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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 %
PWM
1001
Praetorian Wealth Management
California
– -$698K -40,278 Closed
MWM
1002
Modera Wealth Management
New Jersey
– -$636K -36,666 Closed
GRP
1003
Global Retirement Partners
California
– -$617K -35,604 Closed
CCP
1004
Cassia Capital Partners
North Carolina
– -$375K -21,636 Closed
LWM
1005
Liberty Wealth Management
California
– -$374K -21,564 Closed
EWM
1006
Evercore Wealth Management
New York
– -$319K -18,420 Closed
WPW
1007
Waldron Private Wealth
Pennsylvania
– -$268K -15,474 Closed
FM
1008
Foster & Motley
Ohio
– -$255K -14,688 Closed
SHA
1009
Seneca House Advisors
Virginia
– -$254K -14,676 Closed
JLBC
1010
J.L. Bainbridge & Co
Florida
– -$212K -12,204 Closed
AL
1011
ADE LLC
Maryland
– -$108K -6,216 Closed
GPA
1012
Guidance Point Advisors
Massachusetts
– -$79K -4,596 Closed
DOA
1013
D'Orazio & Associates
Virginia
– -$69K -3,966 Closed
GKWIM
1014
Gerber Kawasaki Wealth & Investment Management
California
– -$29K -1,692 Closed
PCFFS
1015
Pacific Center for Financial Services
California
– -$28K -1,626 Closed
BL
1016
Balentine LLC
Georgia
– -$14K -816 Closed
LDFR
1017
Lehman & Derafelo Financial Resources
Pennsylvania
– -$10K -588 Closed
FCFS
1018
First Command Financial Services
Texas
– -$6K -342 Closed
IPW
1019
IronBridge Private Wealth
Texas
– -$4K -258 Closed
FCAS
1020
First Command Advisory Services
Texas
– -$2K -114 Closed
AWM
1021
Activest Wealth Management
Florida
– -$1K -84 Closed
ME
1022
McIlrath & Eck
Washington
– -$1K -72 Closed
37 38 39 40
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