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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 %
SI
851
Stephens Inc
Arkansas
$206K -$56.1K -2,964 -21%
AR
852
Apeiron RIA
Texas
$206K +$206K +10,848 New
CWM
853
Cadence Wealth Management
Massachusetts
$205K +$205K +10,806 New
AC
854
AlphaCore Capital
California
$204K -$317K -16,668 -61%
SGK
855
Steigerwald Gordon & Koch
Virginia
$204K -$51K -2,682 -20%
JAG
856
Journey Advisory Group
Kentucky
$201K +$201K +10,584 New
VT
857
Vise Technologies
New York
$201K +$201K +10,602 New
PSIWM
858
Paradigm Strategies in Wealth Management
Minnesota
$200K +$200K +10,530 New
CA
859
CapWealth Advisors
Tennessee
$200K +$200K +10,542 New
WWM
860
Wagner Wealth Management
South Carolina
$185K +$683 +36 +0.4%
PG
861
Proffitt & Goodson
Tennessee
$183K – – –
BC
862
Barnett & Company
Tennessee
$182K -$84.7K -4,470 -32%
NG
863
NWK Group
California
$173K – – –
HFA
864
HC Financial Advisors
California
$173K +$92.8K +4,896 +116%
MIM
865
Macroview Investment Management
Maryland
$171K +$9.78K +516 +6%
FFA
866
Freedman Financial Associates
Massachusetts
$169K – – –
SWM
867
Sugarloaf Wealth Management
Georgia
$167K – – –
PFBT
868
Parkside Financial Bank & Trust
Missouri
$162K – – –
GWS
869
Glassman Wealth Services
Virginia
$160K +$14.8K +780 +10%
CA
870
CoreCap Advisors
Michigan
$157K +$157K +8,280 New
PAI
871
Pittenger & Anderson Inc
Nebraska
$148K -$8.1K -426 -5%
LFA
872
Level Financial Advisors
New York
$148K +$148K +7,800 New
Fifth Third Bancorp
873
Fifth Third Bancorp
Ohio
$146K -$16.7K -876 -10%
SCA
874
Sandy Cove Advisors
Massachusetts
$142K +$142K +7,500 New
BW
875
Bison Wealth
Georgia
$134K -$816K -42,906 -86%
33 34
35
36 37