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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

835 hedge funds and large institutions have $17.6B invested in Schwab US Large- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 318 increasing their positions, 328 reducing their positions, and 38 closing their positions.

Holders
835
Holders Change
+27
Holders Change %
+3.34%
% of All Funds
14.7%
Holding in Top 10
146
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.58%
% of All Funds
2.57%
New
72
Increased
318
Reduced
328
Closed
38
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$22K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.84B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$285M
3
KOC
3
Koss-Olinger Consulting
Florida
$83.6M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$188M
5
AWS
5
AJ Wealth Strategies
New York
$197M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M
2
PFG
2
Piershale Financial Group
Illinois
$21.9M
3
RCIM
3
Red Cedar Investment Management
Michigan
$27.6M
4
SAF
4
Smith Anglin Financial
Texas
$7.35M
5
AssetMark Inc
5
AssetMark Inc
California
$79.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.84B 60,813,037 +3,015,393 +5%
Charles Schwab
2
Charles Schwab
California
$1.49B 15,481,310 +334,044 +2%
SEI Investments
3
SEI Investments
Pennsylvania
$1.35B 14,877,292 – –
UBS Group
4
UBS Group
Switzerland
$390M 4,057,220 +182,106 +5%
SFG
5
Sage Financial Group
Pennsylvania
$370M 3,857,139 -65,548 -2%
Creative Planning
6
Creative Planning
Kansas
$343M 3,573,440 -22,605 -0.6%
HSA
7
HBK Sorce Advisory
Pennsylvania
$317M 3,304,178 -19,861 -0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$285M 2,970,086 +1,081,072 +57%
CWM
9
Campbell Wealth Management
Virginia
$201M 2,096,736 +83,662 +4%
AWS
10
AJ Wealth Strategies
New York
$197M 2,051,422 +397,646 +24%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$188M 1,953,970 +628,196 +47%
Mariner
12
Mariner
Kansas
$187M 1,949,901 +13,588 +0.7%
QI
13
QS Investors
New York
$186M 1,938,141 -62,169 -3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$150M 1,521,153 +38,039 +3%
PCIA
15
Prime Capital Investment Advisors
Kansas
$148M 1,543,014 +45,829 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$127M 1,324,788 +37,198 +3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$124M 1,291,902 +72,537 +6%
BWA
18
BlueSky Wealth Advisors
North Carolina
$124M 1,237,924 +14,043 +1%
FMT
19
First Mercantile Trust
Tennessee
$104M 1,083,880 -50,009 -4%
MGIA
20
Moneta Group Investment Advisors
Missouri
$102M 1,060,512 +183,547 +21%
EWM
21
Evermay Wealth Management
Virginia
$100M 1,046,034 -9,960 -0.9%
AWM
22
Adams Wealth Management
Utah
$96.5M 1,004,397 +255,085 +34%
ISG
23
Investment Security Group
Colorado
$93.7M 976,018 -13,857 -1%
NMIFOAC
24
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$91.2M 950,000 -566,000 -37%
ML
25
McAdam LLC
Pennsylvania
$87.5M 911,091 +49,496 +6%
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