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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
$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 %
SFWC
201
Strategic Family Wealth Counselors
New Jersey
$8.5M +$1.14K +60 +0%
5L
202
55I LLC
Massachusetts
$8.48M +$1.11M +58,314 +15%
CFO
203
CVA Family Office
Colorado
$8.4M -$344K -18,144 -4%
SWM
204
Shelton Wealth Management
Texas
$8.08M +$8.08M +426,084 New
LF
205
Lee Financial
Texas
$7.96M -$7.17K -378 -0.1%
SHJ
206
Sharkey, Howes & Javer
Colorado
$7.92M -$934K -49,230 -11%
HWA
207
Heritage Way Advisors
Illinois
$7.92M -$257K -13,554 -3%
CWA
208
Cornerstone Wealth Advisors
Minnesota
$7.89M -$829K -43,710 -10%
BSW
209
Buckingham Strategic Wealth
Missouri
$7.88M +$155K +8,166 +2%
ECM
210
Exchange Capital Management
Michigan
$7.85M -$385K -20,298 -5%
BPM
211
Bowling Portfolio Management
Ohio
$7.83M +$60.3K +3,180 +0.8%
AWM
212
AE Wealth Management
Kansas
$7.74M +$1.62M +85,140 +26%
HCM
213
Hengehold Capital Management
Ohio
$7.64M -$209K -11,034 -3%
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$7.54M – – –
MWM
215
MinichMacGregor Wealth Management
New York
$7.49M -$100K -5,274 -1%
TIM
216
Tortoise Investment Management
New York
$7.47M +$466K +24,552 +7%
AWM
217
Axxcess Wealth Management
California
$7.41M +$7.41M +390,606 New
SAF
218
Smith Anglin Financial
Texas
$7.37M -$373K -19,644 -5%
EW
219
Element Wealth
Mississippi
$7.37M +$2.87M +151,440 +64%
KM
220
Kalos Management
Georgia
$7.31M +$143K +7,596 +2%
BIA
221
Bigelow Investment Advisors
Maine
$7.13M -$27.9K -1,470 -0.4%
HG
222
Harbor Group
New Hampshire
$7.1M -$111K -5,844 -2%
PIMG
223
Patriot Investment Management Group
Tennessee
$7.1M +$61.3K +3,234 +0.9%
BAMG
224
Brand Asset Management Group
Missouri
$7.09M -$52.5K -2,766 -0.7%
OPWM
225
Oakwell Private Wealth Management
Texas
$7.07M -$22.9K -1,206 -0.3%
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