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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.

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
1
Charles Schwab Investment Advisory
California
$6.81B
2
Franklin Resources
2
Franklin Resources
California
$187M
3
Charles Schwab
3
Charles Schwab
California
$1.76B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$331M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$431M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$12.1M
2
SFA
2
Sequoia Financial Advisors
Ohio
$28.3M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$39.3M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$97.1M +$11.6M +667,986 +14%
AA
27
Apriem Advisors
California
$89M +$14.9M +861,348 +20%
NQWM
28
Northwest Quadrant Wealth Management
Oregon
$88.1M +$1.45M +82,986 +2%
WP
29
WealthSource Partners
California
$87.2M -$5.06M -291,978 -5%
UCFA
30
United Capital Financial Advisors
Texas
$86.3M -$1.43M -82,410 -2%
FMT
31
First Mercantile Trust
Tennessee
$85M -$16.3M -939,306 -16%
JFG
32
JMG Financial Group
Illinois
$79.5M -$108K -6,246 -0.1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$71.3M +$3.14M +181,272 +5%
PEA
34
Pacific Edge Advisors
California
$70.8M +$1.12M +64,686 +2%
BSB
35
Bangor Savings Bank
Maine
$67M +$3.85M +221,802 +6%
RWM
36
RKL Wealth Management
Pennsylvania
$65.2M +$918K +52,932 +1%
CCM
37
Ciovacco Capital Management
Georgia
$65.1M +$14.1M +813,264 +28%
Ameriprise
38
Ameriprise
Minnesota
$58.9M -$2.31M -133,386 -4%
MW
39
Marcum Wealth
Ohio
$57.5M +$4.43M +255,264 +8%
Bank of America
40
Bank of America
North Carolina
$56.6M +$4.19M +241,440 +8%
FVWA
41
Foster Victor Wealth Advisors
South Carolina
$55.2M -$913K -52,686 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$55.1M +$1.45M +83,910 +3%
WANY
43
Wealthspire Advisors (New York)
New York
$52.6M +$16M +922,380 +44%
CAM
44
Cresset Asset Management
Illinois
$51.5M -$2.5M -144,108 -5%
Truist Financial
45
Truist Financial
North Carolina
$48.9M -$1.31M -75,288 -3%
FWM
46
Filbrandt Wealth Management
Wisconsin
$48.9M +$137K +7,884 +0.3%
AWMG
47
Alliance Wealth Management Group
New Jersey
$43.7M -$382K -22,044 -0.9%
TCM
48
Towercrest Capital Management
Pennsylvania
$43.7M -$382K -22,044 -0.9%
JIC
49
Johnson Investment Counsel
Ohio
$43.7M +$1.71M +98,754 +4%
PFM
50
Parsec Financial Management
North Carolina
$43.3M -$3.6M -190,584 -8%
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