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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 %
EWA
301
EP Wealth Advisors
California
$4.55M -$16M -65,175 -78%
BRWA
302
B. Riley Wealth Advisors
Florida
$4.53M -$129K -7,362 -3%
CHA
303
Carmichael Hill & Associates
Maryland
$4.5M -$10K -573 -0.2%
AL
304
Aspiriant LLC
California
$4.46M -$151K -8,631 -3%
KFC
305
Klingenstein Fields & Co
New York
$4.46M -$53.5K -3,066 -1%
DSA
306
Droms Strauss Advisors
Missouri
$4.44M +$189K +10,827 +4%
CFMC
307
Curbstone Financial Management Corp
New Hampshire
$4.41M +$280K +16,050 +7%
USCWA
308
U.S. Capital Wealth Advisors
Texas
$4.34M +$207K +11,886 +5%
SMA
309
Sage Mountain Advisors
Georgia
$4.32M +$276K +15,834 +7%
PFM
310
Phillips Financial Management
Indiana
$4.31M -$133K -7,644 -3%
BAM
311
Berkshire Asset Management
Pennsylvania
$4.23M +$117K +6,681 +3%
PFM
312
Peak Financial Management
Massachusetts
$4.18M -$86.2K -4,938 -2%
CW
313
Connectus Wealth
Ohio
$4.13M -$51.8K -2,970 -1%
SAF
314
Smith Anglin Financial
Texas
$4.12M +$1.41M +80,997 +52%
JCM
315
Jacobi Capital Management
Pennsylvania
$4.11M -$86.8K -4,974 -2%
Bank of New York Mellon
316
Bank of New York Mellon
New York
$4.1M +$86.9K +4,980 +2%
B
317
Bailard
California
$4.04M +$156K +8,946 +4%
WCFA
318
Walkner Condon Financial Advisors
Wisconsin
$3.99M +$344K +19,710 +9%
FA
319
Financial Advisors
Massachusetts
$3.99M +$4.77K +273 +0.1%
BI
320
Berkeley Inc
Idaho
$3.98M +$70.3K +4,026 +2%
MCM
321
Mengis Capital Management
Oregon
$3.97M -$36.7K -2,103 -0.9%
WOC
322
West Oak Capital
California
$3.94M +$300K +17,163 +8%
TWP
323
Tempus Wealth Planning
California
$3.93M +$284K +16,248 +8%
SWA
324
SFMG Wealth Advisors
Texas
$3.86M -$87.4K -5,004 -2%
CG
325
Cynosure Group
Utah
$3.82M +$3.82M +219,081 New
11 12
13
14 15