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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
Charles Schwab Investment Advisory
California
$6.81B
2
Franklin Resources
Franklin Resources
California
$187M
3
Charles Schwab
Charles Schwab
California
$1.76B
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$331M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$431M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$12.1M
2
SFA
Sequoia Financial Advisors
Ohio
$28.3M
3
JIP
Jaffetilchin Investment Partners
Florida
$39.3M
4
SFMG
Sage Financial Management Group
Virginia
$0
5
CIAS
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWRC
126
R.W. Roge & Company
New York
$14.4M -$189K -10,356 -1%
CCA
127
Cobblestone Capital Advisors
New York
$14.2M -$165K -9,516 -1%
PPW
128
Pasadena Private Wealth
California
$14.2M +$14.2M +818,280 New
PAG
129
Private Advisor Group
New Jersey
$14M +$2.38M +137,550 +21%
MSFS
130
Main Street Financial Solutions
Pennsylvania
$13.9M +$1.5M +86,328 +12%
EWM
131
Empirical Wealth Management
Washington
$13.9M +$426K +24,546 +3%
AIM
132
Anchor Investment Management
South Carolina
$13.6M +$180K +10,410 +1%
BWM
133
BCS Wealth Management
Tennessee
$13.5M +$106K +6,114 +0.8%
CHA
134
Cooper/Haims Advisors
New York
$13.5M -$1.64M -94,512 -11%
BDF
135
Black Diamond Financial
Maryland
$13.4M -$3.27M -188,706 -20%
ACG
136
Allen Capital Group
Nebraska
$13.3M -$1.16M -66,618 -8%
SSWM
137
Sheets Smith Wealth Management
North Carolina
$13.3M +$53.1K +3,060 +0.4%
LBC
138
Lowe Brockenbrough & Co
Virginia
$13.2M -$227K -13,074 -2%
PWM
139
Provident Wealth Management
Tennessee
$13.2M +$1.15M +66,516 +10%
CCM
140
Coldstream Capital Management
Washington
$13.1M +$1.38M +100,326 +12%
SFG
141
SNS Financial Group
Minnesota
$13M +$11.4M +654,678 +670%
BIA
142
Bell Investment Advisors
California
$13M +$13M +749,406 New
BWA
143
Burt Wealth Advisors
Maryland
$13M +$719K +41,484 +6%
DWM
144
Destination Wealth Management
California
$12.9M -$80K -4,614 -0.6%
SIC
145
Salem Investment Counselors
North Carolina
$12.7M +$672K +38,784 +6%
PA
146
Planning Alternatives
Michigan
$12.7M -$682K -39,360 -5%
SFPM
147
Sensible Financial Planning & Management
Massachusetts
$12.5M +$504K +29,040 +4%
BAAM
148
Baker Avenue Asset Management
California
$12.3M +$581K +33,534 +5%
NMIFOAC
149
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$12.1M -$86.8M -5,004,000 -88%
ACM
150
Alpha Capital Management
Texas
$12.1M +$11.5K +666 +0.1%
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