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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 %
Betterment LLC
701
Betterment LLC
New York
$403K +$11.6K +612 +3%
FWM
702
Fortress Wealth Management
California
$402K +$402K +21,204 New
GG
703
Gofen & Glossberg
Illinois
$401K – – –
AIA
704
Armor Investment Advisors
North Carolina
$396K – – –
SEIA
705
Signature Estate & Investment Advisors
California
$396K +$22.6K +1,194 +6%
AIM
706
AHL Investment Management
Florida
$394K +$394K +20,748 New
Carson Wealth (CWM LLC)
707
Carson Wealth (CWM LLC)
Nebraska
$394K +$394K +20,760 New
FPW
708
Flagship Private Wealth
Massachusetts
$389K -$29.2K -1,536 -7%
PLFAM
709
Pineno Levin & Ford Asset Management
Virginia
$388K – – –
MCP
710
Mirador Capital Partners
California
$388K +$21K +1,110 +6%
OMC
711
Old Mission Capital
Illinois
$387K +$387K +20,400 New
MIM
712
Moseley Investment Management
Florida
$384K +$114 +6 +0%
HR
713
Howe & Rusling
New York
$383K -$36.6K -1,926 -9%
ACM
714
Armbruster Capital Management
New York
$383K -$2.84K -150 -0.7%
HFS
715
Heritage Financial Services
Massachusetts
$381K +$381K +20,100 New
CIA
716
Capital Investment Advisors
Georgia
$378K +$106K +5,598 +39%
FC
717
Fusion Capital
South Carolina
$375K -$5.92K -312 -2%
AWM
718
Aspire Wealth Management
Massachusetts
$374K +$374K +19,710 New
SG
719
StoneX Group
New York
$374K -$11.3K -594 -3%
EHPM
720
Emery Howard Portfolio Management
California
$373K -$379K -19,968 -50%
EFL
721
ERn Financial LLC
Wisconsin
$370K +$1.14K +60 +0.3%
CA
722
CGN Advisors
Kansas
$367K +$367K +19,356 New
PIM
723
Penobscot Investment Management
Massachusetts
$365K – – –
CWS
724
Cypress Wealth Services
California
$365K +$114 +6 +0%
WCM
725
Weik Capital Management
Pennsylvania
$363K -$20.5K -1,080 -5%
27 28
29
30 31