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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 %
DTC
451
Davidson Trust Company
Washington
$1.62M – – –
FCM
452
Firestone Capital Management
Florida
$1.62M +$29.1K +1,536 +2%
CWA
453
Choice Wealth Advisors
Maine
$1.62M +$834K +43,980 +106%
PSUF
454
People's United Financial
Connecticut
$1.61M +$5.8K +306 +0.4%
TF
455
TIAA FSB
Florida
$1.6M -$5.35K -282 -0.3%
HI
456
Human Investing
Oregon
$1.58M +$69.4K +3,660 +5%
MFT
457
Moisand Fitzgerald Tamayo
Florida
$1.55M -$71.5K -3,768 -4%
MA
458
Modus Advisors
Minnesota
$1.55M -$84.9K -4,476 -5%
NFG
459
Nations Financial Group
Iowa
$1.54M -$155K -8,160 -9%
G
460
Gainplan
Michigan
$1.54M -$27.7K -1,458 -2%
DWP
461
Destiny Wealth Partners
Florida
$1.52M +$71.5K +3,768 +5%
JG
462
Jefferies Group
New York
$1.52M – – –
PA
463
Pinnacle Associates
New York
$1.52M +$43.5K +2,292 +3%
ZIM
464
Zacks Investment Management
Illinois
$1.51M +$108K +5,706 +8%
FNBT
465
FineMark National Bank & Trust
Florida
$1.51M -$26.8K -1,410 -2%
CB
466
Commerce Bank
Missouri
$1.51M +$51.9K +2,736 +4%
ACM
467
Argent Capital Management
Missouri
$1.51M +$1.51M +79,506 New
Calamos Advisors
468
Calamos Advisors
Illinois
$1.48M +$27K +1,422 +2%
HWMG
469
Hurlow Wealth Management Group
Indiana
$1.45M +$104K +6,894 +8%
GWM
470
GSB Wealth Management
Connecticut
$1.44M +$39.1K +2,064 +3%
TFS
471
Thoroughbred Financial Services
Tennessee
$1.43M +$494K +26,040 +53%
WWM
472
Windsor Wealth Management
Indiana
$1.43M +$1.03K +54 +0.1%
GBWM
473
Granite Bay Wealth Management
New Hampshire
$1.43M +$1.43M +75,906 New
NA
474
NewEdge Advisors
Louisiana
$1.43M +$280K +14,778 +24%
HIC
475
Holderness Investments Company
North Carolina
$1.42M +$72.6K +3,828 +5%
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