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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 %
William Blair & Company
576
William Blair & Company
Illinois
$536K +$272K +15,714 +103%
AWM
577
Apollon Wealth Management
South Carolina
$531K +$9.04K +522 +2%
DFA
578
DHJJ Financial Advisors
Illinois
$521K +$520 +30 +0.1%
MIC
579
Means Investment Company
Maine
$520K – – –
BCM
580
BTR Capital Management
California
$519K – – –
PPA
581
Parametric Portfolio Associates
Washington
$511K +$57.8K +3,336 +13%
CFO
582
Collective Family Office
Pennsylvania
$507K -$158K -9,120 -24%
LSC
583
Lesa Sroufe & Co
Washington
$506K +$51.3K +2,958 +11%
PAM
584
Pegasus Asset Management
New York
$504K +$23.4K +1,350 +5%
FWI
585
Facet Wealth Inc
Maryland
$501K +$12.4K +714 +3%
OC
586
Oarsman Capital
Wisconsin
$498K – – –
CW
587
CreativeOne Wealth
Kansas
$497K -$10.7K -618 -2%
WFA
588
WestHill Financial Advisors
California
$497K +$497K +28,644 New
RCAG
589
Rehmann Capital Advisory Group
Michigan
$496K -$18.8K -1,086 -4%
TA
590
TrueWealth Advisors
Alabama
$494K -$7.07K -408 -1%
CA
591
Crewe Advisors
Utah
$493K – – –
OCM
592
Orser Capital Management
Texas
$492K – – –
LWANC
593
Laurel Wealth Advisors (North Carolina)
North Carolina
$489K -$755K -43,512 -61%
SIA
594
SkyView Investment Advisors
New Jersey
$485K -$14.8K -852 -3%
WPW
595
Warther Private Wealth
Ohio
$484K +$631 +36 +0.1%
PAS
596
Park Avenue Securities
New York
$480K +$8.22K +474 +2%
GWM
597
Gray Wealth Management
Maine
$480K +$9.16K +528 +2%
IWN
598
Independent Wealth Network
Iowa
$479K +$479K +25,536 New
BWP
599
BSW Wealth Partners
Colorado
$478K -$17.1K -984 -3%
GIA
600
GHP Investment Advisors
Colorado
$477K -$149K -8,574 -24%
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