SCHX icon

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 %
EA
976
Evolution Advisers
Virginia
$3K +$3K +198 New
GEA
977
Glen Eagle Advisors
New Jersey
$2.96K – – –
PP
978
PrairieView Partners
Minnesota
$2K – – –
BA
979
Bellwether Advisors
Nebraska
$2K – – –
HPC
980
HM Payson & Co
Maine
$1K – – –
EWM
981
Edge Wealth Management
New York
$1K – – –
SWM
982
Selective Wealth Management
Virginia
$1K – – –
AWM
983
Atticus Wealth Management
Florida
$1K – – –
EWM
984
EPG Wealth Management
Georgia
$1K +$77 +6 +8%
SPA
985
Shore Point Advisors
New Jersey
$1K +$1K +30 New
EWA
986
EverSource Wealth Advisors
Alabama
$1K +$1K +54 New
AWA
987
Aquire Wealth Advisors
Utah
$1K +$1K +72 New
CFN
988
Cordasco Financial Network
Florida
$1K +$1K +78 New
KFS
989
Kelly Financial Services
Massachusetts
$713 – – –
WIM
990
Westside Investment Management
California
$9 – – –
NMIFOAC
991
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
– -$12.1M -696,000 Closed
MA
992
MCF Advisors
Kentucky
– -$9.11M -525,612 Closed
SAM
993
Sawgrass Asset Management
Florida
– -$5.23M -301,740 Closed
IA
994
IFG Advisory
Georgia
– -$2.73M -157,578 Closed
FTUS
995
Flow Traders U.S.
New York
– -$2.51M -144,972 Closed
SBH
996
Segall Bryant & Hamill
Illinois
– -$1.76M -101,772 Closed
CCWA
997
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.05M -60,636 Closed
WIC
998
Whitegate Investment Counselors
New Hampshire
– -$1.01M -58,212 Closed
SIM
999
Stratos Investment Management
Ohio
– -$948K -54,684 Closed
RPCA
1000
Running Point Capital Advisors
California
– -$941K -54,282 Closed
37 38 39
40
41