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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
$513M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$619M
3
CSIA
Charles Schwab Investment Advisory
California
$7.57B
4
HighTower Advisors
HighTower Advisors
Illinois
$173M
5
Charles Schwab
Charles Schwab
California
$1.98B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$488K
2
CST
Charles Schwab Trust
Nevada
$1.89M
3
BWA
BlueSky Wealth Advisors
North Carolina
$123M
4
Osaic Holdings
Osaic Holdings
Arizona
$98.3M
5
WANY
Wealthspire Advisors (New York)
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
51
Kohmann Bosshard Financial Services
Ohio
$45.9M +$1.81M +94,764 +4%
RA
52
Riversedge Advisors
Delaware
$45.3M +$1.61M +84,966 +4%
FWM
53
Frontier Wealth Management
Missouri
$44.9M -$395K -20,826 -0.9%
AIP
54
Almanack Investment Partners
Pennsylvania
$44.1M +$4.38M +230,730 +11%
CWM
55
Congress Wealth Management
Massachusetts
$43.4M +$43.4M +2,289,582 New
JIP
56
Jaffetilchin Investment Partners
Florida
$43M +$55.2K +2,910 +0.1%
PFM
57
Parsec Financial Management
North Carolina
$42.9M -$509K -26,844 -1%
CMP
58
Courage Miller Partners
Virginia
$41.4M -$282K -14,880 -0.7%
BPA
59
Beacon Pointe Advisors
California
$41.3M -$1.2M -63,168 -3%
VNA
60
Valley National Advisers
Pennsylvania
$39.6M +$3.31M +174,426 +9%
BMM
61
Buffington Mohr McNeal
Idaho
$39M +$509K +26,832 +1%
BO
62
BRR OpCo
Ohio
$38.1M -$610K -32,142 -2%
OWM
63
Orgel Wealth Management
Wisconsin
$37.8M +$509K +26,832 +1%
WANY
64
Wealthspire Advisors (New York)
New York
$37.4M -$20.1M -1,059,930 -35%
MI
65
Moneywise Inc
Virginia
$36.4M -$3.57M -188,130 -9%
AIA
66
Arcadia Investment Advisors
Idaho
$35.6M -$85.5K -4,506 -0.2%
AP
67
Appleton Partners
Massachusetts
$35.1M +$356K +18,750 +1%
IAS
68
IMA Advisory Services
Colorado
$34.9M +$1.68M +88,344 +5%
AA
69
Ancora Advisors
Ohio
$34.6M -$2.44M -128,442 -7%
Stifel Financial
70
Stifel Financial
Missouri
$34.6M +$680K +35,832 +2%
BFG
71
Berger Financial Group
Minnesota
$34.5M +$4.67M +246,192 +16%
NRI
72
NFP Retirement Inc
California
$34.2M +$1.25M +65,976 +4%
SA
73
Scarborough Advisors
Maryland
$34M +$34M +1,790,844 New
MTC
74
Matrix Trust Company
Colorado
$32.7M -$146K -7,680 -0.4%
NFG
75
Northeast Financial Group
Pennsylvania
$32.4M +$2.21M +116,604 +7%
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