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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 %
AIC
501
Ameritas Investment Company
Nebraska
$909K +$409K +23,610 +82%
CAM
502
Cozad Asset Management
Illinois
$908K -$213K -12,258 -19%
HA
503
Harborview Advisors
Maine
$886K – – –
MCWS
504
McKinley Carter Wealth Services
West Virginia
$884K -$22.1K -1,278 -2%
FC
505
Fulcrum Capital
Washington
$869K +$869K +50,118 New
PIP
506
Peachtree Investment Partners
Florida
$868K +$53.1K +3,060 +7%
LWM
507
Loveless Wealth Management
Montana
$867K +$85K +4,902 +11%
BW
508
Bison Wealth
Georgia
$866K -$11.1K -642 -1%
CAG
509
Csenge Advisory Group
Florida
$864K -$60.3K -3,438 -7%
BAM
510
Barrett Asset Management
New York
$860K +$36.4K +2,100 +4%
TFS
511
Thoroughbred Financial Services
Tennessee
$854K +$322K +18,570 +60%
NP
512
NorthRock Partners
Minnesota
$847K – – –
HP
513
HT Partners
Connecticut
$835K -$20.3K -1,170 -2%
BL
514
BFSG LLC
California
$827K +$827K +47,688 New
ASFA
515
All Season Financial Advisors
Colorado
$818K +$818K +47,172 New
TWM
516
Tanglewood Wealth Management
Texas
$815K -$80.3K -4,632 -9%
ASN
517
Advisory Services Network
Georgia
$813K -$1.52M -87,678 -65%
FA
518
Fagan Associates
New York
$808K +$179K +10,332 +28%
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$804K +$52.9K +3,054 +7%
TYCC
520
Texas Yale Capital Corp
Florida
$796K +$62.4K +3,600 +9%
MWM
521
Meridian Wealth Management
Kentucky
$794K -$16.4K -948 -2%
SMC
522
Smith, Moore & Co
Missouri
$789K +$51.3K +2,958 +7%
FG
523
Foster Group
Iowa
$787K +$2.19K +126 +0.3%
GI
524
GS Investments
Minnesota
$785K +$785K +45,276 New
AMIM
525
Aull & Monroe Investment Management
Alabama
$774K +$7.81K +450 +1%
19 20
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