SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,041 hedge funds and large institutions have $21.2B invested in Schwab US Large- Cap ETF in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 382 increasing their positions, 429 reducing their positions, and 61 closing their positions.

Holders
1,041
Holders Change
-27
Holders Change %
-2.53%
% of All Funds
16.6%
Holding in Top 10
159
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.64%
% of All Funds
2.54%
New
54
Increased
382
Reduced
429
Closed
61
Calls
$6.5M
Puts
$820K
Net Calls
+$5.68M
Net Calls Change
-$267K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$392M
2
Cerity Partners
2
Cerity Partners
New York
$231M
3
Charles Schwab
3
Charles Schwab
California
$2.31B
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$56.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$4.87B

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$1.22B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$368M
4
YAL
4
Your Advocates Ltd
Texas
$882K
5
LFG
5
Leverty Financial Group
Wisconsin
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.87B 96,278,687 +726,183 +0.8%
Charles Schwab
2
Charles Schwab
California
$2.31B 45,565,738 +1,677,942 +4%
Creative Planning
3
Creative Planning
Kansas
$1.46B 28,947,247 -114,755 -0.4%
SEI Investments
4
SEI Investments
Pennsylvania
$1.22B 24,065,385 -2,782,326 -10%
HSA
5
HBK Sorce Advisory
Pennsylvania
$441M 8,722,542 +67,782 +0.8%
SFG
6
Sage Financial Group
Pennsylvania
$411M 8,113,379 -164,979 -2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$392M 7,755,139 +4,326,652 +126%
UBS Group
8
UBS Group
Switzerland
$379M 7,486,096 -135,201 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$368M 7,274,219 -431,729 -6%
MGIA
10
Moneta Group Investment Advisors
Missouri
$366M 7,231,947 +205,013 +3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$275M 5,440,855 -311,944 -5%
Cerity Partners
12
Cerity Partners
New York
$231M 4,574,639 +3,902,784 +581%
CWM
13
Campbell Wealth Management
Virginia
$228M 4,509,439 -142,479 -3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$227M 4,480,699 +208,564 +5%
Mariner
15
Mariner
Kansas
$187M 3,688,509 +144,440 +4%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$184M 3,644,216 +55,022 +2%
HighTower Advisors
17
HighTower Advisors
Illinois
$181M 3,580,988 +316,679 +10%
WP
18
WealthSource Partners
California
$169M 3,345,078 -64,623 -2%
PCIA
19
Prime Capital Investment Advisors
Kansas
$155M 3,054,393 +96,477 +3%
JFG
20
JMG Financial Group
Illinois
$144M 2,844,087 -35,187 -1%
ML
21
McAdam LLC
Pennsylvania
$141M 2,777,362 +130,139 +5%
BPA
22
Beacon Pointe Advisors
California
$121M 2,395,039 +128,279 +6%
LPL Financial
23
LPL Financial
California
$113M 2,233,621 +44,716 +2%
CAM
24
Cresset Asset Management
Illinois
$106M 2,091,910 -73,839 -3%
BWA
25
BlueSky Wealth Advisors
North Carolina
$99.8M 1,973,276 +3,211 +0.2%
1
2 3 4 5