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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 %
LCM
176
Leisure Capital Management
California
$9.02M +$324K +18,702 +4%
KAS
177
Kestra Advisory Services
Texas
$8.98M +$7.8M +449,778 +659%
SWA
178
SFMG Wealth Advisors
Texas
$8.85M -$114K -6,564 -1%
NIC
179
Northwest Investment Counselors
Oregon
$8.79M -$274K -15,810 -3%
PFC
180
Phocas Financial Corp
California
$8.75M -$686K -39,582 -7%
LSAG
181
Lake Street Advisors Group
New Hampshire
$8.68M -$270K -15,564 -3%
AWM
182
Avior Wealth Management
Nebraska
$8.66M -$419K -24,168 -5%
MHR
183
Matthew Hamilton Rosenberg
$8.65M +$5.5M +317,406 +175%
CP
184
Capital Planning
Washington
$8.24M +$1.37M +79,038 +20%
WCG
185
Wall Capital Group
Arizona
$8.14M +$980K +56,538 +14%
YAL
186
Your Advocates Ltd
Texas
$8.11M +$139K +7,998 +2%
SHJ
187
Sharkey, Howes & Javer
Colorado
$8.1M -$389K -22,434 -5%
CWA
188
Cornerstone Wealth Advisors
Minnesota
$7.97M -$1M -57,726 -11%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$7.83M +$491K +28,302 +7%
Thrivent Financial for Lutherans
190
Thrivent Financial for Lutherans
Minnesota
$7.77M – – –
SFWC
191
Strategic Family Wealth Counselors
New Jersey
$7.77M +$500K +28,860 +7%
ECM
192
Exchange Capital Management
Michigan
$7.52M -$367K -21,168 -5%
HWA
193
Heritage Way Advisors
Illinois
$7.47M -$81.8K -4,716 -1%
LF
194
Lee Financial
Texas
$7.28M -$16.1K -930 -0.2%
HCM
195
Hengehold Capital Management
Ohio
$7.18M -$27.9K -1,608 -0.4%
KM
196
Kalos Management
Georgia
$7.17M +$145K +7,680 +2%
BPM
197
Bowling Portfolio Management
Ohio
$7.1M +$72.9K +4,206 +1%
SAF
198
Smith Anglin Financial
Texas
$7.08M -$497K -28,680 -7%
BSW
199
Buckingham Strategic Wealth
Missouri
$7.06M -$443K -25,548 -6%
MWM
200
MinichMacGregor Wealth Management
New York
$6.94M +$144K +8,280 +2%
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