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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 %
SPFA
401
Summit Place Financial Advisors
New Jersey
$2.21M -$401K -21,120 -15%
BFA
402
Beaumont Financial Advisors
Massachusetts
$2.21M – – –
AP
403
Advisor Partners
California
$2.18M – – –
LFA
404
Landmark Financial Advisors
Kentucky
$2.18M -$433K -22,818 -17%
SWM
405
SeaCrest Wealth Management
New York
$2.15M -$179K -9,444 -8%
GPFA
406
Game Plan Financial Advisors
Ohio
$2.12M +$203K +10,716 +11%
VST
407
Van Strum & Towne
California
$2.1M +$467K +24,600 +29%
AOWM
408
Alpha Omega Wealth Management
Virginia
$2.09M -$117K -6,330 -5%
JPLA
409
Joseph P. Lucia & Associates
New York
$2.05M +$382K +20,154 +23%
GB
410
Gunma Bank
Japan
$2.05M -$1.37M -72,000 -40%
CWM
411
CCG Wealth Management
California
$2.03M -$31K -1,632 -2%
TC
412
TownSquare Capital
Utah
$2.01M -$176K -9,282 -8%
1WM
413
1900 Wealth Management
Texas
$1.96M +$871K +45,936 +80%
RWA
414
Rainsberger Wealth Advisors
Colorado
$1.96M +$1.96M +103,470 New
Renaissance Technologies
415
Renaissance Technologies
New York
$1.96M -$831K -43,800 -30%
SCM
416
Southport Capital Management
Tennessee
$1.94M +$183K +9,672 +10%
FM
417
Family Management
New York
$1.93M -$32.7K -1,722 -2%
PNC Financial Services Group
418
PNC Financial Services Group
Pennsylvania
$1.92M +$131K +6,930 +7%
MSWMA
419
Market Street Wealth Management Advisors
Indiana
$1.92M -$74.5K -3,930 -4%
APG
420
Abacus Planning Group
South Carolina
$1.92M -$46.3K -2,442 -2%
PPA
421
Parametric Portfolio Associates
Washington
$1.92M +$1.36M +71,556 +243%
USCWA
422
U.S. Capital Wealth Advisors
Texas
$1.89M +$149K +7,842 +9%
CST
423
Charles Schwab Trust
Nevada
$1.89M -$30.6M -1,614,660 -94%
AIS
424
American Investment Services
Massachusetts
$1.87M – – –
AP
425
Adero Partners
California
$1.78M +$571K +30,096 +47%
15 16
17
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