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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 %
WPWM
776
Windward Private Wealth Management
Kansas
$296K +$296K +15,600 New
PFA
777
Plotkin Financial Advisors
Maryland
$295K – – –
OSAM
778
O'Shaughnessy Asset Management
Connecticut
$294K -$3.18K -168 -1%
RPG
779
Resource Planning Group
Georgia
$292K -$36.7K -1,932 -11%
GW
780
GW & Wade
Massachusetts
$290K +$44.9K +2,364 +18%
GHAM
781
Gilman Hill Asset Management
Connecticut
$290K +$290K +15,282 New
HWA
782
Heartwood Wealth Advisors
Virginia
$286K – – –
FLA
783
Financial Life Advisors
Texas
$285K – – –
LF
784
LifeSteps Financial
California
$283K -$18.1K -954 -6%
Baird Financial Group
785
Baird Financial Group
Wisconsin
$281K +$281K +14,814 New
FMWA
786
Forvis Mazars Wealth Advisors
Missouri
$280K -$3.07K -162 -1%
WCA
787
Waypoint Capital Advisors
Minnesota
$280K +$280K +14,784 New
PFA
788
Pathway Financial Advisors
Vermont
$280K +$280K +15,636 New
SSCA
789
South Shore Capital Advisors
Massachusetts
$276K – – –
CA
790
Cambridge Advisors
Nebraska
$275K -$35.3K -1,860 -11%
PCM
791
Parsons Capital Management
Rhode Island
$274K -$14.2K -750 -5%
SW
792
SteelPeak Wealth
California
$270K -$105K -5,550 -28%
CIA
793
Caerus Investment Advisors
Texas
$270K +$270K +14,256 New
HIM
794
Harbour Investment Management
Washington
$269K – – –
WW
795
Westshore Wealth
California
$267K +$267K +14,064 New
CWA
796
Clarity Wealth Advisors
California
$266K -$3.87K -204 -1%
SWIG
797
Strategic Wealth Investment Group
Kentucky
$265K -$72.9K -3,840 -22%
MG
798
McCutchen Group
Washington
$264K -$11.4K -600 -4%
SIMM
799
Stillwater Investment Management (Minnesota)
Minnesota
$262K +$2.39K +126 +0.9%
EAM
800
Empirical Asset Management
Massachusetts
$262K +$262K +13,806 New
30 31
32
33 34