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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 %
AL
726
ACAS LLC
California
$363K – – –
FMII
727
Farmers & Merchants Investments Inc
Nebraska
$363K +$53K +2,796 +17%
ML
728
Mayport LLC
Massachusetts
$363K +$363K +19,110 New
GB
729
Goepper Burkhardt
South Carolina
$360K – – –
BF
730
BOK Financial
Oklahoma
$359K +$97.2K +5,124 +37%
JPMorgan Chase & Co
731
JPMorgan Chase & Co
New York
$357K +$36K +1,902 +11%
JIC
732
Joel Isaacson & Co
New York
$355K – – –
ACM
733
AlphaStar Capital Management
North Carolina
$355K +$15.6K +846 +5%
TI
734
Truepoint Inc
Ohio
$355K +$355K +18,690 New
CCM
735
Colorado Capital Management
Colorado
$350K -$16.6K -870 -5%
PCM
736
Palouse Capital Management
Washington
$347K -$11.8K -624 -3%
ESB
737
Essex Savings Bank
Connecticut
$347K -$4.56K -240 -1%
TWM
738
Tradition Wealth Management
Minnesota
$347K +$17K +894 +5%
IC
739
Intersect Capital
California
$344K -$47.2K -2,484 -12%
DHFB
740
Dixon Hubard Feinour & Brown
Virginia
$344K +$344K +18,138 New
CTC
741
Central Trust Company
Missouri
$341K – – –
SOAG
742
Silver Oak Advisory Group
Oregon
$336K +$336K +17,706 New
MW
743
Milestone Wealth
New York
$336K +$336K +17,718 New
NHC
744
Nicholas Hoffman & Company
Georgia
$334K +$682 +36 +0.2%
GA
745
Geller Advisors
New York
$333K +$333K +17,550 New
BNP Paribas Financial Markets
746
BNP Paribas Financial Markets
France
$333K +$333K +17,538 New
ABC
747
Associated Banc-Corp
Wisconsin
$332K – – –
HCMT
748
Highland Capital Management (Tennessee)
Tennessee
$330K – – –
RPA
749
Rock Point Advisors
Vermont
$327K -$28K -1,476 -8%
RIM
750
Regent Investment Management
Kentucky
$327K +$3.41K +180 +1%
28 29
30
31 32