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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 %
AC
501
Avant Capital
Louisiana
$1.27M +$1.27M +67,062 New
TA
502
Tiedemann Advisors
New York
$1.26M -$136K -7,194 -10%
GIA
503
Gladstone Institutional Advisory
Florida
$1.26M +$1.26M +66,180 New
AIM
504
Aspen Investment Management
Michigan
$1.25M +$21.9K +1,152 +2%
D
505
Diversified
Delaware
$1.24M +$1.24M +64,968 New
RF
506
RHS Financial
California
$1.24M -$104K -5,496 -8%
Janney Montgomery Scott
507
Janney Montgomery Scott
Pennsylvania
$1.23M +$33.7K +1,776 +3%
OCM
508
One Capital Management
California
$1.23M +$88.3K +4,656 +8%
KAS
509
Kestra Advisory Services
Texas
$1.22M -$8.61M -453,768 -88%
SC
510
Schoolcraft Capital
Colorado
$1.22M -$10.2K -540 -0.8%
FA
511
Fagan Associates
New York
$1.21M +$321K +16,938 +36%
ZF
512
Zhang Financial
Michigan
$1.2M +$95.9K +5,058 +9%
MCM
513
Maryland Capital Management
Maryland
$1.2M +$186K +9,792 +18%
PWW
514
Pettyjohn Wood & White
Virginia
$1.18M – – –
EFG
515
Everhart Financial Group
Ohio
$1.18M -$29.8K -1,572 -2%
WP
516
WealthPLAN Partners
Nebraska
$1.17M -$50.4K -2,820 -4%
VCWA
517
Vanguard Capital Wealth Advisors
Colorado
$1.17M +$414K +21,810 +55%
SC
518
Slow Capital
California
$1.17M -$53.6K -2,826 -4%
RPGK
519
Retirement Planning Group (Kansas)
Kansas
$1.17M +$110K +5,814 +10%
RDFA
520
Ritter Daniher Financial Advisory
Ohio
$1.16M +$4.67K +246 +0.4%
PP
521
Palladium Partners
Virginia
$1.16M +$12.1K +636 +1%
SQA
522
Simon Quick Advisors
New Jersey
$1.16M -$116K -6,114 -9%
FCH
523
Freestone Capital Holdings
Washington
$1.15M -$39.3K -2,070 -3%
WSTAM
524
Wilbanks Smith & Thomas Asset Management
Virginia
$1.13M -$2.39K -126 -0.2%
Susquehanna International Group
525
Susquehanna International Group
Pennsylvania
$1.13M -$6.32M -332,886 -85%
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