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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 %
HCM
826
HM Capital Management
Missouri
$235K – – –
LW
827
Linscomb Wealth
Texas
$231K +$8.43K +444 +4%
PMFA
828
Plante Moran Financial Advisors
Michigan
$228K -$9.22K -486 -4%
NPPM
829
North Point Portfolio Managers
Ohio
$228K – – –
ARIS
830
Advanced Research Investment Solutions
California
$227K – – –
IHWM
831
Iron Horse Wealth Management
Iowa
$227K +$227K +11,982 New
FEG
832
Fund Evaluation Group
Ohio
$225K – – –
DIA
833
Dana Investment Advisors
Wisconsin
$223K +$223K +11,772 New
MA
834
MKT Advisors
California
$223K +$223K +12,954 New
SBWIC
835
Schaper Benz & Wise Investment Counsel
Wisconsin
$222K +$222K +11,712 New
MWC
836
MKD Wealth Coaches
Michigan
$221K +$2.16K +114 +1%
RF
837
Robbins Farley
New Hampshire
$218K +$10.1K +534 +5%
WA
838
Winfield Associates
Ohio
$218K +$218K +11,502 New
GP
839
Girard Partners
Pennsylvania
$217K +$217K +11,466 New
WJWM
840
Williams Jones Wealth Management
New York
$215K +$215K +11,352 New
MWAM
841
Manhattan West Asset Management
California
$215K +$215K +11,352 New
BP
842
BCK Partners
New York
$213K -$26.4K -1,392 -11%
PWMG
843
Prestige Wealth Management Group
New Jersey
$213K -$1.37K -72 -0.6%
JIP
844
JBJ Investment Partners
South Carolina
$212K +$212K +11,154 New
WIP
845
WealthCare Investment Partners
Rhode Island
$212K +$212K +11,172 New
ST
846
Spinnaker Trust
Maine
$211K +$211K +11,136 New
SIMG
847
Sonora Investment Management Group
Arizona
$210K +$210K +11,052 New
CG
848
CFO4Life Group
Texas
$210K +$210K +11,076 New
BTWM
849
Baker Tilly Wealth Management
Wisconsin
$210K +$210K +11,082 New
SI
850
Shaker Investments
Ohio
$209K +$209K +11,022 New
32 33
34
35 36