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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 %
DI
926
Disciplined Investments
Oklahoma
$35K -$1.73K -90 -5%
PA
927
PSI Advisors
Florida
$34K – – –
IRAG
928
Investment Research & Advisory Group
Georgia
$32K – – –
TF
929
TimeScale Financial
Massachusetts
$32K +$12.7K +672 +65%
CA
930
Cornerstone Advisory
Maryland
$32K +$32K +1,674 New
CIM
931
Contravisory Investment Management
Massachusetts
$31K -$66K -3,498 -68%
HWM
932
HighMark Wealth Management
Minnesota
$31K +$113 +6 +0.4%
AAP
933
Arax Advisory Partners
Colorado
$30K +$15.3K +804 +105%
CWM
934
Cedar Wealth Management
California
$29K – – –
SF
935
SBK Financial
Virginia
$27K +$27K +1,422 New
APW
936
Acima Private Wealth
Virginia
$25K – – –
TFM
937
TFC Financial Management
Massachusetts
$24K – – –
SAM
938
Strategic Asset Management
Minnesota
$24K – – –
PGAM
939
Princeton Global Asset Management
New Jersey
$24K +$115 +6 +0.5%
ACK
940
Andrew C. Karlinski
$24K +$24K +1,266 New
PP
941
Pacifica Partners
Canada
$24K +$24K +1,296 New
RK
942
Rather & Kittrell
Tennessee
$21K +$21K +1,140 New
JHCP
943
Jackson Hole Capital Partners
Oklahoma
$18K – – –
WFS
944
Widmann Financial Services
Maryland
$18K +$18K +996 New
HS
945
Horan Securities
United States
$17K +$17K +870 New
CCM
946
Covington Capital Management
California
$16K – – –
DAM
947
Delta Asset Management
Tennessee
$14K -$5.6K -300 -29%
GI
948
Gradient Investments
Minnesota
$13K -$19K -966 -59%
ACA
949
Atlas Capital Advisors
Wyoming
$12.3K – – –
MAM
950
Marquette Asset Management
Minnesota
$12K – – –
36 37
38
39 40