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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 %
Bank of Montreal
326
Bank of Montreal
Ontario, Canada
$3.51M +$57.9K +3,261 +2%
MTIC
327
Missouri Trust & Investment Company
Missouri
$3.5M +$65.7K +3,894 +2%
Goldman Sachs
328
Goldman Sachs
New York
$3.48M -$1.31M -77,544 -27%
WC
329
Waterloo Capital
Texas
$3.43M +$101 +6 +0%
GFP
330
Guardian Financial Partners
California
$3.41M +$3.41M +201,894 New
VCAM
331
Van Cleef Asset Management
Ohio
$3.39M -$20.2K -1,200 -0.6%
AWS
332
Atria Wealth Solutions
New York
$3.37M -$75.4K -4,473 -2%
CCM
333
Carlson Capital Management
Minnesota
$3.35M +$179K +10,635 +6%
HMS
334
Hanseatic Management Services
New Mexico
$3.32M -$68.8K -4,080 -2%
IAN
335
Integrated Advisors Network
Texas
$3.32M -$167K -9,906 -5%
WWM
336
Western Wealth Management
Colorado
$3.27M +$159K +9,432 +5%
Bank of New York Mellon
337
Bank of New York Mellon
New York
$3.25M -$713K -42,294 -18%
RF
338
RHS Financial
California
$3.18M +$166K +9,831 +5%
VPIM
339
Vanguard Personalized Indexing Management
California
$3.16M – – –
MWM
340
Merriman Wealth Management
Washington
$3.15M – – –
MCM
341
Mitchell Capital Management
Kansas
$3.14M -$501K -29,691 -14%
MWM
342
Meridian Wealth Management
Kentucky
$3.14M +$1.54M +91,503 +97%
PIA
343
Pinion Investment Advisors
Kansas
$3.14M -$361K -21,402 -10%
HT
344
Heritage Trust
Oklahoma
$3.14M – – –
MWM
345
Mission Wealth Management
California
$3.13M -$48.9K -2,901 -2%
AC
346
AlphaCore Capital
California
$3.13M +$6.27K +372 +0.2%
CG
347
Cynosure Group
Utah
$3.12M -$572K -33,942 -15%
VA
348
Valmark Advisers
Ohio
$3.09M -$78.5K -4,653 -2%
SIC
349
Sigma Investment Counselors
Michigan
$3.07M +$207K +12,288 +7%
BOSSRA
350
B.O.S.S. Retirement Advisors
Utah
$3.07M -$1.4M -82,713 -31%
12 13
14
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