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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 %
CIC
576
Carnegie Investment Counsel
Ohio
$815K -$1.15M -60,612 -59%
HWA
577
Heritage Wealth Advisors
Virginia
$811K – – –
PPP
578
Private Portfolio Partners
New Jersey
$803K – – –
Brown Advisory
579
Brown Advisory
Maryland
$800K – – –
BI
580
Blooom Inc
Kansas
$799K -$3.3K -174 -0.4%
NCM
581
Novare Capital Management
North Carolina
$798K +$105K +5,538 +15%
LRPA
582
L. Roy Papp & Associates
Arizona
$793K – – –
RCC
583
Red Cedar Capital
Nebraska
$784K – – –
OFG
584
Orcam Financial Group
California
$784K +$784K +41,340 New
WFA
585
Wade Financial Advisory
California
$780K – – –
AA
586
Advisory Alpha
Michigan
$769K -$2M -105,492 -72%
LAS
587
Lloyd Advisory Services
Georgia
$765K +$5.35K +282 +0.7%
PFA
588
Pinnacle Family Advisors
Missouri
$760K +$47.2K +2,490 +7%
JCM
589
Jacobsen Capital Management
Utah
$758K -$8.09K -426 -1%
GAM
590
Garrison Asset Management
Arkansas
$758K -$7.4K -390 -1%
CAM
591
Carret Asset Management
New York
$755K -$35.9K -1,890 -5%
TW
592
Transform Wealth
Colorado
$749K -$90.1K -4,752 -11%
FANJ
593
Financial Architects (New Jersey)
New Jersey
$747K +$33.2K +1,752 +5%
CA
594
Claro Advisors
Massachusetts
$734K +$336K +17,700 +84%
HIG
595
Heritage Investment Group
Florida
$727K +$727K +38,298 New
EK
596
Evensky & Katz
Florida
$718K +$10.5K +552 +1%
SBIA
597
Sheaff Brock Investment Advisors
Indiana
$717K – – –
IWM
598
IHT Wealth Management
Illinois
$707K +$2.16K +114 +0.3%
MIP
599
Marietta Investment Partners
Wisconsin
$702K -$49.4K -2,604 -7%
Citadel Advisors
600
Citadel Advisors
Florida
$688K -$12.1M -639,756 -95%
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