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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 %
SBL
201
Sargent Bickham Lagudis
Colorado
$6.85M +$788K +45,450 +13%
CAN
202
Cetera Advisor Networks
California
$6.84M +$784K +45,228 +13%
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$6.8M +$5.42M +312,540 +391%
5L
204
55I LLC
Massachusetts
$6.74M -$5.71M -329,400 -46%
CFA
205
Carroll Financial Associates
North Carolina
$6.6M +$57K +3,288 +0.9%
HG
206
Harbor Group
New Hampshire
$6.59M -$49.1K -2,832 -0.7%
BIA
207
Bigelow Investment Advisors
Maine
$6.54M +$265K +15,300 +4%
BAMG
208
Brand Asset Management Group
Missouri
$6.52M +$36.1K +2,082 +0.6%
PMG
209
ProVise Management Group
Florida
$6.49M +$436K +25,122 +7%
OPWM
210
Oakwell Private Wealth Management
Texas
$6.49M -$187K -10,812 -3%
BRWA
211
B. Riley Wealth Advisors
Florida
$6.45M +$187K +10,776 +3%
PIMG
212
Patriot Investment Management Group
Tennessee
$6.43M +$20.6K +1,188 +0.3%
TIM
213
Tortoise Investment Management
New York
$6.4M -$224K -12,894 -3%
MAS
214
Managed Account Services
Florida
$6.35M -$596K -34,374 -9%
ATWA
215
Arbor Trust Wealth Advisors
Michigan
$6.3M -$161K -9,300 -2%
LPT
216
Legacy Private Trust
Wisconsin
$6.22M +$110K +6,354 +2%
NIM
217
Nicollet Investment Management
Minnesota
$6.21M – – –
CFO
218
CVA Family Office
Colorado
$6.2M +$130K +9,654 +2%
EL
219
Essex LLC
Illinois
$6.1M +$6.1M +351,936 New
SWM
220
Stockman Wealth Management
Montana
$6.06M +$438K +25,284 +8%
HFS
221
Hantz Financial Services
Michigan
$6.05M -$308K -17,784 -5%
RJFSA
222
Raymond James Financial Services Advisors
Florida
$6.03M +$1.9M +109,566 +46%
IWMA
223
Ironwood Wealth Management (Arizona)
Arizona
$5.89M -$70.6K -4,074 -1%
TSWM
224
Triangle Securities Wealth Management
North Carolina
$5.87M +$170K +9,798 +3%
GC
225
Grimes & Company
Massachusetts
$5.76M +$181K +10,428 +3%
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