
Florida
$1.45M – – –
G
423
Gainplan
Michigan
$1.43M -$42.4K -2,442 -3%
PCA
424
Personal Capital Advisors
California
$1.41M +$66.8K +3,852 +5%
FNBT
425
FineMark National Bank & Trust
Florida
$1.4M -$17.8K -1,026 -1%
15 16
17
18 19