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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 %
FWP
151
FAS Wealth Partners
Kansas
$12M +$242K +13,932 +2%
CWM
152
Cabot Wealth Management
Massachusetts
$11.9M -$1.05M -60,720 -8%
Citadel Advisors
153
Citadel Advisors
Florida
$11.7M +$11.7M +676,014 New
JPMPWA
154
J.P. Morgan Private Wealth Advisors
California
$11.6M +$2.4M +138,606 +26%
Goldman Sachs
155
Goldman Sachs
New York
$11.6M -$2.41M -139,140 -17%
AI
156
Atria Investments
North Carolina
$11.4M +$117K +6,762 +1%
WA
157
WBH Advisory
Maryland
$11.3M +$720K +41,550 +7%
GG
158
Greenwood Gearhart
Arkansas
$11.3M -$3.72M -214,482 -25%
ACA
159
Aptus Capital Advisors
Alabama
$11.2M +$1.2M +69,024 +12%
PCWA
160
Pacific Capital Wealth Advisors
California
$11.2M +$1.36M +78,186 +14%
FMP
161
Financial Management Professionals
Texas
$10.7M -$869K -50,094 -8%
NL
162
NEPC LLC
Massachusetts
$10.6M – – –
AIM
163
AMI Investment Management
Indiana
$10.5M -$482K -27,816 -4%
BHB
164
Bank Hapoalim BM
Israel
$10.4M +$6.88M +396,636 +195%
DP
165
Denver PWM
Colorado
$10.3M +$39.9K +2,304 +0.4%
TLP
166
Trinity Legacy Partners
Texas
$10.1M +$296K +17,064 +3%
FNC
167
First National Corp
Massachusetts
$10.1M +$102K +5,892 +1%
GSAM
168
Grant Street Asset Management
Pennsylvania
$9.99M +$9.4M +542,058 +1,588%
NWS
169
Newport Wealth Strategies
California
$9.73M +$445K +25,650 +5%
OIA
170
OneDigital Investment Advisors
Kansas
$9.63M -$1.78M -102,558 -16%
IA
171
IFP Advisors
Florida
$9.47M +$1.09M +62,520 +13%
FCM
172
Fortis Capital Management
Washington
$9.27M +$17.4K +1,002 +0.2%
RRC
173
Relaxing Retirement Coach
Massachusetts
$9.15M -$117K -6,732 -1%
SVWAG
174
Sound View Wealth Advisors Group
Georgia
$9.12M +$20.2K +1,164 +0.2%
MA
175
MCF Advisors
Kentucky
$9.11M -$3.95K -228 -0%
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