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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.

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 %
LB
776
Legacy Bridge
Iowa
$113K +$15K +870 +15%
AL
777
ADE LLC
Maryland
$108K – – –
SIAP
778
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$106K – – –
POIA
779
Pin Oak Investment Advisors
Texas
$106K – – –
NFG
780
Next Financial Group
Texas
$106K +$208 +12 +0.2%
BCA
781
Berman Capital Advisors
Georgia
$101K -$42.4K -2,460 -30%
Deutsche Bank
782
Deutsche Bank
Germany
$92K -$8.91K -516 -9%
CIM
783
Contravisory Investment Management
Massachusetts
$89K -$105K -6,054 -54%
BWA
784
BDO Wealth Advisors
Florida
$89K +$24.7K +1,422 +38%
WPA
785
West Paces Advisors
Georgia
$79.1K – – –
GPA
786
Guidance Point Advisors
Massachusetts
$79K +$79K +4,596 New
HFA
787
HC Financial Advisors
California
$73K -$9.31K -540 -11%
DOA
788
D'Orazio & Associates
Virginia
$69K +$69K +3,966 New
AWM
789
Accel Wealth Management
Iowa
$68K +$36.6K +2,100 +117%
AW
790
Avion Wealth
Texas
$58K +$13.3K +762 +30%
LCM
791
Logan Capital Management
Pennsylvania
$57K – – –
GT
792
Glenmede Trust
Pennsylvania
$55K – – –
ST
793
Smithfield Trust
Pennsylvania
$53K – – –
CWC
794
Carolinas Wealth Consulting
North Carolina
$53K – – –
HF
795
Halpern Financial
Virginia
$51.4K +$51.4K +2,964 New
HI
796
Hoey Investments
Pennsylvania
$50K – – –
NFSG
797
Newbridge Financial Services Group
Florida
$50K +$50K +2,874 New
VCM
798
Versant Capital Management
Arizona
$48K -$308K -17,904 -87%
BFEC
799
Benjamin F. Edwards & Company
Missouri
$48K – – –
BWM
800
Baystate Wealth Management
Massachusetts
$48K – – –
30 31
32
33 34