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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 %
WSTAM
476
Wilbanks Smith & Thomas Asset Management
Virginia
$1.04M -$22K -1,266 -2%
YIA
477
YHB Investment Advisors
Connecticut
$1.03M +$50.8K +2,928 +5%
SFG
478
SevenBridge Financial Group
Pennsylvania
$1.03M -$13.3K -768 -1%
DI
479
DFPG Investments
Utah
$1.03M +$443K +24,750 +76%
KIA
480
KCM Investment Advisors
California
$1.01M -$33.8K -1,950 -3%
WIC
481
Whitegate Investment Counselors
New Hampshire
$1.01M -$27.1K -1,566 -3%
ZF
482
Zhang Financial
Michigan
$1.01M +$289K +16,674 +40%
SSB
483
Sandy Spring Bank
Maryland
$1M -$20.5K -1,182 -2%
1WM
484
1900 Wealth Management
Texas
$999K -$2.08K -120 -0.2%
TC
485
Tenret Company
Florida
$996K – – –
VPIM
486
Vanguard Personalized Indexing Management
California
$990K – – –
BPWM
487
Badgley Phelps Wealth Managers
Washington
$987K +$987K +56,916 New
APW
488
Aurora Private Wealth
New Jersey
$984K +$14.6K +840 +2%
CAL
489
Capital Advisors Ltd
Ohio
$971K – – –
SC
490
Savant Capital
Illinois
$968K +$560K +32,316 +137%
SAM
491
Summit Asset Management
Tennessee
$966K -$34.6K -1,992 -3%
ANTB
492
AMG National Trust Bank
Colorado
$966K +$1.66K +96 +0.2%
SFG
493
StrategIQ Financial Group
Indiana
$965K -$1.25K -72 -0.1%
RPGK
494
Retirement Planning Group (Kansas)
Kansas
$964K -$418K -24,120 -30%
SIM
495
Stratos Investment Management
Ohio
$948K +$948K +54,684 New
RPCA
496
Running Point Capital Advisors
California
$941K -$88.3K -5,094 -9%
OF
497
Outfitter Financial
Maine
$940K +$133K +7,650 +16%
PAM
498
Peak Asset Management
Colorado
$930K -$27.1K -1,560 -3%
MCM
499
Maryland Capital Management
Maryland
$923K -$138K -7,962 -13%
AFS
500
Annapolis Financial Services
Maryland
$910K – – –
18 19
20
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