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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 %
PA
376
Parallel Advisors
California
$2.77M +$94.8K +5,430 +4%
PA
377
PFG Advisors
Arizona
$2.75M +$44.2K +2,532 +2%
BFM
378
Broadview Financial Management
Wisconsin
$2.74M -$112K -6,423 -4%
APSI
379
Asset Planning Services Inc
Louisiana
$2.72M +$193K +11,070 +8%
IFA
380
Index Fund Advisors
California
$2.66M +$14.1K +810 +0.5%
SEEDPG
381
S.E.E.D. Planning Group
New York
$2.66M -$498K -28,533 -16%
ZF
382
Zhang Financial
Michigan
$2.6M +$56.3K +3,222 +2%
KCM
383
Kathmere Capital Management
Pennsylvania
$2.6M -$14.6K -834 -0.6%
AFP
384
Ausdal Financial Partners
Iowa
$2.58M -$460K -26,379 -15%
GLR
385
Great Lakes Retirement
Ohio
$2.57M -$225K -12,867 -8%
MFWP
386
Mosaic Family Wealth Partners
Missouri
$2.57M -$107K -6,138 -4%
FCC
387
Flower City Capital
New York
$2.55M -$33.9K -1,944 -1%
GHA
388
GW Henssler & Associates
Georgia
$2.55M -$77.4K -4,434 -3%
OCM
389
One Capital Management
California
$2.54M +$206K +11,796 +9%
FTUS
390
Flow Traders U.S.
New York
$2.54M +$776K +44,448 +44%
BWM
391
BerganKDV Wealth Management
Minnesota
$2.54M -$24.5K -1,401 -1%
ZIM
392
Zacks Investment Management
Illinois
$2.5M -$440K -25,200 -15%
1WM
393
1900 Wealth Management
Texas
$2.49M +$134K +7,656 +6%
TPCW
394
TD Private Client Wealth
New York
$2.48M -$47.8K -2,739 -2%
VWA
395
VERITY Wealth Advisors
United States
$2.48M +$9.58K +549 +0.4%
VCM
396
Virtue Capital Management
Tennessee
$2.48M +$2.48M +141,792 New
FCI
397
Financial Counselors Inc
Kansas
$2.47M +$52.5K +3,006 +2%
CMBA
398
C.M. Bidwell & Associates
Hawaii
$2.44M -$9.32K -534 -0.4%
JCIA
399
Jackson Creek Investment Advisors
Colorado
$2.43M -$36.5K -2,091 -1%
SCM
400
Sebold Capital Management
Illinois
$2.43M -$139K -7,974 -5%
14 15
16
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