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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 %
CCMD
476
Cypress Capital Management (Delaware)
Delaware
$1.42M – – –
PCM
477
Pennsylvania Capital Management
Pennsylvania
$1.42M +$134K +7,056 +10%
KWS
478
Keystone Wealth Services
California
$1.42M +$1.42M +74,598 New
LIA
479
LBMC Investment Advisors
Tennessee
$1.41M +$278K +14,658 +24%
LWAC
480
Laurel Wealth Advisors (California)
California
$1.41M -$50.8K -2,676 -3%
IFS
481
Ifrah Financial Services
Arkansas
$1.4M -$31.5K -1,662 -2%
TCM
482
Twele Capital Management
Minnesota
$1.39M -$37.2K -1,962 -3%
TC
483
Tatro Capital
Kentucky
$1.38M -$16.2K -852 -1%
OFS
484
Oldfather Financial Services
Nebraska
$1.36M +$100K +5,646 +8%
AC
485
Alley Company
Illinois
$1.34M -$25.6K -1,350 -2%
WIM
486
Warwick Investment Management
Texas
$1.33M +$1.33M +70,290 New
WG
487
Welch Group
Alabama
$1.33M +$1.33M +69,840 New
CCA
488
Column Capital Advisors
Indiana
$1.31M +$114 +6 +0%
VCM
489
Vision Capital Management
Oregon
$1.31M -$13.9K -732 -1%
LNC
490
Lincoln National Corp
Pennsylvania
$1.31M +$106K +5,568 +9%
HPWM
491
Highland Private Wealth Management
Washington
$1.3M – – –
MIAN
492
Mariner Independent Advisor Network
Kansas
$1.3M +$1.3M +68,628 New
AMG
493
Advisors Management Group
Wisconsin
$1.3M -$19K -1,002 -1%
WTC
494
WhitTier Trust Company
Nevada
$1.3M – – –
BFG
495
Bouchey Financial Group
New York
$1.3M -$2.85K -150 -0.2%
VVP
496
Venture Visionary Partners
Ohio
$1.29M -$80.2K -4,230 -6%
FAG
497
Fortitude Advisory Group
Washington
$1.28M +$1.28M +67,602 New
GWA
498
GGM Wealth Advisors
Maryland
$1.28M +$177K +9,462 +16%
AAS
499
Ameritas Advisory Services
Nebraska
$1.27M +$1.27M +67,104 New
SWM
500
Southern Wealth Management
Texas
$1.27M +$32.2K +1,698 +3%
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