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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 %
IWC
76
Integrated Wealth Concepts
Massachusetts
$32.2M +$4.14M +218,394 +15%
AAMA
77
Advanced Asset Management Advisors
Ohio
$32.1M – – –
NSAM
78
North Star Asset Management
Wisconsin
$32M +$635K +33,462 +2%
BCI
79
Brinker Capital Investments
Pennsylvania
$31.8M -$1.96M -103,464 -6%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$30.2M +$1.91M +100,938 +7%
TCM
81
Tradewinds Capital Management
Washington
$29.1M +$28.9M +1,520,946 +10,810%
RWP
82
Revolve Wealth Partners
New Jersey
$28.9M +$28.9M +1,523,286 New
CG
83
Colony Group
Massachusetts
$27.3M -$1.95M -102,804 -7%
MFGP
84
Marshall Financial Group (Pennsylvania)
Pennsylvania
$27.3M +$467K +24,618 +2%
AFS
85
Access Financial Services
Minnesota
$27.2M +$2.61M +137,370 +11%
SFMG
86
Sage Financial Management Group
Virginia
$27.2M +$27.2M +1,431,696 New
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$27.1M -$1.33M -70,302 -5%
BA
88
Bristlecone Advisors
Washington
$27M -$225K -11,868 -0.8%
SWA
89
Sutton Wealth Advisors
Florida
$27M -$187K -9,852 -0.7%
RCIM
90
Red Cedar Investment Management
Michigan
$26.6M +$758K +39,972 +3%
FC
91
Financial Consulate
Maryland
$26.5M +$1.43M +75,390 +6%
SJIM
92
St. Johns Investment Management
Florida
$26.4M -$715K -37,674 -3%
MWP
93
Meridian Wealth Partners
Pennsylvania
$26.3M -$67.5K -3,558 -0.3%
VAS
94
Valicenti Advisory Services
New York
$26.2M +$402K +21,192 +2%
NC
95
NewSquare Capital
Pennsylvania
$25.9M +$1.41M +74,340 +6%
BA
96
Ballast Advisors
Minnesota
$25.7M +$468K +24,678 +2%
CCA
97
Clearwater Capital Advisors
Illinois
$25M +$586K +30,906 +2%
KCPG
98
Kavar Capital Partners Group
Kansas
$25M +$1.09M +57,210 +5%
KWM
99
Kolinsky Wealth Management
New Jersey
$24.6M +$24.6M +1,298,484 New
MF
100
Manchester Financial
California
$24.1M -$272K -14,346 -1%
2 3
4
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