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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.

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
1
Mercer Global Advisors
Colorado
$513M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$619M
3
CSIA
3
Charles Schwab Investment Advisory
California
$7.57B
4
HighTower Advisors
4
HighTower Advisors
Illinois
$173M
5
Charles Schwab
5
Charles Schwab
California
$1.98B

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$488K
2
CST
2
Charles Schwab Trust
Nevada
$1.89M
3
BWA
3
BlueSky Wealth Advisors
North Carolina
$123M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$98.3M
5
WANY
5
Wealthspire Advisors (New York)
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$7.57B +$116M +6,140,760 +2%
Charles Schwab
2
Charles Schwab
California
$1.98B +$55.3M +2,913,900 +3%
SEI Investments
3
SEI Investments
Pennsylvania
$1.67B -$8.9M -469,170 -0.5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$619M +$148M +7,786,764 +31%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$513M +$151M +7,965,042 +42%
UBS Group
6
UBS Group
Switzerland
$485M -$16.9M -890,856 -3%
SFG
7
Sage Financial Group
Pennsylvania
$448M +$10M +528,834 +2%
Creative Planning
8
Creative Planning
Kansas
$414M +$8.89M +468,552 +2%
HSA
9
HBK Sorce Advisory
Pennsylvania
$392M -$123K -6,486 -0%
AWS
10
AJ Wealth Strategies
New York
$282M +$10.8M +570,372 +4%
CWM
11
Campbell Wealth Management
Virginia
$255M +$8.19M +431,514 +3%
Mariner
12
Mariner
Kansas
$222M +$217K +11,436 +0.1%
PCIA
13
Prime Capital Investment Advisors
Kansas
$190M +$4.32M +227,496 +2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$179M +$5.38M +302,874 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$173M +$113M +5,946,780 +187%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$168M +$7.25M +382,314 +5%
KOC
17
Koss-Olinger Consulting
Florida
$156M +$18M +950,832 +13%
MGIA
18
Moneta Group Investment Advisors
Missouri
$149M +$10.5M +552,216 +8%
AWM
19
Adams Wealth Management
Utah
$137M +$3.32M +174,912 +2%
ML
20
McAdam LLC
Pennsylvania
$134M +$8.32M +438,354 +7%
AssetMark Inc
21
AssetMark Inc
California
$131M +$6.19M +326,292 +5%
BWA
22
BlueSky Wealth Advisors
North Carolina
$123M -$30.6M -1,613,874 -20%
LPL Financial
23
LPL Financial
California
$120M +$13.8M +727,362 +13%
EWM
24
Evermay Wealth Management
Virginia
$115M -$1.5M -79,098 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$98.3M -$23.4M -1,234,572 -19%
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