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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.

New
Increased
Maintained
Reduced
Closed
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
Wealth Enhancement Advisory Services
Minnesota
+$219M
2
Cerity Partners
Cerity Partners
New York
+$197M
3
Charles Schwab
Charles Schwab
California
+$84.9M
4
GBWM
Granite Bay Wealth Management
New Hampshire
+$56.1M
5
CSIA
Charles Schwab Investment Advisory
California
+$36.7M

Top Sellers

1
KOC
Koss-Olinger Consulting
Florida
-$165M
2
SEI Investments
SEI Investments
Pennsylvania
-$141M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.8M
4
YAL
Your Advocates Ltd
Texas
-$20.4M
5
LFG
Leverty Financial Group
Wisconsin
-$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
226
Lake Street Advisors Group
New Hampshire
$6.95M +$23.3K +1,383 +0.3%
PWM
227
Perigon Wealth Management
California
$6.82M -$967K -57,342 -12%
VCM
228
Vivaldi Capital Management
Illinois
$6.66M +$683K +40,485 +11%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$6.64M -$215K -12,729 -3%
BCM
230
Barden Capital Management
Texas
$6.64M +$1.61M +95,307 +32%
RG
231
Raine Group
New York
$6.63M – – –
AMM
232
American Money Management
California
$6.61M +$364K +21,570 +6%
PCWA
233
Pacific Capital Wealth Advisors
California
$6.56M -$32.9K -1,950 -0.5%
CFO
234
CVA Family Office
Colorado
$6.48M +$213K +12,627 +3%
LPT
235
Legacy Private Trust
Wisconsin
$6.47M -$269K -15,948 -4%
IWMA
236
Ironwood Wealth Management (Arizona)
Arizona
$6.38M -$1.7M -100,695 -21%
LF
237
Lee Financial
Texas
$6.36M +$35.8K +2,121 +0.6%
GIA
238
Gladstone Institutional Advisory
Florida
$6.32M +$571K +33,852 +10%
GSAM
239
Grant Street Asset Management
Pennsylvania
$6.29M -$205K -12,171 -3%
EH
240
Equitable Holdings
New York
$6.28M +$835K +49,524 +15%
TI
241
Truepoint Inc
Ohio
$6.21M -$195K -11,544 -3%
PAG
242
Private Advisor Group
New Jersey
$6.06M -$1.45M -86,109 -19%
EWP
243
Engrave Wealth Partners
Texas
$6.03M -$54.5K -3,231 -0.9%
KF
244
Krilogy Financial
Missouri
$6M +$56.1K +3,324 +0.9%
MA
245
MBA Advisors
Pennsylvania
$6M +$366K +21,672 +6%
NIM
246
Nicollet Investment Management
Minnesota
$5.94M -$354 -21 -0%
BAMG
247
Brand Asset Management Group
Missouri
$5.94M -$119K -7,071 -2%
PWM
248
Paulson Wealth Management
Illinois
$5.88M +$11.1K +657 +0.2%
RTL
249
Red Tortoise LLC
Georgia
$5.88M +$51.9K +3,075 +0.9%
OPWM
250
Oakwell Private Wealth Management
Texas
$5.87M +$557 +33 +0%
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