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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 %
YIA
526
YHB Investment Advisors
Connecticut
$1.13M -$6.6K -348 -0.6%
IF
527
Ironwood Financial
Arizona
$1.12M -$21.5K -1,134 -2%
KIA
528
KCM Investment Advisors
California
$1.12M +$9.33K +492 +0.8%
PAM
529
Premier Asset Management
Illinois
$1.11M +$639K +33,690 +135%
SSB
530
Sandy Spring Bank
Maryland
$1.1M +$9.67K +510 +0.9%
SFS
531
Security Financial Services
Indiana
$1.1M +$1.1M +58,134 New
OF
532
Outfitter Financial
Maine
$1.09M +$64.9K +3,420 +6%
TC
533
Tenret Company
Florida
$1.09M – – –
APW
534
Aurora Private Wealth
New Jersey
$1.08M +$6.95K +366 +0.6%
VPIM
535
Vanguard Personalized Indexing Management
California
$1.08M – – –
BPWM
536
Badgley Phelps Wealth Managers
Washington
$1.08M +$1.37K +72 +0.1%
CAL
537
Capital Advisors Ltd
Ohio
$1.06M – – –
ANTB
538
AMG National Trust Bank
Colorado
$1.06M +$1.14K +60 +0.1%
LWM
539
Loveless Wealth Management
Montana
$1.06M +$108K +5,676 +11%
SFG
540
StrategIQ Financial Group
Indiana
$1.05M -$2.28K -120 -0.2%
DI
541
DFPG Investments
Utah
$1.05M +$30K +1,692 +3%
CA
542
Clearstead Advisors
Ohio
$1.04M +$269K +14,178 +35%
WIA
543
World Investment Advisors
California
$1.03M +$242K +13,500 +31%
PAM
544
Peak Asset Management
Colorado
$1.02M – – –
CAM
545
Cozad Asset Management
Illinois
$1.01M +$17.6K +930 +2%
BAM
546
Barrett Asset Management
New York
$1M +$62K +3,270 +7%
AFS
547
Annapolis Financial Services
Maryland
$996K +$455 +24 +0%
FTS
548
Fifth Third Securities
Ohio
$980K +$980K +51,630 New
PIP
549
Peachtree Investment Partners
Florida
$956K +$6.15K +324 +0.6%
ASN
550
Advisory Services Network
Georgia
$956K +$66K +3,480 +7%
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