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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 %
GCA
251
Gradient Capital Advisors
California
$5.84M -$232K -13,773 -4%
GC
252
Grimes & Company
Massachusetts
$5.81M -$65.3K -3,873 -1%
ICG
253
InterOcean Capital Group
Tennessee
$5.71M +$252K +14,922 +5%
CWA
254
Consilium Wealth Advisory
Texas
$5.71M -$688K -40,794 -11%
CWA
255
Cornerstone Wealth Advisors
Minnesota
$5.65M -$454K -26,943 -7%
GG
256
Greenwood Gearhart
Arkansas
$5.52M +$117K +6,915 +2%
CP
257
Capital Planning
Washington
$5.5M -$334K -19,782 -6%
EW
258
Element Wealth
Mississippi
$5.49M -$28.1K -1,668 -0.5%
ES
259
ETF Store
Kansas
$5.46M +$26.2K +1,545 +0.5%
ECM
260
Exchange Capital Management
Michigan
$5.44M -$161K -9,555 -3%
USCWA
261
U.S. Capital Wealth Advisors
Texas
$5.41M +$1.21M +71,775 +29%
LFGO
262
Legacy Financial Group (Oklahoma)
Oklahoma
$5.4M -$327K -19,404 -6%
FSWA
263
Financial Synergies Wealth Advisors
Texas
$5.39M -$130K -7,683 -2%
HG
264
Harbor Group
New Hampshire
$5.3M +$17.9K +1,062 +0.3%
MWM
265
MinichMacGregor Wealth Management
New York
$5.25M -$96.3K -5,709 -2%
PA
266
Procyon Advisors
Connecticut
$5.23M -$977K -57,942 -16%
CWM
267
Circle Wealth Management
New Jersey
$5.16M +$14.9K +885 +0.3%
ACM
268
Arcataur Capital Management
Wisconsin
$5.14M +$20.2K +1,200 +0.4%
MW
269
MBL Wealth
North Carolina
$5.12M -$103K -6,108 -2%
AWM
270
Axxcess Wealth Management
California
$5.11M -$269K -15,924 -5%
Toronto Dominion Bank
271
Toronto Dominion Bank
Ontario, Canada
$5.06M -$2.53M -150,000 -33%
ATWA
272
Arbor Trust Wealth Advisors
Michigan
$5.06M -$366K -21,690 -7%
VT
273
Vise Technologies
New York
$5.04M -$454K -26,919 -8%
MHR
274
Matthew Hamilton Rosenberg
$4.99M -$1.02M -60,666 -17%
SPA
275
Sentinel Pension Advisors
Massachusetts
$4.98M +$106K +6,297 +2%
9 10
11
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