SCHX icon

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 %
CA
301
Cetera Advisors
Colorado
$4.12M +$3.26M +193,224 +380%
FLPIM
302
F.L. Putnam Investment Management
Massachusetts
$4.09M +$622K +36,906 +18%
BAM
303
Berkshire Asset Management
Pennsylvania
$4.06M -$32.6K -1,935 -0.8%
PFM
304
Peak Financial Management
Massachusetts
$4.02M -$10.3K -612 -0.3%
SHJ
305
Sharkey, Howes & Javer
Colorado
$4M -$856K -50,772 -18%
CW
306
Connectus Wealth
Ohio
$4M +$6.53K +387 +0.2%
BI
307
Berkeley Inc
Idaho
$3.98M +$137K +8,151 +4%
WCM
308
Wealthcare Capital Management
Virginia
$3.97M +$2.03M +120,567 +105%
PGFC
309
Peapack-Gladstone Financial Corp
New Jersey
$3.96M +$415K +24,609 +12%
Millennium Management
310
Millennium Management
New York
$3.94M +$1.85M +109,851 +89%
Kovitz Investment Group Partners
311
Kovitz Investment Group Partners
Illinois
$3.93M -$915K -54,270 -19%
LNC
312
Lincoln National Corp
Pennsylvania
$3.91M +$341K +20,220 +10%
WOC
313
West Oak Capital
California
$3.87M +$60.7K +3,600 +2%
B
314
Bailard
California
$3.85M -$56.7K -3,360 -1%
FA
315
Financial Advisors
Massachusetts
$3.85M -$3.39K -201 -0.1%
MA
316
Mutual Advisors
Nebraska
$3.85M +$645K +38,259 +20%
TWP
317
Tempus Wealth Planning
California
$3.82M +$22.6K +1,338 +0.6%
MCM
318
Mengis Capital Management
Oregon
$3.79M -$50.2K -2,979 -1%
PA
319
Parallel Advisors
California
$3.77M +$1.1M +65,028 +41%
CBFP
320
Cedar Brook Financial Partners
Ohio
$3.76M -$3.92M -232,275 -51%
SWA
321
SFMG Wealth Advisors
Texas
$3.7M -$25.8K -1,530 -0.7%
SAF
322
Smith Anglin Financial
Texas
$3.69M -$286K -16,959 -7%
EFS
323
Econ Financial Services
Pennsylvania
$3.63M +$3.63M +215,028 New
WAG
324
Winthrop Advisory Group
Massachusetts
$3.53M -$29.3K -1,737 -0.8%
JCM
325
Jacobi Capital Management
Pennsylvania
$3.51M -$463K -27,468 -12%
11 12
13
14 15