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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+32
Holders Change %
+3.09%
% of All Funds
16.84%
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
Diversified
Delaware
+$65.5M
2
FEG
Fund Evaluation Group
Ohio
+$53.6M
3
MWM
Modera Wealth Management
New Jersey
+$35.8M
4
CSIA
Charles Schwab Investment Advisory
California
+$33.7M
5
TC
TownSquare Capital
Utah
+$23.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$508M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
3
SEI Investments
SEI Investments
Pennsylvania
-$160M
4
Osaic Holdings
Osaic Holdings
Arizona
-$65.3M
5
SFMG
Sage Financial Management Group
Virginia
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
226
Ethos Financial Group
Pennsylvania
$7.84M – – –
PFC
227
Phocas Financial Corp
California
$7.75M -$3.72K -213 -0%
SFWC
228
Strategic Family Wealth Counselors
New Jersey
$7.63M -$23.7K -1,356 -0.3%
RFA
229
RTD Financial Advisors
Pennsylvania
$7.58M +$16.1K +924 +0.2%
SWM
230
Shelton Wealth Management
Texas
$7.49M -$1.13M -64,767 -13%
SPC
231
Sigma Planning Corp
Michigan
$7.47M +$181K +10,389 +2%
CAN
232
Cetera Advisor Networks
California
$7.43M -$194K -11,115 -3%
TFA
233
Transamerica Financial Advisors
Florida
$7.36M +$1.51M +86,625 +26%
PIMG
234
Patriot Investment Management Group
Tennessee
$7.32M +$76.4K +4,377 +1%
LSAG
235
Lake Street Advisors Group
New Hampshire
$7.17M -$72.1K -4,128 -1%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$7.1M +$5.5M +315,261 +345%
LPT
237
Legacy Private Trust
Wisconsin
$6.98M -$215K -12,309 -3%
RG
238
Raine Group
New York
$6.86M +$25.3K +1,449 +0.4%
PCWA
239
Pacific Capital Wealth Advisors
California
$6.83M -$364K -20,877 -5%
GSAM
240
Grant Street Asset Management
Pennsylvania
$6.72M -$216K -12,378 -3%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$6.7M +$4.74M +271,569 +242%
TI
242
Truepoint Inc
Ohio
$6.63M -$469K -26,895 -7%
CWA
243
Consilium Wealth Advisory
Texas
$6.62M -$424K -24,315 -6%
LF
244
Lee Financial
Texas
$6.54M +$172K +9,852 +3%
CFO
245
CVA Family Office
Colorado
$6.49M -$233K -13,362 -3%
AMM
246
American Money Management
California
$6.47M -$2.62K -150 -0%
PA
247
Procyon Advisors
Connecticut
$6.42M -$29.3K -1,680 -0.5%
CWA
248
Cornerstone Wealth Advisors
Minnesota
$6.31M -$880K -50,391 -12%
EWP
249
Engrave Wealth Partners
Texas
$6.3M -$76.2K -4,365 -1%
GCA
250
Gradient Capital Advisors
California
$6.29M -$27.7K -1,587 -0.4%
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