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Schwab US Large- Cap ETF
SCHX

992 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 176 funds opening new positions, 367 increasing their positions, 309 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 32

59% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $1.58M

19% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 309

14% more funds holding

Funds holding: 869 → 992 (+123)

13% more capital invested

Capital invested by funds: $20.2B → $22.8B (+$2.6B)

13% more funds holding in top 10

Funds holding in top 10: 149 → 168 (+19)

5.56% more ownership

Funds ownership: 382.45% → 388.01% (+5.6%)

Holders
992
Holders Change
+123
Holders Change %
+14.15%
% of All Funds
15.27%
Holding in Top 10
168
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.75%
% of All Funds
2.59%
New
176
Increased
367
Reduced
309
Closed
32
Calls
$2.52M
Puts
$1.58M
Net Calls
+$934K
Net Calls Change
+$267K

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$144M
3
CSIA
Charles Schwab Investment Advisory
California
+$113M
4
HighTower Advisors
HighTower Advisors
Illinois
+$110M
5
Charles Schwab
Charles Schwab
California
+$53.8M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$198M
2
CST
Charles Schwab Trust
Nevada
-$29.8M
3
BWA
BlueSky Wealth Advisors
North Carolina
-$29.8M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.8M
5
WANY
Wealthspire Advisors (New York)
New York
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
751
Rock Point Advisors
Vermont
$327K -$27.3K -1,476 -8%
RIM
752
Regent Investment Management
Kentucky
$327K +$3.33K +180 +1%
CPP
753
Capasso Planning Partners
South Carolina
$327K +$319K +17,262 New
CPA
754
Cardiff Park Advisors
California
$326K +$318K +17,196 New
VBFG
755
Vishria Bird Financial Group
Tennessee
$325K -$31.3K -1,692 -9%
GBT
756
Grove Bank & Trust
Florida
$325K – – –
TP
757
Tranquility Partners
Tennessee
$325K – – –
HGWM
758
Horst & Graben Wealth Management
Oregon
$325K +$1.11K +60 +0.4%
GC
759
Gratus Capital
Georgia
$324K +$43.3K +2,346 +16%
CGFA
760
Colton Groome Financial Advisors
North Carolina
$322K – – –
RSWM
761
Robertson Stephens Wealth Management
California
$322K +$78.8K +4,266 +34%
SPIA
762
Steward Partners Investment Advisory
New York
$322K +$125K +6,768 +66%
BWA
763
Beam Wealth Advisors
Louisiana
$320K -$16.6K -900 -5%
NFC
764
Northeast Financial Consultants
Connecticut
$319K – – –
CIAS
765
Capital Investment Advisory Services
North Carolina
$318K +$6.1K +330 +2%
RCA
766
Riverview Capital Advisers
Massachusetts
$316K +$307K +16,638 New
BAM
767
Bellevue Asset Management
Washington
$313K – – –
GVAG
768
Great Valley Advisor Group
Delaware
$313K – – –
ECM
769
Evergreen Capital Management
Washington
$309K +$111 +6 +0%
GA
770
Gateway Advisory
New Jersey
$307K +$18.8K +1,020 +7%
SAA
771
Southeast Asset Advisors
Georgia
$306K -$176K -9,504 -37%
CT
772
Cambridge Trust
Massachusetts
$303K +$53.4K +2,892 +22%
ASI
773
Advisory Services & Investments
Oregon
$300K – – –
RTS
774
Round Table Services
New Jersey
$300K +$9.98K +540 +4%
PK
775
Pflug Koory
Nebraska
$298K +$26.2K +1,416 +10%
29 30
31
32 33

SCHX Hedge Fund Activity: Q4 2021 in Review

992 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2021, worth a combined $22.8B — up 13% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new SCHX positions and 32 closed out — a net gain of 144 holders — while 367 added to existing stakes and 309 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $147M. The largest seller was Franklin Resources, cutting an estimated $198M.

  • 992 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2021, up from 869 in Q3 2021.
  • Funds reported $22.8B of Schwab US Large- Cap ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 176 funds opened new Schwab US Large- Cap ETF positions in Q4 2021 and 32 closed out, a net change of +144 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q4 2021 was Mercer Global Advisors, an estimated $147M added.
  • The largest Schwab US Large- Cap ETF seller in Q4 2021 was Franklin Resources, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2021.