SCHX icon

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 %
AWM
276
Axxcess Wealth Management
California
$5.57M +$129K +7,398 +2%
MWM
277
MinichMacGregor Wealth Management
New York
$5.54M +$1.71M +98,118 +45%
HG
278
Harbor Group
New Hampshire
$5.46M -$23.6K -1,350 -0.4%
MW
279
MBL Wealth
North Carolina
$5.4M -$68.1K -3,900 -1%
CWM
280
Circle Wealth Management
New Jersey
$5.32M +$15K +858 +0.3%
ACM
281
Arcataur Capital Management
Wisconsin
$5.3M +$5.3M +303,360 New
OFG
282
Omega Financial Group
California
$5.23M +$35.2K +2,019 +0.7%
BCM
283
Barden Capital Management
Texas
$5.21M -$1.88M -107,826 -27%
SPI
284
Santori & Peters Inc
Pennsylvania
$5.19M -$228K -13,038 -4%
BIA
285
Bigelow Investment Advisors
Maine
$5.14M -$139K -7,944 -3%
HFS
286
Hantz Financial Services
Michigan
$5.09M -$143K -8,175 -3%
SPA
287
Sentinel Pension Advisors
Massachusetts
$5.05M +$55.6K +3,183 +1%
SHJ
288
Sharkey, Howes & Javer
Colorado
$5.03M -$387K -22,164 -7%
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$5.02M -$519K -29,733 -9%
TSWM
290
Triangle Securities Wealth Management
North Carolina
$4.98M -$133K -7,596 -3%
Goldman Sachs
291
Goldman Sachs
New York
$4.96M +$3.03M +173,580 +157%
AWM
292
Apollon Wealth Management
South Carolina
$4.93M -$585K -33,519 -11%
CWA
293
Carolina Wealth Advisors
South Carolina
$4.85M +$44K +2,523 +0.9%
BC
294
Bartlett & Co
Ohio
$4.8M +$260K +14,871 +6%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$4.8M +$260K +14,871 +6%
MAS
296
Madden Advisory Services
Florida
$4.79M -$24.3K -1,392 -0.5%
FC
297
Forte Capital
New York
$4.7M +$254K +14,571 +6%
HKIMG
298
Hutchens & Kramer Investment Management Group
Indiana
$4.69M -$202K -11,562 -4%
SAM
299
Sawgrass Asset Management
Florida
$4.65M +$29.8K +1,707 +0.6%
BOSSRA
300
B.O.S.S. Retirement Advisors
Utah
$4.62M +$84.8K +4,857 +2%
10 11
12
13 14