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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 %
GA
701
Gateway Advisory
New Jersey
$263K – – –
LGWM
702
Litman Gregory Wealth Management
California
$263K +$236K +13,584 +861%
MAG
703
Mayfair Advisory Group
Alabama
$262K -$13.8K -798 -5%
HWA
704
Heartwood Wealth Advisors
Virginia
$262K -$3.44K -198 -1%
FLA
705
Financial Life Advisors
Texas
$260K – – –
FMWA
706
Forvis Mazars Wealth Advisors
Missouri
$259K +$104 +6 +0%
GF
707
Gries Financial
Ohio
$257K – – –
GC
708
Gratus Capital
Georgia
$256K +$208 +12 +0.1%
Comerica Bank
709
Comerica Bank
Texas
$256K +$9.91K +540 +4%
APA
710
American Portfolios Advisors
New York
$255K -$2.52M -145,470 -91%
FM
711
Foster & Motley
Ohio
$255K +$625 +36 +0.2%
SHA
712
Seneca House Advisors
Virginia
$254K -$156K -8,988 -38%
SSCA
713
South Shore Capital Advisors
Massachusetts
$252K -$6.85K -396 -3%
MG
714
McCutchen Group
Washington
$251K – – –
CIA
715
Capital Investment Advisors
Georgia
$249K +$249K +14,340 New
PK
716
Pflug Koory
Nebraska
$248K – – –
CWA
717
Clarity Wealth Advisors
California
$246K -$29.4K -1,698 -11%
M
718
MOTCO
Texas
$246K – – –
HIM
719
Harbour Investment Management
Washington
$245K – – –
TCM
720
Tradewinds Capital Management
Washington
$244K -$15.3K -882 -6%
BC
721
Barnett & Company
Tennessee
$244K – – –
SI
722
Stephens Inc
Arkansas
$240K – – –
DACG
723
Donor Advised Charitable Giving
California
$240K +$623 +36 +0.3%
BF
724
BOK Financial
Oklahoma
$239K +$239K +13,800 New
TIA
725
Tiemann Investment Advisors
California
$238K – – –
27 28
29
30 31