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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 %
SPP
601
Single Point Partners
Massachusetts
$679K +$679K +35,808 New
CF
602
Centaurus Financial
California
$672K -$32.5K -1,716 -5%
GG
603
GenWealth Group
New Jersey
$662K – – –
AFA
604
American Financial Advisors
Georgia
$659K +$7.4K +390 +1%
SWP
605
Strategic Wealth Partners
Ohio
$657K – – –
VCM
606
Vigilant Capital Management
Maine
$652K +$519K +27,348 +390%
TWA
607
TCI Wealth Advisors
Arizona
$650K – – –
AG
608
Ascent Group
Virginia
$650K +$650K +37,326 New
PWA
609
Physician Wealth Advisors
Utah
$647K -$6.91K -372 -1%
Jones Financial Companies
610
Jones Financial Companies
Missouri
$641K +$119K +6,276 +23%
MCCP
611
Mission Creek Capital Partners
California
$640K – – –
CA
612
Crewe Advisors
Utah
$631K +$91.5K +4,824 +17%
HWA
613
HHM Wealth Advisors
Tennessee
$623K -$180K -9,468 -22%
CA
614
Continuum Advisory
Idaho
$622K -$19.1K -1,008 -3%
FWCM
615
Ferguson Wellman Capital Management
Oregon
$620K – – –
AWA
616
Arkadios Wealth Advisors
Georgia
$615K – – –
FWI
617
Facet Wealth Inc
Maryland
$614K +$65.5K +3,450 +12%
CAMG
618
CWA Asset Management Group
Florida
$611K +$611K +32,196 New
HIC
619
Hartline Investment Corp
Illinois
$594K – – –
LSC
620
Lesa Sroufe & Co
Washington
$591K +$37.5K +1,974 +7%
TFP
621
Tilia Fiduciary Partners
North Carolina
$591K +$591K +31,146 New
MBTD
622
Mechanics Bank - Trust Department
California
$588K – – –
TI
623
Trexquant Investment
Connecticut
$584K +$357K +18,792 +157%
CC
624
Callan Capital
California
$581K +$581K +30,642 New
SPC
625
Stewart & Patten Company
California
$571K -$26.7K -1,410 -4%
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