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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
1
Charles Schwab Investment Advisory
California
$6.81B
2
Franklin Resources
2
Franklin Resources
California
$187M
3
Charles Schwab
3
Charles Schwab
California
$1.76B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$331M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$431M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$12.1M
2
SFA
2
Sequoia Financial Advisors
Ohio
$28.3M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$39.3M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
51
Pinkerton Retirement Specialists
Idaho
$42.2M -$306K -17,670 -0.7%
FWM
52
Frontier Wealth Management
Missouri
$41.4M +$1.73M +99,846 +4%
Morgan Stanley
53
Morgan Stanley
New York
$41.1M +$942K +54,312 +2%
KBFS
54
Kohmann Bosshard Financial Services
Ohio
$40M +$1.96M +112,884 +5%
RA
55
Riversedge Advisors
Delaware
$39.9M +$45.2K +2,604 +0.1%
CWM
56
Curi Wealth Management
North Carolina
$39.8M +$2.92M +168,558 +8%
JIP
57
Jaffetilchin Investment Partners
Florida
$39.3M -$39.2M -2,263,236 -50%
BPA
58
Beacon Pointe Advisors
California
$38.9M -$779K -44,928 -2%
CMP
59
Courage Miller Partners
Virginia
$38.1M -$1.49M -86,148 -4%
MI
60
Moneywise Inc
Virginia
$36.5M +$5.88M +338,994 +19%
AIP
61
Almanack Investment Partners
Pennsylvania
$36.3M +$13M +747,192 +56%
BO
62
BRR OpCo
Ohio
$35.4M -$313K -18,078 -0.9%
BMM
63
Buffington Mohr McNeal
Idaho
$35.2M -$586K -33,786 -2%
OWM
64
Orgel Wealth Management
Wisconsin
$34.1M -$915K -52,752 -3%
AA
65
Ancora Advisors
Ohio
$33.8M -$2.58M -148,704 -7%
VNA
66
Valley National Advisers
Pennsylvania
$33.2M +$2.27M +131,004 +7%
AIA
67
Arcadia Investment Advisors
Idaho
$32.6M +$232K +13,386 +0.7%
AP
68
Appleton Partners
Massachusetts
$31.7M +$753K +43,404 +2%
Stifel Financial
69
Stifel Financial
Missouri
$31M +$5.37M +309,564 +21%
BCI
70
Brinker Capital Investments
Pennsylvania
$30.8M – – –
IAS
71
IMA Advisory Services
Colorado
$30.4M -$923K -53,232 -3%
NRI
72
NFP Retirement Inc
California
$30.1M -$7.77M -448,182 -21%
MTC
73
Matrix Trust Company
Colorado
$30M -$11.3M -654,570 -27%
CST
74
Charles Schwab Trust
Nevada
$29.7M +$767K +44,220 +3%
AAMA
75
Advanced Asset Management Advisors
Ohio
$29.3M – – –
1 2
3
4 5