SCHX icon

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 %
BWP
676
BSW Wealth Partners
Colorado
$462K -$60.7K -3,204 -12%
NL
677
NWAM LLC
Washington
$461K +$17.8K +936 +4%
MWA
678
Motive Wealth Advisors
Michigan
$458K – – –
OPS
679
Orion Portfolio Solutions
Nebraska
$458K +$458K +24,132 New
H
680
HoyleCohen
California
$451K +$5.58K +294 +1%
MSA
681
McAlister Sweet & Associates
Texas
$450K +$450K +23,736 New
CW
682
CreativeOne Wealth
Kansas
$449K -$95.4K -5,022 -18%
RFA
683
Resurgent Financial Advisors
Georgia
$447K +$447K +23,568 New
CCG
684
Cypress Capital Group
Florida
$446K -$207K -10,890 -32%
PAM
685
Private Asset Management
California
$444K – – –
MA
686
Mutual Advisors
Nebraska
$433K +$35K +1,848 +9%
HI
687
Hudock Inc
Pennsylvania
$430K -$51.6K -2,724 -11%
FCA
688
FinTrust Capital Advisors
South Carolina
$426K -$114 -6 -0%
M&T Bank
689
M&T Bank
New York
$425K – – –
Koshinski Asset Management
690
Koshinski Asset Management
Illinois
$418K -$7.51K -396 -2%
DADC
691
D.A. Davidson & Co
Montana
$415K +$74K +3,900 +22%
IAA
692
Independent Advisor Alliance
North Carolina
$414K +$154K +8,088 +59%
HHGA
693
Halbert Hargrove Global Advisors
California
$413K +$342 +18 +0.1%
RWA
694
Redhawk Wealth Advisors
Minnesota
$413K +$684 +36 +0.2%
MWM
695
Midwest Wealth Management
Indiana
$410K – – –
PP
696
Patten & Patten
Tennessee
$409K +$409K +21,570 New
MCM
697
Murphy Capital Management
New Jersey
$408K +$408K +21,552 New
Bessemer Group
698
Bessemer Group
New Jersey
$407K +$253K +13,338 +164%
EWA
699
Exencial Wealth Advisors
Oklahoma
$407K +$407K +21,450 New
MFM
700
Mirsky Financial Management
New York
$406K +$406K +21,396 New
26 27
28
29 30