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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 %
RG
876
Retirement Group
California
$133K -$9.88K -522 -7%
RP
877
Rice Partnership
Hawaii
$133K – – –
HNB
878
Huntington National Bank
Ohio
$131K -$120K – –
AWM
879
Accel Wealth Management
Iowa
$131K +$57K +3,000 +77%
IWP
880
IAG Wealth Partners
Wisconsin
$129K -$9.94K -522 -7%
GWSG
881
GPS Wealth Strategies Group
Colorado
$126K – – –
LB
882
Legacy Bridge
Iowa
$124K – – –
NFG
883
Next Financial Group
Texas
$123K +$7.26K +384 +6%
CFA
884
Carroll Financial Associates
North Carolina
$116K -$7.11M -374,634 -98%
SIAP
885
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$116K – – –
POIA
886
Pin Oak Investment Advisors
Texas
$116K – – –
PFP
887
Pinnacle Financial Partners
Tennessee
$114K +$114K +6,000 New
GT
888
Glenmede Trust
Pennsylvania
$111K +$50.5K +2,676 +83%
Deutsche Bank
889
Deutsche Bank
Germany
$101K – – –
EVM
890
Eaton Vance Management
Massachusetts
$98K +$4.76K +252 +5%
BWA
891
BDO Wealth Advisors
Florida
$97K +$113 +6 +0.1%
WPA
892
West Paces Advisors
Georgia
$86.5K – – –
HCP
893
Hexagon Capital Partners
Arkansas
$80K +$72.7K +3,816 +994%
KPCM
894
Kings Point Capital Management
New York
$78K +$62.7K +3,288 +409%
CFD
895
Creative Financial Designs
Indiana
$77K +$77K +4,038 New
GWM
896
Guardian Wealth Management
Illinois
$69K +$69K +3,654 New
AW
897
Avion Wealth
Texas
$63K – – –
BWL
898
Bogart Wealth LLC
Virginia
$63K +$57.3K +3,024 +1,008%
TC
899
TAP Consulting
Missouri
$62K +$62K +3,288 New
LPP
900
Life Planning Partners
Florida
$61K +$61K +3,210 New
34 35
36
37 38