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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 %
CPP
751
Capasso Planning Partners
South Carolina
$327K +$327K +17,262 New
CPA
752
Cardiff Park Advisors
California
$326K +$326K +17,196 New
VBFG
753
Vishria Bird Financial Group
Tennessee
$325K -$32.1K -1,692 -9%
TP
754
Tranquility Partners
Tennessee
$325K – – –
GBT
755
Grove Bank & Trust
Florida
$325K – – –
HGWM
756
Horst & Graben Wealth Management
Oregon
$325K +$1.14K +60 +0.4%
GC
757
Gratus Capital
Georgia
$324K +$44.5K +2,346 +16%
CGFA
758
Colton Groome Financial Advisors
North Carolina
$322K – – –
RSWM
759
Robertson Stephens Wealth Management
California
$322K +$80.9K +4,266 +34%
SPIA
760
Steward Partners Investment Advisory
New York
$322K +$129K +6,768 +66%
BWA
761
Beam Wealth Advisors
Louisiana
$320K -$17.1K -900 -5%
NFC
762
Northeast Financial Consultants
Connecticut
$319K – – –
CIAS
763
Capital Investment Advisory Services
North Carolina
$318K +$6.27K +330 +2%
RCA
764
Riverview Capital Advisers
Massachusetts
$316K +$316K +16,638 New
GVAG
765
Great Valley Advisor Group
Delaware
$313K – – –
BAM
766
Bellevue Asset Management
Washington
$313K – – –
ECM
767
Evergreen Capital Management
Washington
$309K +$114 +6 +0%
GA
768
Gateway Advisory
New Jersey
$307K +$19.4K +1,020 +7%
SAA
769
Southeast Asset Advisors
Georgia
$306K -$180K -9,504 -37%
CT
770
Cambridge Trust
Massachusetts
$303K +$54.8K +2,892 +22%
ASI
771
Advisory Services & Investments
Oregon
$300K – – –
RTS
772
Round Table Services
New Jersey
$300K +$10.2K +540 +4%
PK
773
Pflug Koory
Nebraska
$298K +$26.9K +1,416 +10%
RIS
774
Retirement Income Solutions
Michigan
$296K – – –
FBFS
775
First Business Financial Services
Wisconsin
$296K – – –
29 30
31
32 33