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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,161 hedge funds and large institutions have $24.7B invested in Schwab US Large- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 404 increasing their positions, 414 reducing their positions, and 45 closing their positions.

Holders
1,161
Holders Change
+120
Holders Change %
+11.53%
% of All Funds
17.02%
Holding in Top 10
195
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+22.64%
% of All Funds
2.86%
New
178
Increased
404
Reduced
414
Closed
45
Calls
$2.18M
Puts
$564K
Net Calls
+$1.62M
Net Calls Change
-$4.06M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$299M
2
KOC
2
Koss-Olinger Consulting
Florida
$172M
3
Charles Schwab
3
Charles Schwab
California
$2.72B
4
Morgan Stanley
4
Morgan Stanley
New York
$194M
5
Goldman Sachs
5
Goldman Sachs
New York
$92.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$363M
2
AWM
2
Adams Wealth Management
Utah
$49.8M
3
FMP
3
Financial Management Professionals
Texas
$20.9M
4
IAS
4
IMA Advisory Services
Colorado
$0
5
CF
5
Cantor Fitzgerald
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.45B 96,674,149 +395,462 +0.4%
Charles Schwab
2
Charles Schwab
California
$2.72B 48,144,743 +2,579,005 +6%
Creative Planning
3
Creative Planning
Kansas
$1.63B 28,835,909 -111,338 -0.4%
SEI Investments
4
SEI Investments
Pennsylvania
$1.34B 23,818,906 -246,479 -1%
HSA
5
HBK Sorce Advisory
Pennsylvania
$580M 10,281,650 +1,559,108 +18%
SFG
6
Sage Financial Group
Pennsylvania
$456M 8,082,210 -31,169 -0.4%
MGIA
7
Moneta Group Investment Advisors
Missouri
$426M 7,561,281 +329,334 +5%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$424M 7,511,558 -243,581 -3%
UBS Group
9
UBS Group
Switzerland
$400M 7,090,531 -395,565 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$363M 6,439,249 -834,970 -11%
Cerity Partners
11
Cerity Partners
New York
$299M 28,300,987 +23,726,348 +519%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$283M 5,023,364 -417,491 -8%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$266M 4,711,884 +231,185 +5%
CWM
14
Campbell Wealth Management
Virginia
$259M 4,584,708 +75,269 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$208M 3,683,454 +102,466 +3%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$206M 3,655,562 +11,346 +0.3%
Mariner
17
Mariner
Kansas
$205M 3,629,236 -59,273 -2%
Morgan Stanley
18
Morgan Stanley
New York
$194M 3,439,960 +1,831,284 +114%
WP
19
WealthSource Partners
California
$179M 3,172,750 -172,328 -5%
PCIA
20
Prime Capital Investment Advisors
Kansas
$176M 3,127,714 +73,321 +2%
KOC
21
Koss-Olinger Consulting
Florida
$172M 3,054,918 +3,054,918 New
JFG
22
JMG Financial Group
Illinois
$163M 2,896,125 +52,038 +2%
ML
23
McAdam LLC
Pennsylvania
$163M 2,884,030 +106,668 +4%
BPA
24
Beacon Pointe Advisors
California
$132M 2,331,774 -63,265 -3%
LPL Financial
25
LPL Financial
California
$124M 2,192,047 -41,574 -2%
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