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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 %
LW
751
Linscomb Wealth
Texas
$203K +$203K +11,724 New
RFA
752
Reilly Financial Advisors
California
$202K +$11.7K +672 +6%
MWC
753
MKD Wealth Coaches
Michigan
$200K +$200K +11,550 New
MA
754
Montag & Associates
Georgia
$197K – – –
PWMG
755
Prestige Wealth Management Group
New Jersey
$196K – – –
RF
756
Robbins Farley
New Hampshire
$190K -$7.28K -420 -4%
WWM
757
Wagner Wealth Management
South Carolina
$180K +$556 +30 +0.3%
SPIA
758
Steward Partners Investment Advisory
New York
$177K -$30.6K -1,764 -15%
PG
759
Proffitt & Goodson
Tennessee
$167K – – –
NG
760
NWK Group
California
$158K – – –
FFA
761
Freedman Financial Associates
Massachusetts
$154K – – –
SWM
762
Sugarloaf Wealth Management
Georgia
$153K – – –
Fifth Third Bancorp
763
Fifth Third Bancorp
Ohio
$148K -$15.5K -894 -9%
PFBT
764
Parkside Financial Bank & Trust
Missouri
$148K – – –
MIM
765
Macroview Investment Management
Maryland
$148K +$6.47K +372 +5%
PAI
766
Pittenger & Anderson Inc
Nebraska
$142K +$104 +6 +0.1%
Bessemer Group
767
Bessemer Group
New Jersey
$141K – – –
C
768
Certuity
Florida
$136K – – –
GWS
769
Glassman Wealth Services
Virginia
$133K +$2.3K +132 +2%
RG
770
Retirement Group
California
$131K – – –
IWP
771
IAG Wealth Partners
Wisconsin
$127K – – –
VCM
772
Vigilant Capital Management
Maine
$122K – – –
RP
773
Rice Partnership
Hawaii
$122K +$83.4K +4,800 +216%
HNB
774
Huntington National Bank
Ohio
$120K -$119K – –
GWSG
775
GPS Wealth Strategies Group
Colorado
$115K – – –
29 30
31
32 33