SCHX icon

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
$513M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$619M
3
CSIA
Charles Schwab Investment Advisory
California
$7.57B
4
HighTower Advisors
HighTower Advisors
Illinois
$173M
5
Charles Schwab
Charles Schwab
California
$1.98B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$488K
2
CST
Charles Schwab Trust
Nevada
$1.89M
3
BWA
BlueSky Wealth Advisors
North Carolina
$123M
4
Osaic Holdings
Osaic Holdings
Arizona
$98.3M
5
WANY
Wealthspire Advisors (New York)
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Apriem Advisors
California
$97.9M +$479K +25,260 +0.5%
WP
27
WealthSource Partners
California
$95.9M +$441K +23,250 +0.5%
UCFA
28
United Capital Financial Advisors
Texas
$91.6M -$2.77M -145,944 -3%
AT
29
American Trust
Kentucky
$88.2M +$88.2M +4,649,442 New
JFG
30
JMG Financial Group
Illinois
$86.2M -$806K -42,492 -0.9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$79.5M +$1.56M +82,164 +2%
SFA
32
Sequoia Financial Advisors
Ohio
$78.7M +$47.7M +2,515,608 +154%
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$78.4M -$17M -896,142 -18%
CCM
34
Ciovacco Capital Management
Georgia
$78.2M +$6.96M +366,966 +10%
BSB
35
Bangor Savings Bank
Maine
$75.9M +$2.56M +135,060 +3%
MW
36
Marcum Wealth
Ohio
$73.7M +$10.7M +565,614 +17%
RWM
37
RKL Wealth Management
Pennsylvania
$72.1M +$755K +39,804 +1%
Bank of America
38
Bank of America
North Carolina
$65.9M +$4.02M +211,842 +6%
Ameriprise
39
Ameriprise
Minnesota
$65.8M +$1.32M +69,522 +2%
PFG
40
Piershale Financial Group
Illinois
$64.8M +$33.6M +1,769,514 +107%
FVWA
41
Foster Victor Wealth Advisors
South Carolina
$58.1M -$1.62M -86,190 -3%
CAM
42
Cresset Asset Management
Illinois
$57M +$668K +35,232 +1%
SC
43
Savant Capital
Illinois
$54.4M +$53.3M +2,810,436 +5,031%
Truist Financial
44
Truist Financial
North Carolina
$52.1M -$1.45M -76,338 -3%
JIC
45
Johnson Investment Counsel
Ohio
$49.6M +$1.81M +95,418 +4%
AWMG
46
Alliance Wealth Management Group
New Jersey
$47.9M +$132K +6,954 +0.3%
TCM
47
Towercrest Capital Management
Pennsylvania
$47.9M +$132K +6,954 +0.3%
CWM
48
Curi Wealth Management
North Carolina
$47.4M +$3.81M +200,616 +9%
Morgan Stanley
49
Morgan Stanley
New York
$46.7M +$1.71M +89,994 +4%
PRS
50
Pinkerton Retirement Specialists
Idaho
$46.2M +$36.3K +1,914 +0.1%
1
2
3 4 5