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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 %
ACA
126
Ascension Capital Advisors
Texas
$17.5M +$692K +36,456 +4%
SPA
127
Sentinel Pension Advisors
Massachusetts
$17.5M +$48.8K +2,574 +0.3%
HI
128
Harbour Investments
Wisconsin
$17.3M +$1.53M +80,412 +10%
VFIC
129
Valley Forge Investment Consultants
Pennsylvania
$17.3M +$198K +10,458 +1%
FI
130
FIDELIS iM
Oregon
$17.2M +$227K +11,988 +1%
LIM
131
Leavell Investment Management
Alabama
$17M +$431K +22,728 +3%
BWM
132
BCS Wealth Management
Tennessee
$16.4M +$1.6M +84,228 +11%
CCM
133
Coldstream Capital Management
Washington
$16.4M -$1.83M -96,474 -10%
AWM
134
Abound Wealth Management
Tennessee
$16.1M +$16.1M +851,298 New
SFG
135
SNS Financial Group
Minnesota
$15.9M +$1.6M +84,198 +11%
MSFS
136
Main Street Financial Solutions
Pennsylvania
$15.8M +$615K +32,436 +4%
PWM
137
Provident Wealth Management
Tennessee
$15.8M +$1.35M +71,208 +9%
AIM
138
Anchor Investment Management
South Carolina
$15.5M +$609K +32,082 +4%
EWM
139
Empirical Wealth Management
Washington
$15.4M +$256K +13,470 +2%
Goldman Sachs
140
Goldman Sachs
New York
$15M +$2.32M +122,448 +18%
CAAM
141
Cornerstone Advisors Asset Management
Pennsylvania
$15M +$15M +790,716 New
BWA
142
Burt Wealth Advisors
Maryland
$15M +$809K +42,636 +6%
CFA
143
Cahill Financial Advisors
Minnesota
$14.9M -$1.48M -78,156 -9%
SFPM
144
Sensible Financial Planning & Management
Massachusetts
$14.9M +$1.25M +65,748 +9%
SSWM
145
Sheets Smith Wealth Management
North Carolina
$14.8M +$342K +18,024 +2%
CCA
146
Cobblestone Capital Advisors
New York
$14.4M -$1.16M -61,374 -7%
LBC
147
Lowe Brockenbrough & Co
Virginia
$14.3M -$202K -10,668 -1%
ACM
148
Alpha Capital Management
Texas
$14.2M +$1M +52,776 +8%
PAG
149
Private Advisor Group
New Jersey
$14.2M -$1.14M -60,150 -7%
SIC
150
Salem Investment Counselors
North Carolina
$14.1M +$200K +10,566 +1%
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