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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 %
NSAM
76
North Star Asset Management
Wisconsin
$28.7M +$2.11M +121,944 +8%
PFG
77
Piershale Financial Group
Illinois
$28.6M +$6.51M +375,744 +30%
SFA
78
Sequoia Financial Advisors
Ohio
$28.3M -$44.4M -2,557,914 -61%
NFG
79
Northeast Financial Group
Pennsylvania
$27.6M +$611K +35,244 +2%
BFG
80
Berger Financial Group
Minnesota
$27.3M +$1.92M +110,982 +8%
CG
81
Colony Group
Massachusetts
$26.8M -$1.14M -65,844 -4%
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$26M -$379K -21,846 -1%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$25.9M -$804K -46,350 -3%
IWC
84
Integrated Wealth Concepts
Massachusetts
$25.7M +$2.31M +133,296 +10%
BA
85
Bristlecone Advisors
Washington
$24.9M +$73.3K +4,230 +0.3%
SJIM
86
St. Johns Investment Management
Florida
$24.8M -$243K -14,034 -1%
SWA
87
Sutton Wealth Advisors
Florida
$24.8M -$160K -9,204 -0.6%
MFGP
88
Marshall Financial Group (Pennsylvania)
Pennsylvania
$24.5M -$362K -20,886 -1%
MWP
89
Meridian Wealth Partners
Pennsylvania
$24.1M -$184K -10,608 -0.8%
RCIM
90
Red Cedar Investment Management
Michigan
$23.7M +$7.5M +432,546 +46%
VAS
91
Valicenti Advisory Services
New York
$23.6M -$255K -14,736 -1%
BA
92
Ballast Advisors
Minnesota
$23.1M +$210K +12,090 +0.9%
FC
93
Financial Consulate
Maryland
$22.9M +$1.02M +58,968 +5%
AFS
94
Access Financial Services
Minnesota
$22.5M +$2.31M +133,236 +11%
CCA
95
Clearwater Capital Advisors
Illinois
$22.3M -$1.66M -95,994 -7%
NC
96
NewSquare Capital
Pennsylvania
$22.3M +$1.06M +61,290 +5%
MF
97
Manchester Financial
California
$22.2M -$1.31M -75,282 -6%
KCPG
98
Kavar Capital Partners Group
Kansas
$21.9M +$853K +49,176 +4%
QAM
99
QCI Asset Management
New York
$21.8M +$797K +45,960 +4%
MWA
100
Martel Wealth Advisors
Washington
$21.6M -$845K -48,726 -4%
2 3
4
5 6