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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

871 hedge funds and large institutions have $19.8B invested in Schwab US Large- Cap ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 337 increasing their positions, 323 reducing their positions, and 26 closing their positions.

Holders
871
Holders Change
+36
Holders Change %
+4.31%
% of All Funds
15.21%
Holding in Top 10
145
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
2.53%
New
73
Increased
337
Reduced
323
Closed
26
Calls
$2.7M
Puts
$426K
Net Calls
+$2.28M
Net Calls Change
+$511K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.6B
2
Charles Schwab
2
Charles Schwab
California
$1.69B
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$269M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$371M
5
KOC
5
Koss-Olinger Consulting
Florida
$129M

Top Sellers

1
GSAM
1
Grant Street Asset Management
Pennsylvania
$857K
2
BHB
2
Bank Hapoalim BM
Israel
$10.4M
3
FMP
3
Financial Management Professionals
Texas
$11.5M
4
RCIM
4
Red Cedar Investment Management
Michigan
$16.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$6.6B 63,438,656 +2,625,619 +4%
Charles Schwab
2
Charles Schwab
California
$1.69B 16,235,903 +754,593 +5%
SEI Investments
3
SEI Investments
Pennsylvania
$1.54B 14,849,268 -28,024 -0.2%
UBS Group
4
UBS Group
Switzerland
$446M 4,290,448 +233,228 +6%
SFG
5
Sage Financial Group
Pennsylvania
$401M 3,855,846 -1,293 -0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$371M 3,565,110 +595,024 +20%
Creative Planning
7
Creative Planning
Kansas
$362M 3,482,764 -90,676 -3%
HSA
8
HBK Sorce Advisory
Pennsylvania
$351M 3,375,254 +71,076 +2%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$269M 2,591,981 +638,011 +33%
AWS
10
AJ Wealth Strategies
New York
$233M 2,238,869 +187,447 +9%
CWM
11
Campbell Wealth Management
Virginia
$224M 2,151,739 +55,003 +3%
Mariner
12
Mariner
Kansas
$201M 1,929,837 -20,064 -1%
QI
13
QS Investors
New York
$193M 1,852,093 -86,048 -4%
PCIA
14
Prime Capital Investment Advisors
Kansas
$169M 1,622,599 +79,585 +5%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$168M 1,594,908 +73,755 +5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$143M 1,375,981 +84,079 +7%
BWA
17
BlueSky Wealth Advisors
North Carolina
$141M 1,338,469 +100,545 +8%
KOC
18
Koss-Olinger Consulting
Florida
$129M 1,243,275 +372,593 +43%
Osaic Holdings
19
Osaic Holdings
Arizona
$125M 1,202,509 -122,279 -9%
MGIA
20
Moneta Group Investment Advisors
Missouri
$116M 1,118,775 +58,263 +5%
ML
21
McAdam LLC
Pennsylvania
$113M 1,053,968 +142,877 +16%
EWM
22
Evermay Wealth Management
Virginia
$108M 1,037,954 -8,080 -0.8%
AWM
23
Adams Wealth Management
Utah
$106M 1,015,770 +11,373 +1%
FMT
24
First Mercantile Trust
Tennessee
$101M 973,776 -110,104 -10%
ISG
25
Investment Security Group
Colorado
$101M 971,624 -4,394 -0.5%
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