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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 %
GA
876
Geller Advisors
New York
– -$918K -52,992 Closed
KP
877
Keel Point
Alabama
– -$805K -46,464 Closed
CWP
878
Capital Wealth Planning
Florida
– -$542K -46,224 Closed
WP
879
WealthShield Partners
North Carolina
– -$697K -40,242 Closed
SPP
880
Single Point Partners
Massachusetts
– -$652K -37,608 Closed
WC
881
Wealth CMT
New Jersey
– -$523K -30,186 Closed
EWA
882
Exencial Wealth Advisors
Oklahoma
– -$428K -24,684 Closed
BWL
883
Beacon Wealthcare LLC
North Carolina
– -$329K -19,020 Closed
SL
884
Savior LLC
Massachusetts
– -$315K -18,150 Closed
CL
885
Choreo LLC
Illinois
– -$265K -15,300 Closed
PCA
886
Pallas Capital Advisors
Massachusetts
– -$256K -14,388 Closed
MCM
887
Maple Capital Management
Vermont
– -$241K -13,368 Closed
ARC
888
Advisor Resource Council
Texas
– -$216K -12,486 Closed
SIAG
889
Signet Investment Advisory Group
Rhode Island
– -$213K -12,300 Closed
SI
890
Shaker Investments
Ohio
– -$204K -11,778 Closed
ST
891
Spinnaker Trust
Maine
– -$203K -11,736 Closed
CWM
892
Cadence Wealth Management
Massachusetts
– -$201K -11,592 Closed
PSIWM
893
Paradigm Strategies in Wealth Management
Minnesota
– -$181K -10,464 Closed
SB
894
Strategic Blueprint
Georgia
– -$177K -10,224 Closed
AC
895
Arjuna Capital
North Carolina
– -$158K -9,120 Closed
EFSCE
896
Enterprise Financial Services Corp (EFSC)
Missouri
– -$71K -4,110 Closed
BBL
897
Beck Bode LLC
Massachusetts
– -$58K -3,348 Closed
IA
898
IAM Advisory
Pennsylvania
– -$50K -2,904 Closed
EPM
899
Elm Partners Management
Pennsylvania
– -$50K -2,904 Closed
GCA
900
Genesee Capital Advisors
New York
– -$50K -2,904 Closed
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