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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,068 hedge funds and large institutions have $21.8B invested in Schwab US Large- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 373 increasing their positions, 448 reducing their positions, and 40 closing their positions.

Holders
1,068
Holders Change
+32
Holders Change %
+3.09%
% of All Funds
16.85%
Holding in Top 10
165
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.6%
New
80
Increased
373
Reduced
448
Closed
40
Calls
$7.14M
Puts
$1.2M
Net Calls
+$5.94M
Net Calls Change
+$2.82M

Top Buyers

1
D
1
Diversified
Delaware
$87.2M
2
FEG
2
Fund Evaluation Group
Ohio
$53.6M
3
MWM
3
Modera Wealth Management
New Jersey
$35.8M
4
CSIA
4
Charles Schwab Investment Advisory
California
$5B
5
TC
5
TownSquare Capital
Utah
$24.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$301M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$404M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.41B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.6M
5
SFMG
5
Sage Financial Management Group
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5B 95,552,504 +644,122 +0.7%
Charles Schwab
2
Charles Schwab
California
$2.3B 43,887,796 -106,622 -0.2%
Creative Planning
3
Creative Planning
Kansas
$1.52B 29,062,002 -384,922 -1%
SEI Investments
4
SEI Investments
Pennsylvania
$1.41B 26,847,711 -3,050,480 -10%
HSA
5
HBK Sorce Advisory
Pennsylvania
$453M 8,654,760 -231,160 -3%
SFG
6
Sage Financial Group
Pennsylvania
$434M 8,278,358 +33,489 +0.4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$404M 7,705,948 -9,634,333 -56%
UBS Group
8
UBS Group
Switzerland
$399M 7,621,297 -218,266 -3%
MGIA
9
Moneta Group Investment Advisors
Missouri
$368M 7,026,934 +444,018 +7%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$301M 5,752,799 -9,690,984 -63%
CWM
11
Campbell Wealth Management
Virginia
$244M 4,651,918 +116,900 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$224M 4,272,135 +135,459 +3%
AWS
13
AJ Wealth Strategies
New York
$199M 3,792,444 +263,647 +7%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$188M 3,589,194 -80,791 -2%
Mariner
15
Mariner
Kansas
$186M 3,544,069 -299,698 -8%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$180M 3,428,487 -129,834 -4%
WP
17
WealthSource Partners
California
$179M 3,409,701 -63,204 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$171M 3,264,309 +49,908 +2%
KOC
19
Koss-Olinger Consulting
Florida
$165M 3,152,536 +74,901 +2%
PCIA
20
Prime Capital Investment Advisors
Kansas
$155M 2,957,916 +146,717 +5%
JFG
21
JMG Financial Group
Illinois
$151M 2,879,274 -27,762 -1%
ML
22
McAdam LLC
Pennsylvania
$139M 2,647,223 +93,451 +4%
BPA
23
Beacon Pointe Advisors
California
$119M 2,266,760 -169,666 -7%
LPL Financial
24
LPL Financial
California
$115M 2,188,905 +34,660 +2%
CAM
25
Cresset Asset Management
Illinois
$113M 2,165,749 +299,286 +16%
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