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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.

New
Increased
Maintained
Reduced
Closed
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 %
ACWM
101
Adams Chetwood Wealth Management
North Carolina
$21.3M -$2.82M -162,894 -12%
HB
102
Homrich & Berg
Georgia
$21.1M -$10.5K -606 -0%
VC
103
Veery Capital
Delaware
$20.9M +$440K +25,356 +2%
Wells Fargo
104
Wells Fargo
California
$20.9M -$830K -47,862 -4%
ADL
105
Asset Dedication LLC
California
$20.1M -$115K -6,630 -0.6%
MCM
106
MAI Capital Management
Ohio
$20.1M -$2.92M -168,306 -13%
AG
107
Appleton Group
Wisconsin
$20M +$415K +23,958 +2%
NDSI
108
Newman Dignan & Sheerar Inc
Rhode Island
$17.9M +$166K +9,552 +0.9%
DBRC
109
D.B. Root & Company
Pennsylvania
$17.9M -$1.47M -84,984 -8%
DAS
110
Dynamic Advisor Solutions
Arizona
$17.6M +$137K +7,920 +0.8%
LWA
111
Lenox Wealth Advisors
New York
$17.5M -$303K -17,460 -2%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$17.4M +$601K +34,638 +4%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$16.9M +$943K +54,378 +6%
RDWM
114
Red Door Wealth Management
Tennessee
$16.4M +$356K +20,532 +2%
DW
115
Domani Wealth
Pennsylvania
$16.2M -$177K -10,218 -1%
SDWMA
116
Schneider Downs Wealth Management Advisors
Pennsylvania
$16M +$634K +36,546 +4%
SPA
117
Sentinel Pension Advisors
Massachusetts
$15.9M +$1.27M +73,206 +9%
K
118
Kemper
Illinois
$15.9M – – –
VFIC
119
Valley Forge Investment Consultants
Pennsylvania
$15.6M +$1.44M +83,154 +10%
FI
120
FIDELIS iM
Oregon
$15.5M +$15.5M +895,722 New
ACA
121
Ascension Capital Advisors
Texas
$15.3M -$34K -1,962 -0.2%
LIM
122
Leavell Investment Management
Alabama
$15.2M +$408K +23,550 +3%
CFA
123
Cahill Financial Advisors
Minnesota
$15M -$2.04M -117,774 -12%
CFIA
124
Cantor Fitzgerald Investment Advisors
New York
$14.9M -$2.72M -156,606 -15%
HI
125
Harbour Investments
Wisconsin
$14.4M +$927K +53,460 +7%
3 4
5
6 7