SCHX icon

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 %
MAG
801
Mayfair Advisory Group
Alabama
$260K -$22.4K -1,200 -8%
SG
802
Swarthmore Group
Pennsylvania
$259K -$93.9K -4,956 -27%
Comerica Bank
803
Comerica Bank
Texas
$259K +$18.5K +1,074 +8%
MWM
804
MBE Wealth Management
Wisconsin
$258K – – –
GWM
805
Geneos Wealth Management
Colorado
$257K +$14.3K +756 +6%
LGWM
806
Litman Gregory Wealth Management
California
$256K -$31K -1,638 -11%
CCMG
807
Clark Capital Management Group
Pennsylvania
$254K +$254K +13,410 New
PPW
808
Pasadena Private Wealth
California
$253K -$15.3M -804,930 -98%
CCG
809
Chatham Capital Group
Georgia
$253K – – –
SB
810
Strategic Blueprint
Georgia
$253K +$253K +13,356 New
TIA
811
Tiemann Investment Advisors
California
$252K -$8.55K -450 -3%
WA
812
Wealth Architects
California
$251K +$251K +13,212 New
EA
813
Elm Advisors
California
$250K – – –
FFWM
814
Future Financial Wealth Management
Ohio
$248K -$2.98K -156 -1%
UB
815
UMB Bank
Missouri
$248K +$9.43K +498 +4%
RFA
816
Reilly Financial Advisors
California
$247K +$26.4K +1,392 +12%
M
817
MOTCO
Texas
$245K -$25.1K -1,320 -9%
MCM
818
Morton Capital Management
California
$244K +$244K +12,870 New
PAMG
819
Patton Albertson Miller Group
Tennessee
$243K – – –
DACG
820
Donor Advised Charitable Giving
California
$241K -$22.2K -1,170 -8%
CDIA
821
Capital Directions Investment Advisors
Georgia
$241K – – –
ARC
822
Advisor Resource Council
Texas
$241K +$241K +12,678 New
AIIMS
823
Analyst IMS Investment Management Services
Israel
$240K – – –
VBWMG
824
Von Berge Wealth Management Group
California
$239K +$239K +13,386 New
KA
825
Kovack Advisors
Florida
$237K -$113K -5,946 -32%
31 32
33
34 35