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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 %
MCM
326
Mitchell Capital Management
Kansas
$3.77M -$403K -23,091 -10%
LNC
327
Lincoln National Corp
Pennsylvania
$3.69M +$1.86M +106,455 +101%
WAG
328
Winthrop Advisory Group
Massachusetts
$3.68M -$97.6K -5,592 -3%
PGFC
329
Peapack-Gladstone Financial Corp
New Jersey
$3.66M +$80.5K +4,611 +2%
PIA
330
Pinion Investment Advisors
Kansas
$3.63M -$143K -8,208 -4%
IAN
331
Integrated Advisors Network
Texas
$3.6M -$31.3K -1,791 -0.9%
FLPIM
332
F.L. Putnam Investment Management
Massachusetts
$3.59M +$247K +14,142 +7%
AWS
333
Atria Wealth Solutions
New York
$3.57M -$576K -33,003 -14%
MTIC
334
Missouri Trust & Investment Company
Missouri
$3.55M -$6.81K -390 -0.2%
WC
335
Waterloo Capital
Texas
$3.55M +$184K +10,569 +5%
VCAM
336
Van Cleef Asset Management
Ohio
$3.53M +$101K +5,790 +3%
HMS
337
Hanseatic Management Services
New Mexico
$3.5M +$3.5M +200,697 New
RCA
338
Reitz Capital Advisors
Michigan
$3.41M +$3.17M +181,443 +1,329%
Bank of Montreal
339
Bank of Montreal
Ontario, Canada
$3.4M -$362K -20,706 -10%
NCM
340
Next Capital Management
New York
$3.38M -$28.5K -1,632 -0.8%
RJA
341
Raymond James & Associates
Florida
$3.32M +$98.9K +5,667 +3%
MA
342
Mutual Advisors
Nebraska
$3.31M +$2.49M +142,854 +305%
AAS
343
Avantax Advisory Services
Texas
$3.29M -$419 -24 -0%
MWM
344
Mission Wealth Management
California
$3.29M -$160K -9,141 -5%
KM
345
Kalos Management
Georgia
$3.29M -$224K -12,804 -6%
CCM
346
Carlson Capital Management
Minnesota
$3.28M +$3.09K +177 +0.1%
VA
347
Valmark Advisers
Ohio
$3.28M +$351K +20,118 +12%
VPIM
348
Vanguard Personalized Indexing Management
California
$3.27M – – –
MWM
349
Merriman Wealth Management
Washington
$3.26M -$156K -8,910 -5%
HT
350
Heritage Trust
Oklahoma
$3.25M +$3.25M +186,000 New
12 13
14
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