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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 %
TRCT
526
Tower Research Capital (TRC)
New York
$773K +$292K +16,812 +61%
TW
527
Transform Wealth
Colorado
$767K -$9.26K -534 -1%
WIA
528
World Investment Advisors
California
$767K +$68.1K +3,924 +10%
VWA
529
Visionary Wealth Advisors
Illinois
$762K +$149K +8,580 +24%
HWA
530
Heritage Wealth Advisors
Virginia
$741K – – –
BI
531
Blooom Inc
Kansas
$738K -$28.7K -1,644 -4%
PPP
532
Private Portfolio Partners
New Jersey
$734K – – –
HWA
533
HHM Wealth Advisors
Tennessee
$733K +$208 +12 +0%
Brown Advisory
534
Brown Advisory
Maryland
$731K -$39K -2,250 -5%
LRPA
535
L. Roy Papp & Associates
Arizona
$725K – – –
CAM
536
Carret Asset Management
New York
$723K – – –
RCC
537
Red Cedar Capital
Nebraska
$717K – – –
CWA
538
Choice Wealth Advisors
Maine
$716K +$57.9K +3,342 +9%
WFA
539
Wade Financial Advisory
California
$713K – – –
CG
540
Caprock Group
Idaho
$709K +$520 +30 +0.1%
CA
541
Clearstead Advisors
Ohio
$705K +$175K +10,104 +33%
JCM
542
Jacobsen Capital Management
Utah
$700K -$20.8K -1,200 -3%
GAM
543
Garrison Asset Management
Arkansas
$700K -$17.5K -1,008 -2%
PWM
544
Praetorian Wealth Management
California
$698K – – –
LAS
545
Lloyd Advisory Services
Georgia
$694K -$2.05M -118,356 -75%
EHPM
546
Emery Howard Portfolio Management
California
$687K +$2.19K +126 +0.3%
MIP
547
Marietta Investment Partners
Wisconsin
$687K +$102K +5,892 +17%
SHWM
548
Silicon Hills Wealth Management
Texas
$680K -$9.26K -534 -1%
SBIA
549
Sheaff Brock Investment Advisors
Indiana
$655K +$166K +9,600 +34%
FANJ
550
Financial Architects (New Jersey)
New Jersey
$653K -$58K -3,342 -8%
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