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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 %
DFA
626
DHJJ Financial Advisors
Illinois
$571K +$455 +24 +0.1%
RCAG
627
Rehmann Capital Advisory Group
Michigan
$570K +$28K +1,476 +5%
SW
628
SVB Wealth
Massachusetts
$570K -$25.8K -1,362 -4%
MIC
629
Means Investment Company
Maine
$569K – – –
C
630
Certuity
Florida
$567K -$833K -43,932 -59%
SHWM
631
Silicon Hills Wealth Management
Texas
$567K -$177K -9,312 -24%
RGF
632
Retirement Guys Formula
Ohio
$566K +$566K +29,820 New
OFG
633
Oxford Financial Group
Indiana
$558K -$95.3K -5,022 -15%
BCM
634
BTR Capital Management
California
$557K -$11.4K -600 -2%
PAM
635
Pegasus Asset Management
New York
$557K +$5.92K +312 +1%
CFO
636
Collective Family Office
Pennsylvania
$553K -$2.51K -132 -0.5%
OC
637
Oarsman Capital
Wisconsin
$545K – – –
WFA
638
WestHill Financial Advisors
California
$543K – – –
TA
639
TrueWealth Advisors
Alabama
$543K +$2.62K +138 +0.5%
OCM
640
Orser Capital Management
Texas
$538K – – –
RWA
641
River Wealth Advisors
Pennsylvania
$537K -$92.4K -4,872 -15%
Fisher Asset Management
642
Fisher Asset Management
Washington
$534K +$242K +12,756 +83%
TRCT
643
Tower Research Capital (TRC)
New York
$533K -$312K -16,476 -37%
PAS
644
Park Avenue Securities
New York
$533K +$7.4K +390 +1%
SIA
645
SkyView Investment Advisors
New Jersey
$531K +$342 +18 +0.1%
WPW
646
Warther Private Wealth
Ohio
$525K -$1.26K -66 -0.2%
GWM
647
Gray Wealth Management
Maine
$525K – – –
GIA
648
GHP Investment Advisors
Colorado
$524K +$1.37K +72 +0.3%
LWANC
649
Laurel Wealth Advisors (North Carolina)
North Carolina
$520K -$14.8K -780 -3%
GF
650
Gries Financial
Ohio
$519K +$238K +12,564 +85%
24 25
26
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