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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 %
BFC
601
Bedel Financial Consulting
Indiana
$477K -$4.27K -246 -0.9%
Jones Financial Companies
602
Jones Financial Companies
Missouri
$477K – – –
AC
603
AlphaCore Capital
California
$475K +$381K +21,960 +403%
IF
604
Intrua Financial
Texas
$463K +$70.8K +3,864 +18%
GCP
605
Gill Capital Partners
Colorado
$459K -$3.02K -174 -0.7%
SCA
606
Stillwater Capital Advisors
Pennsylvania
$455K – – –
S
607
SignatureFD
Georgia
$449K -$51.7K -2,982 -10%
SAA
608
Southeast Asset Advisors
Georgia
$445K -$9.99K -576 -2%
SF
609
Summit Financial
New Jersey
$444K +$4.47K +258 +1%
FF
610
Friedenthal Financial
New Jersey
$442K – – –
HI
611
Hudock Inc
Pennsylvania
$440K +$624 +36 +0.1%
QCG
612
Quadrant Capital Group
Ohio
$434K -$19.7K -1,134 -4%
PAM
613
Premier Asset Management
Illinois
$431K -$572K -33,000 -57%
AAS
614
Avantax Advisory Services
Texas
$430K +$49.2K +2,838 +13%
LFG
615
Larson Financial Group
Missouri
$428K +$4.06K +234 +1%
BDF
616
Balasa Dinverno & Foltz
$428K +$91.5K +5,280 +27%
BIAS
617
Beacon Investment Advisory Services
New Jersey
$426K -$13.4K -774 -3%
FMN
618
Financial Management Network
California
$425K +$1.35K +78 +0.3%
MWA
619
Motive Wealth Advisors
Michigan
$418K – – –
MG
620
Mather Group
Illinois
$418K +$104 +6 +0%
HCIA
621
Hochman Cole Investment Advisors
Illinois
$417K +$12K +690 +3%
H
622
HoyleCohen
California
$407K -$17.5K -1,008 -4%
PAM
623
Private Asset Management
California
$406K -$63K -3,630 -13%
NL
624
NWAM LLC
Washington
$405K +$15.6K +900 +4%
FCA
625
FinTrust Capital Advisors
South Carolina
$389K +$8.32K +480 +2%
23 24
25
26 27