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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 %
AMG
451
Advisors Management Group
Wisconsin
$1.21M -$20.1K -1,158 -2%
VCM
452
Vision Capital Management
Oregon
$1.21M +$58K +3,348 +5%
CCA
453
Column Capital Advisors
Indiana
$1.2M +$104 +6 +0%
HPWM
454
Highland Private Wealth Management
Washington
$1.19M -$112K -6,432 -9%
BFG
455
Bouchey Financial Group
New York
$1.19M -$22.6K -1,302 -2%
WTC
456
WhitTier Trust Company
Nevada
$1.19M – – –
SQA
457
Simon Quick Advisors
New Jersey
$1.16M +$832 +48 +0.1%
SWM
458
Southern Wealth Management
Texas
$1.13M +$2.6K +150 +0.2%
SC
459
Schoolcraft Capital
Colorado
$1.12M -$19.5K -1,122 -2%
AIM
460
Aspen Investment Management
Michigan
$1.12M -$10.8K -624 -1%
SC
461
Slow Capital
California
$1.11M -$4.16K -240 -0.4%
AP
462
Adero Partners
California
$1.11M +$10.6K +612 +1%
EFG
463
Everhart Financial Group
Ohio
$1.1M -$30.2K -1,740 -3%
Janney Montgomery Scott
464
Janney Montgomery Scott
Pennsylvania
$1.1M -$6.55K -378 -0.6%
LNC
465
Lincoln National Corp
Pennsylvania
$1.1M +$80.1K +4,620 +8%
FCH
466
Freestone Capital Holdings
Washington
$1.09M +$327K +18,846 +43%
GWA
467
GGM Wealth Advisors
Maryland
$1.08M +$267K +14,496 +33%
PWW
468
Pettyjohn Wood & White
Virginia
$1.08M +$11.8K +678 +1%
RDFA
469
Ritter Daniher Financial Advisory
Ohio
$1.06M -$3.75K -216 -0.4%
CA
470
Cetera Advisors
Colorado
$1.05M +$230K +13,272 +28%
CCWA
471
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M +$28.3K +1,632 +3%
NA
472
NewEdge Advisors
Louisiana
$1.05M +$374K +21,552 +55%
PP
473
Palladium Partners
Virginia
$1.05M – – –
IF
474
Ironwood Financial
Arizona
$1.05M +$1.77K +102 +0.2%
OCM
475
One Capital Management
California
$1.04M -$86.1K -4,968 -8%
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