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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
$6.81B
2
Franklin Resources
Franklin Resources
California
$187M
3
Charles Schwab
Charles Schwab
California
$1.76B
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$331M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$431M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$12.1M
2
SFA
Sequoia Financial Advisors
Ohio
$28.3M
3
JIP
Jaffetilchin Investment Partners
Florida
$39.3M
4
SFMG
Sage Financial Management Group
Virginia
$0
5
CIAS
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
676
Tradition Wealth Management
Minnesota
$301K +$623 +36 +0.2%
RPG
677
Resource Planning Group
Georgia
$300K +$2.71K +156 +0.9%
GBT
678
Grove Bank & Trust
Florida
$297K – – –
TP
679
Tranquility Partners
Tennessee
$297K – – –
HGWM
680
Horst & Graben Wealth Management
Oregon
$296K -$54.8K -3,162 -16%
RIM
681
Regent Investment Management
Kentucky
$296K +$5.62K +324 +2%
CGFA
682
Colton Groome Financial Advisors
North Carolina
$295K -$529K -30,480 -64%
JPMorgan Chase & Co
683
JPMorgan Chase & Co
New York
$294K +$69.7K +4,020 +31%
NFC
684
Northeast Financial Consultants
Connecticut
$291K – – –
BAM
685
Bellevue Asset Management
Washington
$289K – – –
CIAS
686
Capital Investment Advisory Services
North Carolina
$285K +$151K +8,724 +113%
CA
687
Cambridge Advisors
Nebraska
$284K -$1.67K -96 -0.6%
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$284K – – –
ECM
689
Evergreen Capital Management
Washington
$282K +$935 +54 +0.3%
BCP
690
Blackhawk Capital Partners
Wisconsin
$281K -$51.5K -2,970 -15%
LF
691
LifeSteps Financial
California
$275K -$20.2K -1,164 -7%
ASI
692
Advisory Services & Investments
Oregon
$274K +$274K +15,798 New
OSAM
693
O'Shaughnessy Asset Management
Connecticut
$272K +$250K +14,442 +1,157%
RIS
694
Retirement Income Solutions
Michigan
$270K – – –
FBFS
695
First Business Financial Services
Wisconsin
$270K – – –
PFA
696
Plotkin Financial Advisors
Maryland
$270K – – –
WPW
697
Waldron Private Wealth
Pennsylvania
$268K -$39K -2,250 -13%
Fisher Asset Management
698
Fisher Asset Management
Washington
$267K +$267K +15,396 New
RTS
699
Round Table Services
New Jersey
$265K – – –
PCM
700
Parsons Capital Management
Rhode Island
$264K -$208 -12 -0.1%
26 27
28
29 30