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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 %
GEA
851
Glen Eagle Advisors
New Jersey
$2.71K – – –
CMA
852
Cedar Mountain Advisors
Oregon
$2K – – –
BA
853
Bellwether Advisors
Nebraska
$2K – – –
FCAS
854
First Command Advisory Services
Texas
$2K +$2K +114 New
LIA
855
LBMC Investment Advisors
Tennessee
$1.29K -$273 -12,696 -17%
AWM
856
Atticus Wealth Management
Florida
$1K -$1.1K -66 -52%
SWM
857
Selective Wealth Management
Virginia
$1K – – –
ME
858
McIlrath & Eck
Washington
$1K – – –
PP
859
PrairieView Partners
Minnesota
$1K – – –
HPC
860
HM Payson & Co
Maine
$1K – – –
EWM
861
Edge Wealth Management
New York
$1K +$1K +6 New
EWM
862
EPG Wealth Management
Georgia
$1K +$1K +72 New
AWM
863
Activest Wealth Management
Florida
$1K +$1K +84 New
VCWA
864
Vanguard Capital Wealth Advisors
Colorado
$693 +$218 +12,588 +46%
KFS
865
Kelly Financial Services
Massachusetts
$650 -$69.4K -3,846 -99%
WIM
866
Westside Investment Management
California
$8 – – –
CIAS
867
CFS Investment Advisory Services
New Jersey
– -$25.8M -1,490,262 Closed
SFMG
868
Sage Financial Management Group
Virginia
– -$25.8M -1,490,262 Closed
KOMWMG
869
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$19.2M -1,106,928 Closed
ACP
870
Arcus Capital Partners
Georgia
– -$3.96M -228,738 Closed
PWS
871
Precision Wealth Strategies
Missouri
– -$2.88M -165,966 Closed
Millennium Management
872
Millennium Management
New York
– -$1.4M -80,484 Closed
CC
873
Claybrook Capital
Massachusetts
– -$1.04M -59,988 Closed
OMC
874
Old Mission Capital
Illinois
– -$967K -55,800 Closed
D
875
Diversified
Delaware
– -$920K -53,094 Closed
33 34
35
36 37