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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 %
FF
801
FourThought Financial
Florida
$45K -$716 -42 -2%
GG
802
Gleason Group
Kentucky
$42K +$104 +6 +0.2%
TCWA
803
Ten Capital Wealth Advisors
Washington
$40K +$7.88K +456 +25%
FP
804
Financial Perspectives
Minnesota
$36.4K – – –
CIA
805
Choate Investment Advisors
Massachusetts
$36K -$18.4K -1,062 -34%
BWP
806
Baldwin Wealth Partners
Massachusetts
$36K – – –
JWM
807
Jackson Wealth Management
Florida
$35K -$1.68K -24,744 -5%
CAAS
808
Capital Asset Advisory Services
Michigan
$33K -$38.6K -2,262 -54%
DI
809
Disciplined Investments
Oklahoma
$33K – – –
EI
810
Ellevest Inc
New York
$33K +$33K +1,926 New
PA
811
PSI Advisors
Florida
$31K +$31K +1,812 New
IRAG
812
Investment Research & Advisory Group
Georgia
$29K – – –
GKWIM
813
Gerber Kawasaki Wealth & Investment Management
California
$29K +$29K +1,692 New
HWM
814
HighMark Wealth Management
Minnesota
$28K +$103 +6 +0.4%
GI
815
Gradient Investments
Minnesota
$28K +$16.5K +960 +144%
PCFFS
816
Pacific Center for Financial Services
California
$28K +$28K +1,626 New
CWM
817
Cedar Wealth Management
California
$27K +$2.65K +150 +11%
APW
818
Acima Private Wealth
Virginia
$23K – – –
SAM
819
Strategic Asset Management
Minnesota
$23K +$23K +1,284 New
TFM
820
TFC Financial Management
Massachusetts
$22K – – –
PGAM
821
Princeton Global Asset Management
New Jersey
$22K +$106 +6 +0.5%
TF
822
TimeScale Financial
Massachusetts
$18K – – –
DAM
823
Delta Asset Management
Tennessee
$18K +$12.9K +750 +250%
JHCP
824
Jackson Hole Capital Partners
Oklahoma
$16K – – –
OAJ
825
Ogorek Anthony Joseph
New York
$14K – – –
31 32
33
34 35