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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 %
KPCM
826
Kings Point Capital Management
New York
$14K +$836 +48 +6%
CCM
827
Covington Capital Management
California
$14K +$10K +588 +251%
BL
828
Balentine LLC
Georgia
$14K +$14K +816 New
WQ
829
Wealth Quarterback
New Jersey
$14K +$14K +834 New
AAP
830
Arax Advisory Partners
Colorado
$13K – – –
ACA
831
Atlas Capital Advisors
Wyoming
$11.2K – – –
HCM
832
Horrell Capital Management
Arkansas
$11K – – –
MAM
833
Marquette Asset Management
Minnesota
$11K – – –
LDFR
834
Lehman & Derafelo Financial Resources
Pennsylvania
$10K – – –
ODG
835
O'Dell Group
Ohio
$10K +$10K +582 New
CFGS
836
Concourse Financial Group Securities
Alabama
$8K – – –
TFGT
837
TS Financial Group (TSFG)
Illinois
$8K – – –
DWMG
838
DB Wealth Management Group
California
$8K – – –
GAM
839
Gemmer Asset Management
California
$8K +$108 +6 +1%
Citigroup
840
Citigroup
New York
$7K -$121K -7,056 -95%
SCA
841
Stonebridge Capital Advisors
Minnesota
$7K -$7K -390 -50%
HCP
842
Hexagon Capital Partners
Arkansas
$7K – – –
FCFS
843
First Command Financial Services
Texas
$6K – – –
FCB
844
First Command Bank
Texas
$6K – – –
KA
845
Kozak & Associates
Colorado
$6K +$6K +306 New
BWL
846
Bogart Wealth LLC
Virginia
$5K – – –
IPW
847
IronBridge Private Wealth
Texas
$4K – – –
GFPC
848
Global Financial Private Client
Florida
$3.37K – – –
FWM
849
Focused Wealth Management
New York
$3K -$2.59K -150 -46%
PFA
850
Professional Financial Advisors
Nebraska
$3K – – –
32 33
34
35 36