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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 %
AA
351
Alesco Advisors
New York
$3.25M -$98.2K -5,628 -3%
SPFA
352
Summit Place Financial Advisors
New Jersey
$3.24M +$47.1K +2,700 +1%
AC
353
AlphaCore Capital
California
$3.23M +$36.1K +2,070 +1%
ECG
354
Edge Capital Group
Georgia
$3.23M +$65.5K +3,750 +2%
WWM
355
Western Wealth Management
Colorado
$3.22M -$115K -6,576 -3%
BFA
356
Beaumont Financial Advisors
Massachusetts
$3.15M -$88.3K -5,061 -3%
AI
357
Atria Investments
North Carolina
$3.15M -$1.07M -61,212 -25%
JPMPWA
358
J.P. Morgan Private Wealth Advisors
California
$3.15M -$8.15M -467,148 -72%
RF
359
RHS Financial
California
$3.12M +$43K +2,466 +1%
Financial Engines Advisors
360
Financial Engines Advisors
California
$3.12M -$65.4K -3,744 -2%
SFS
361
Summit Financial Strategies
Ohio
$3.12M -$179K -10,263 -5%
Lido Advisors
362
Lido Advisors
California
$3.08M -$3.75M -215,091 -55%
GW
363
GW & Wade
Massachusetts
$3.05M +$26.6K +1,521 +0.9%
OMC
364
Old Mission Capital
Illinois
$3.04M +$3.04M +174,021 New
IP
365
Ignite Planners
California
$3.04M +$34.7K +2,007 +1%
CWM
366
Cabot Wealth Management
Massachusetts
$3.01M -$92.2K -5,280 -3%
RWP
367
RWA Wealth Partners
Massachusetts
$2.97M +$2.97M +170,079 New
SIC
368
Sigma Investment Counselors
Michigan
$2.97M +$22.2K +1,269 +0.8%
AMG
369
Asset Management Group
Connecticut
$2.95M +$10.9K +627 +0.4%
SHGA
370
Sand Hill Global Advisors
California
$2.93M – – –
AWM
371
Avior Wealth Management
Nebraska
$2.89M +$247K +14,151 +9%
PNC Financial Services Group
372
PNC Financial Services Group
Pennsylvania
$2.85M +$2.3K +132 +0.1%
BJL
373
Brighton Jones LLC
Washington
$2.84M +$63.6K +3,645 +2%
Jane Street
374
Jane Street
New York
$2.8M +$327K +18,720 +13%
KAS
375
Kestra Advisory Services
Texas
$2.77M +$75K +4,299 +3%
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