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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 %
Koshinski Asset Management
626
Koshinski Asset Management
Illinois
$389K +$389K +22,428 New
M&T Bank
627
M&T Bank
New York
$388K -$41.4K -2,388 -10%
SWA
628
Stratos Wealth Advisors
Ohio
$388K -$2.4K -138 -0.6%
HR
629
Howe & Rusling
New York
$383K -$138K -7,974 -27%
FPW
630
Flagship Private Wealth
Massachusetts
$382K – – –
HHGA
631
Halbert Hargrove Global Advisors
California
$377K +$208 +12 +0.1%
RWA
632
Redhawk Wealth Advisors
Minnesota
$376K +$1.14K +66 +0.3%
MWM
633
Midwest Wealth Management
Indiana
$375K +$375K +21,636 New
CCP
634
Cassia Capital Partners
North Carolina
$375K +$375K +21,636 New
LWM
635
Liberty Wealth Management
California
$374K +$373K +21,498 +32,573%
GG
636
Gofen & Glossberg
Illinois
$367K +$6.87K +396 +2%
MA
637
Mutual Advisors
Nebraska
$364K -$4.7M -270,966 -93%
CA
638
Claro Advisors
Massachusetts
$364K +$364K +21,006 New
AIA
639
Armor Investment Advisors
North Carolina
$362K -$105K -6,060 -22%
Betterment LLC
640
Betterment LLC
New York
$358K +$5.1K +294 +1%
LB
641
Leo Brokerage
Texas
$358K +$11.6K +672 +3%
IC
642
Intersect Capital
California
$357K +$312 +18 +0.1%
MIM
643
Moseley Investment Management
Florida
$355K – – –
PLFAM
644
Pineno Levin & Ford Asset Management
Virginia
$355K – – –
ACM
645
Armbruster Capital Management
New York
$353K -$2.6K -150 -0.7%
SG
646
StoneX Group
New York
$352K +$104 +6 +0%
WCM
647
Weik Capital Management
Pennsylvania
$350K -$41.6K -2,400 -11%
FC
648
Fusion Capital
South Carolina
$348K – – –
SW
649
SteelPeak Wealth
California
$343K +$84.8K +4,884 +33%
SEIA
650
Signature Estate & Investment Advisors
California
$341K +$52.2K +3,012 +18%
24 25
26
27 28