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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 %
JG
426
Jefferies Group
New York
$1.39M +$113K +6,534 +9%
CAI
427
Capital Advisors Inc
Oklahoma
$1.39M +$67.7K +3,906 +5%
HI
428
Human Investing
Oregon
$1.38M -$15.7K -906 -1%
PA
429
Pinnacle Associates
New York
$1.35M -$25.1K -1,446 -2%
OFS
430
Oldfather Financial Services
Nebraska
$1.34M -$14.8K -786 -1%
LWAC
431
Laurel Wealth Advisors (California)
California
$1.34M +$5.93K +342 +0.4%
CB
432
Commerce Bank
Missouri
$1.33M – – –
Calamos Advisors
433
Calamos Advisors
Illinois
$1.33M +$45.7K +2,634 +4%
DWP
434
Destiny Wealth Partners
Florida
$1.33M -$414K -23,850 -24%
WWM
435
Windsor Wealth Management
Indiana
$1.31M -$126K -7,188 -9%
TCM
436
Twele Capital Management
Minnesota
$1.31M -$24.6K -1,416 -2%
IFS
437
Ifrah Financial Services
Arkansas
$1.31M +$14.3K +822 +1%
CCMD
438
Cypress Capital Management (Delaware)
Delaware
$1.3M – – –
CCP
439
Cardan Capital Partners
Colorado
$1.3M +$1.3M +74,712 New
WP
440
WealthPLAN Partners
Nebraska
$1.29M -$58.7K -3,126 -4%
ZIM
441
Zacks Investment Management
Illinois
$1.28M – – –
GWM
442
GSB Wealth Management
Connecticut
$1.28M -$3.02K -174 -0.2%
TA
443
Tiedemann Advisors
New York
$1.28M +$2.5K +144 +0.2%
TC
444
Tatro Capital
Kentucky
$1.27M -$50.1K -2,886 -4%
AWM
445
Altium Wealth Management
New York
$1.25M -$77K -4,440 -6%
AC
446
Alley Company
Illinois
$1.25M +$9.16K +528 +0.7%
VVP
447
Venture Visionary Partners
Ohio
$1.25M -$230K -13,248 -16%
PCM
448
Pennsylvania Capital Management
Pennsylvania
$1.24M +$18.4K +1,002 +2%
HIC
449
Holderness Investments Company
North Carolina
$1.24M +$1.25K +72 +0.1%
RF
450
RHS Financial
California
$1.23M -$986K -56,898 -45%
16 17
18
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