SCHX icon

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 %
BIA
151
Bell Investment Advisors
California
$13.9M -$349K -18,420 -2%
BAAM
152
Baker Avenue Asset Management
California
$13.8M +$431K +22,734 +3%
CAG
153
Compass Advisory Group
New York
$13.6M +$13.6M +717,252 New
WA
154
WBH Advisory
Maryland
$13.5M +$1.15M +60,744 +9%
RWRC
155
R.W. Roge & Company
New York
$13.4M -$376K -21,576 -3%
PA
156
Planning Alternatives
Michigan
$13.3M -$565K -29,790 -4%
CHA
157
Cooper/Haims Advisors
New York
$13.2M -$1.53M -80,892 -10%
FCM
158
Fortis Capital Management
Washington
$13.2M +$3.09M +162,672 +30%
CWA
159
Consilium Wealth Advisory
Texas
$13.2M +$13.2M +695,664 New
FWP
160
FAS Wealth Partners
Kansas
$13.1M -$90.9K -4,794 -0.7%
ACA
161
Aptus Capital Advisors
Alabama
$12.8M +$475K +25,056 +4%
JPMPWA
162
J.P. Morgan Private Wealth Advisors
California
$12.5M -$205K -10,800 -2%
GG
163
Greenwood Gearhart
Arkansas
$12.5M +$141K +7,452 +1%
FMP
164
Financial Management Professionals
Texas
$12.3M +$654K +34,470 +6%
PCWA
165
Pacific Capital Wealth Advisors
California
$12.2M -$48.6K -2,562 -0.4%
NL
166
NEPC LLC
Massachusetts
$11.6M – – –
BHB
167
Bank Hapoalim BM
Israel
$11.4M – – –
AIM
168
AMI Investment Management
Indiana
$11.3M -$175K -9,210 -2%
ACG
169
Allen Capital Group
Nebraska
$11.3M -$3.23M -170,070 -22%
FNC
170
First National Corp
Massachusetts
$11.2M +$93K +4,902 +0.8%
IA
171
IFP Advisors
Florida
$11.1M +$787K +41,454 +8%
TLP
172
Trinity Legacy Partners
Texas
$11.1M +$42.2K +2,226 +0.4%
GSAM
173
Grant Street Asset Management
Pennsylvania
$10.4M -$486K -25,602 -4%
MFA
174
Morling Financial Advisors
California
$10.4M +$10.4M +547,842 New
RJFSA
175
Raymond James Financial Services Advisors
Florida
$10.4M +$3.78M +199,224 +57%
5 6
7
8 9