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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 %
BAMG
251
Brand Asset Management Group
Missouri
$6.27M -$262K -15,036 -4%
MHR
252
Matthew Hamilton Rosenberg
$6.23M -$3.2M -183,027 -34%
VCM
253
Vivaldi Capital Management
Illinois
$6.19M +$410K +23,496 +7%
KF
254
Krilogy Financial
Missouri
$6.15M -$92.2K -5,280 -1%
NIM
255
Nicollet Investment Management
Minnesota
$6.15M +$786 +45 +0%
BCP
256
Blackhawk Capital Partners
Wisconsin
$6.09M -$345K -19,791 -5%
GC
257
Grimes & Company
Massachusetts
$6.08M -$181K -10,356 -3%
PWM
258
Paulson Wealth Management
Illinois
$6.08M +$6.08M +348,018 New
OPWM
259
Oakwell Private Wealth Management
Texas
$6.07M -$8.8K -504 -0.1%
CP
260
Capital Planning
Washington
$6.04M +$1.63M +93,408 +37%
RTL
261
Red Tortoise LLC
Georgia
$6.03M +$1.17M +66,963 +24%
GIA
262
Gladstone Institutional Advisory
Florida
$5.95M +$5.12M +293,391 +619%
LFGO
263
Legacy Financial Group (Oklahoma)
Oklahoma
$5.93M -$195K -11,184 -3%
MA
264
MBA Advisors
Pennsylvania
$5.83M +$226K +12,942 +4%
MML Investors Services
265
MML Investors Services
Massachusetts
$5.8M -$379K -21,708 -6%
ECM
266
Exchange Capital Management
Michigan
$5.8M -$392K -22,470 -6%
ES
267
ETF Store
Kansas
$5.75M -$21.5K -1,200 -0.4%
FSWA
268
Financial Synergies Wealth Advisors
Texas
$5.71M -$28.4K -1,626 -0.5%
EW
269
Element Wealth
Mississippi
$5.71M -$11.5K -657 -0.2%
TRCT
270
Tower Research Capital (TRC)
New York
$5.69M +$1.96M +112,209 +52%
VT
271
Vise Technologies
New York
$5.69M +$449K +25,749 +9%
ICG
272
InterOcean Capital Group
Tennessee
$5.65M -$71.5K -4,095 -1%
EH
273
Equitable Holdings
New York
$5.63M -$1.91M -109,431 -25%
ATWA
274
Arbor Trust Wealth Advisors
Michigan
$5.61M -$119K -6,822 -2%
GG
275
Greenwood Gearhart
Arkansas
$5.6M -$5.18M -296,685 -48%
9 10
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