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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 %
MCC
551
Money Concepts Capital
Florida
$955K +$955K +50,340 New
VWA
552
Visionary Wealth Advisors
Illinois
$950K +$116K +6,108 +14%
TSS
553
Two Sigma Securities
New York
$949K +$949K +50,052 New
NP
554
NorthRock Partners
Minnesota
$946K +$19.3K +1,020 +2%
MCWS
555
McKinley Carter Wealth Services
West Virginia
$942K -$25.7K -1,356 -3%
SAM
556
Summit Asset Management
Tennessee
$919K -$137K -7,230 -13%
CAG
557
Csenge Advisory Group
Florida
$919K +$59.9K +3,438 +7%
BCP
558
Blackhawk Capital Partners
Wisconsin
$918K +$610K +32,178 +198%
CG
559
Caprock Group
Idaho
$916K +$140K +7,350 +18%
HP
560
HT Partners
Connecticut
$914K – – –
PFGIA
561
Patriot Financial Group Insurance Agency
Massachusetts
$912K +$32.3K +1,704 +4%
BL
562
BFSG LLC
California
$907K +$2.62K +138 +0.3%
RCA
563
Reitz Capital Advisors
Michigan
$899K +$269K +15,540 +43%
TWM
564
Tanglewood Wealth Management
Texas
$895K +$3.87K +204 +0.4%
CA
565
Cetera Advisors
Colorado
$880K -$271K -14,268 -24%
TYCC
566
Texas Yale Capital Corp
Florida
$871K – – –
William Blair & Company
567
William Blair & Company
Illinois
$853K +$266K +14,022 +45%
MWM
568
Meridian Wealth Management
Kentucky
$852K -$16.7K -882 -2%
ASFA
569
All Season Financial Advisors
Colorado
$847K -$47.8K -2,520 -5%
FC
570
Fulcrum Capital
Washington
$838K -$113K -5,964 -12%
SFG
571
SevenBridge Financial Group
Pennsylvania
$834K -$289K -15,240 -26%
AMIM
572
Aull & Monroe Investment Management
Alabama
$834K -$12.9K -678 -2%
GI
573
GS Investments
Minnesota
$833K -$25.6K -1,350 -3%
SMC
574
Smith, Moore & Co
Missouri
$823K -$39.5K -2,082 -5%
LWM
575
Lyell Wealth Management
California
$823K +$823K +43,374 New
21 22
23
24 25