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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 %
TWM
651
Thrive Wealth Management
Pennsylvania
$519K +$519K +27,366 New
EFA
652
Evernest Financial Advisors
Indiana
$518K +$518K +52,314 New
BFC
653
Bedel Financial Consulting
Indiana
$517K -$5.12K -270 -1%
FG
654
Foster Group
Iowa
$516K -$345K -18,174 -40%
CCM
655
Carderock Capital Management
Maryland
$516K +$516K +27,180 New
WC
656
Wealth CMT
New Jersey
$514K +$514K +27,084 New
EW
657
Evoke Wealth
California
$513K +$513K +27,030 New
BIAS
658
Beacon Investment Advisory Services
New Jersey
$503K +$36.7K +1,932 +8%
SSW
659
Stone Summit Wealth
Florida
$500K +$500K +26,394 New
SCA
660
Stillwater Capital Advisors
Pennsylvania
$498K – – –
GCP
661
Gill Capital Partners
Colorado
$497K -$5.24K -276 -1%
C
662
CEDRUS
Colorado
$496K +$496K +26,160 New
Franklin Resources
663
Franklin Resources
California
$488K -$204M -10,736,490 -100%
IF
664
Intrua Financial
Texas
$488K +$8.54K +450 +2%
MG
665
Mather Group
Illinois
$485K +$27.3K +1,440 +6%
S
666
SignatureFD
Georgia
$484K -$6.94K -366 -1%
FF
667
Friedenthal Financial
New Jersey
$484K – – –
BDF
668
Balasa Dinverno & Foltz
$483K +$14.2K +750 +3%
IWN
669
Independent Wealth Network
Iowa
$482K -$1.93K -102 -0.4%
SF
670
Summit Financial
New Jersey
$478K -$8.42K -444 -2%
QCG
671
Quadrant Capital Group
Ohio
$475K – – –
TC
672
Titleist Capital
Texas
$471K +$471K +24,858 New
FMN
673
Financial Management Network
California
$469K +$1.83K +96 +0.4%
LFG
674
Larson Financial Group
Missouri
$467K -$1.02K -54 -0.2%
AAM
675
Austin Asset Management
Texas
$465K +$465K +24,510 New
25 26
27
28 29