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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
+$151M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$148M
3
CSIA
Charles Schwab Investment Advisory
California
+$116M
4
HighTower Advisors
HighTower Advisors
Illinois
+$113M
5
Charles Schwab
Charles Schwab
California
+$55.3M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$204M
2
CST
Charles Schwab Trust
Nevada
-$30.6M
3
BWA
BlueSky Wealth Advisors
North Carolina
-$30.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$23.4M
5
WANY
Wealthspire Advisors (New York)
New York
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
176
Sound View Wealth Advisors Group
Georgia
$10.3M +$281K +14,832 +3%
DP
177
Denver PWM
Colorado
$10.1M -$1.14M -59,796 -10%
LCM
178
Leisure Capital Management
California
$10M +$172K +9,042 +2%
OIA
179
OneDigital Investment Advisors
Kansas
$9.99M -$547K -28,818 -5%
RRC
180
Relaxing Retirement Coach
Massachusetts
$9.92M -$89.4K -4,716 -0.9%
K
181
Kemper
Illinois
$9.87M -$7.49M -395,040 -43%
WCG
182
Wall Capital Group
Arizona
$9.85M +$953K +50,250 +11%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$9.77M +$1.2M +63,126 +14%
MHR
184
Matthew Hamilton Rosenberg
$9.67M +$204K +10,746 +2%
CWM
185
Cabot Wealth Management
Massachusetts
$9.62M -$3.42M -180,138 -26%
PFC
186
Phocas Financial Corp
California
$9.55M -$24.1K -1,272 -0.3%
JWM
187
Jackson Wealth Management
Florida
$9.51M -$282K -14,844 -3%
GCM
188
G2 Capital Management
Ohio
$9.5M +$9.5M +500,940 New
NIC
189
Northwest Investment Counselors
Oregon
$9.5M -$115K -6,048 -1%
AWM
190
Avior Wealth Management
Nebraska
$9.42M -$49.1K -2,586 -0.5%
SWA
191
SFMG Wealth Advisors
Texas
$9.41M -$274K -14,454 -3%
NCM
192
Northwest Capital Management
Oregon
$9.38M +$4.88M +273,678 +108%
MAWAG
193
Mid-American Wealth Advisory Group
Missouri
$9.21M +$9.21M +485,496 New
YAL
194
Your Advocates Ltd
Texas
$9.13M +$260K +13,716 +3%
RFA
195
RTD Financial Advisors
Pennsylvania
$9.05M +$9.05M +476,952 New
CCM
196
Cullen Capital Management
New York
$9.05M +$9.05M +476,910 New
CAN
197
Cetera Advisor Networks
California
$8.74M +$1.26M +66,342 +17%
AF
198
Allworth Financial
California
$8.7M +$6.55M +345,546 +306%
QCM
199
Quest Capital Management
Texas
$8.68M +$7.04M +371,004 +428%
LSAG
200
Lake Street Advisors Group
New Hampshire
$8.63M -$862K -45,426 -9%
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