SCHX icon

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.

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
1
Charles Schwab Investment Advisory
California
$6.81B
2
Franklin Resources
2
Franklin Resources
California
$187M
3
Charles Schwab
3
Charles Schwab
California
$1.76B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$331M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$431M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$12.1M
2
SFA
2
Sequoia Financial Advisors
Ohio
$28.3M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$39.3M
4
SFMG
4
Sage Financial Management Group
Virginia
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$6.81B 65,451,812 +2,013,156 +3%
Charles Schwab
2
Charles Schwab
California
$1.76B 16,871,139 +635,236 +4%
SEI Investments
3
SEI Investments
Pennsylvania
$1.54B 14,790,303 -58,965 -0.4%
UBS Group
4
UBS Group
Switzerland
$458M 4,405,194 +114,746 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$431M 4,138,440 +573,330 +16%
SFG
6
Sage Financial Group
Pennsylvania
$400M 3,847,336 -8,510 -0.2%
Creative Planning
7
Creative Planning
Kansas
$371M 3,562,384 +79,620 +2%
HSA
8
HBK Sorce Advisory
Pennsylvania
$358M 3,443,352 +68,098 +2%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$331M 3,182,810 +590,829 +23%
AWS
10
AJ Wealth Strategies
New York
$248M 2,385,805 +146,936 +7%
CWM
11
Campbell Wealth Management
Virginia
$226M 2,168,753 +17,014 +0.8%
Mariner
12
Mariner
Kansas
$203M 1,952,812 +22,975 +1%
Franklin Resources
13
Franklin Resources
California
$187M 1,793,705 +1,789,415 +41,711%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$180M 1,625,811 +30,903 +2%
PCIA
15
Prime Capital Investment Advisors
Kansas
$170M 1,633,287 +10,688 +0.7%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$147M 1,413,665 +37,684 +3%
BWA
17
BlueSky Wealth Advisors
North Carolina
$140M 1,348,449 +9,980 +0.7%
MGIA
18
Moneta Group Investment Advisors
Missouri
$127M 1,218,850 +100,075 +9%
KOC
19
Koss-Olinger Consulting
Florida
$126M 1,209,635 -33,640 -3%
AWM
20
Adams Wealth Management
Utah
$122M 1,170,184 +154,414 +15%
ML
21
McAdam LLC
Pennsylvania
$115M 1,101,299 +47,331 +4%
AssetMark Inc
22
AssetMark Inc
California
$114M 1,096,099 +213,998 +24%
Osaic Holdings
23
Osaic Holdings
Arizona
$111M 1,069,579 -132,930 -11%
EWM
24
Evermay Wealth Management
Virginia
$107M 1,025,413 -12,541 -1%
ISG
25
Investment Security Group
Colorado
$100M 965,688 -5,936 -0.6%
1
2 3 4 5