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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 %
SPFA
351
Summit Place Financial Advisors
New Jersey
$3.07M -$66.3K -3,933 -2%
AA
352
Alesco Advisors
New York
$3.06M -$71.4K -4,236 -2%
Financial Engines Advisors
353
Financial Engines Advisors
California
$3.05M +$34.3K +2,034 +1%
AAS
354
Avantax Advisory Services
Texas
$3.03M -$150K -8,916 -5%
BFA
355
Beaumont Financial Advisors
Massachusetts
$3.01M -$31.8K -1,887 -1%
AI
356
Atria Investments
North Carolina
$3.01M -$29.5K -1,749 -1%
IP
357
Ignite Planners
California
$3.01M +$70.3K +4,200 +2%
SFS
358
Summit Financial Strategies
Ohio
$3M -$6.43K -381 -0.2%
GW
359
GW & Wade
Massachusetts
$2.96M +$16.7K +987 +0.6%
VST
360
Van Strum & Towne
California
$2.9M +$657K +38,973 +29%
CWM
361
Cabot Wealth Management
Massachusetts
$2.9M -$8.25K -489 -0.3%
AMG
362
Asset Management Group
Connecticut
$2.87M +$10.8K +642 +0.4%
SHGA
363
Sand Hill Global Advisors
California
$2.83M – – –
ASN
364
Advisory Services Network
Georgia
$2.8M +$766K +45,423 +38%
KAS
365
Kestra Advisory Services
Texas
$2.79M +$112K +6,636 +4%
RWP
366
RWA Wealth Partners
Massachusetts
$2.78M -$90.4K -5,358 -3%
BJL
367
Brighton Jones LLC
Washington
$2.75M -$1.01K -60 -0%
APSI
368
Asset Planning Services Inc
Louisiana
$2.75M +$115K +6,810 +4%
AWM
369
Avior Wealth Management
Nebraska
$2.74M -$56.4K -3,342 -2%
ECG
370
Edge Capital Group
Georgia
$2.71M -$414K -24,534 -13%
SWM
371
SigFig Wealth Management
California
$2.7M +$208K +12,123 +8%
PNC Financial Services Group
372
PNC Financial Services Group
Pennsylvania
$2.63M -$120K -7,128 -4%
NCM
373
Next Capital Management
New York
$2.62M -$648K -38,448 -20%
BFM
374
Broadview Financial Management
Wisconsin
$2.61M -$30.3K -1,794 -1%
AFP
375
Ausdal Financial Partners
Iowa
$2.6M +$106K +6,294 +4%
13 14
15
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