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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 %
OFG
276
Omega Financial Group
California
$4.95M -$104K -6,144 -2%
SPI
277
Santori & Peters Inc
Pennsylvania
$4.92M -$94.2K -5,583 -2%
WCFA
278
Walkner Condon Financial Advisors
Wisconsin
$4.89M +$1.03M +61,092 +27%
CHA
279
Carmichael Hill & Associates
Maryland
$4.86M +$517K +30,630 +12%
MAS
280
Madden Advisory Services
Florida
$4.86M +$235K +13,920 +5%
BIA
281
Bigelow Investment Advisors
Maine
$4.86M -$107K -6,345 -2%
HFS
282
Hantz Financial Services
Michigan
$4.79M -$126K -7,458 -3%
BC
283
Bartlett & Co
Ohio
$4.66M +$15.7K +930 +0.3%
BCWM
284
Bartlett & Co Wealth Management
Ohio
$4.66M +$15.7K +930 +0.3%
TSWM
285
Triangle Securities Wealth Management
North Carolina
$4.65M -$167K -9,882 -3%
HKIMG
286
Hutchens & Kramer Investment Management Group
Indiana
$4.62M +$92.1K +5,466 +2%
FC
287
Forte Capital
New York
$4.61M +$65.7K +3,894 +1%
BRWA
288
B. Riley Wealth Advisors
Florida
$4.55M +$180K +10,686 +4%
MML Investors Services
289
MML Investors Services
Massachusetts
$4.54M -$1.07M -63,270 -19%
BNP Paribas Financial Markets
290
BNP Paribas Financial Markets
France
$4.53M +$2.53M +150,057 +126%
KFC
291
Klingenstein Fields & Co
New York
$4.39M +$79.8K +4,734 +2%
RJA
292
Raymond James & Associates
Florida
$4.38M +$1.17M +69,543 +37%
AL
293
Aspiriant LLC
California
$4.34M +$36.2K +2,145 +0.8%
EWA
294
EP Wealth Advisors
California
$4.32M +$4M +237,294 +1,280%
CFMC
295
Curbstone Financial Management Corp
New Hampshire
$4.28M +$18.2K +1,080 +0.4%
SIS
296
Strategic Investment Solutions
Illinois
$4.27M +$4.2M +239,583 +6,205%
DSA
297
Droms Strauss Advisors
Missouri
$4.23M -$67.5K -3,999 -2%
SMA
298
Sage Mountain Advisors
Georgia
$4.19M +$14.9K +885 +0.4%
CWA
299
Carolina Wealth Advisors
South Carolina
$4.17M -$514K -30,468 -11%
PFM
300
Phillips Financial Management
Indiana
$4.15M -$12K -711 -0.3%
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