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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 %
PFA
551
Pinnacle Family Advisors
Missouri
$651K +$375K +21,648 +136%
EK
552
Evensky & Katz
Florida
$647K -$71.2K -4,104 -10%
IWM
553
IHT Wealth Management
Illinois
$645K -$346K -19,926 -35%
CF
554
Centaurus Financial
California
$644K -$15.4K -888 -2%
LBD
555
Landsberg Bennett & Dubbaneh
Florida
$643K +$2.11K +120 +0.3%
MWM
556
Modera Wealth Management
New Jersey
$636K +$636K +36,666 New
PWA
557
Physician Wealth Advisors
Utah
$635K -$40.5K -2,244 -6%
NCM
558
Novare Capital Management
North Carolina
$633K -$13.2K -762 -2%
RCA
559
Reitz Capital Advisors
Michigan
$630K -$270K -15,540 -30%
GRP
560
Global Retirement Partners
California
$617K -$102K -5,892 -14%
GG
561
GenWealth Group
New Jersey
$605K – – –
SWP
562
Strategic Wealth Partners
Ohio
$600K +$600K +34,614 New
CCG
563
Cypress Capital Group
Florida
$597K -$15.6K -900 -3%
OFG
564
Oxford Financial Group
Indiana
$597K +$4.16K +240 +0.7%
AFA
565
American Financial Advisors
Georgia
$595K -$5.82K -336 -1%
TWA
566
TCI Wealth Advisors
Arizona
$594K +$104 +6 +0%
CA
567
Continuum Advisory
Idaho
$586K -$7.59K -438 -1%
MCCP
568
Mission Creek Capital Partners
California
$585K – – –
RWA
569
River Wealth Advisors
Pennsylvania
$575K -$22.6K -1,302 -4%
FWCM
570
Ferguson Wellman Capital Management
Oregon
$567K +$194K +11,202 +52%
AWA
571
Arkadios Wealth Advisors
Georgia
$562K +$114K +6,600 +26%
SPC
572
Stewart & Patten Company
California
$546K +$1.04K +60 +0.2%
SW
573
SVB Wealth
Massachusetts
$545K +$15.2K +876 +3%
HIC
574
Hartline Investment Corp
Illinois
$543K – – –
MBTD
575
Mechanics Bank - Trust Department
California
$538K – – –
21 22
23
24 25