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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
$513M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$619M
3
CSIA
Charles Schwab Investment Advisory
California
$7.57B
4
HighTower Advisors
HighTower Advisors
Illinois
$173M
5
Charles Schwab
Charles Schwab
California
$1.98B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$488K
2
CST
Charles Schwab Trust
Nevada
$1.89M
3
BWA
BlueSky Wealth Advisors
North Carolina
$123M
4
Osaic Holdings
Osaic Holdings
Arizona
$98.3M
5
WANY
Wealthspire Advisors (New York)
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
901
Logan Capital Management
Pennsylvania
$58K -$4.19K -222 -7%
ST
902
Smithfield Trust
Pennsylvania
$58K – – –
HF
903
Halpern Financial
Virginia
$56.2K – – –
KSWA
904
Kathleen S. Wright Associates
Pennsylvania
$56K +$56K +2,946 New
HI
905
Hoey Investments
Pennsylvania
$55K – – –
BHWM
906
Beaird Harris Wealth Management
Texas
$55K +$55K +2,916 New
CWC
907
Carolinas Wealth Consulting
North Carolina
$53K -$5.13K -270 -9%
AIA
908
Angeles Investment Advisors
California
$53K +$53K +2,808 New
VCM
909
Versant Capital Management
Arizona
$52K -$1.26K -66 -2%
BFEC
910
Benjamin F. Edwards & Company
Missouri
$52K – – –
BWM
911
Baystate Wealth Management
Massachusetts
$52K – – –
FF
912
FourThought Financial
Florida
$50K – – –
NFSG
913
Newbridge Financial Services Group
Florida
$49K -$5.97K -312 -11%
Qube Research & Technologies (QRT)
914
Qube Research & Technologies (QRT)
United Kingdom
$49K +$49K +2,604 New
GG
915
Gleason Group
Kentucky
$46K +$227 +12 +0.5%
AA
916
Atmos Advisory
Pennsylvania
$42K +$42K +2,196 New
National Bank of Canada
917
National Bank of Canada
Quebec, Canada
$41K +$41K +2,136 New
SFM
918
Signet Financial Management
New Jersey
$41K +$41K +2,166 New
BWP
919
Baldwin Wealth Partners
Massachusetts
$40K – – –
FP
920
Financial Perspectives
Minnesota
$39.8K – – –
CIA
921
Choate Investment Advisors
Massachusetts
$39K – – –
RI
922
Rinkey Investments
California
$38K +$38K +2,046 New
CAAS
923
Capital Asset Advisory Services
Michigan
$37K – – –
SIC
924
SJS Investment Consulting
Ohio
$37K +$37K +1,938 New
TCWA
925
Ten Capital Wealth Advisors
Washington
$35K -$8.58K -456 -20%
35 36
37
38 39