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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 %
PA
376
PFG Advisors
Arizona
$2.57M -$86.1K -5,106 -3%
ECML
377
Eagle Capital Management (Louisiana)
Louisiana
$2.53M +$490K +29,061 +24%
ZF
378
Zhang Financial
Michigan
$2.52M +$1.83K +108 +0.1%
PWS
379
Precision Wealth Strategies
Missouri
$2.5M +$2.5M +148,482 New
MFWP
380
Mosaic Family Wealth Partners
Missouri
$2.48M – – –
VCM
381
Virtue Capital Management
Tennessee
$2.48M – – –
OCM
382
One Capital Management
California
$2.47M +$13.1K +777 +0.5%
FCC
383
Flower City Capital
New York
$2.45M -$14.4K -855 -0.6%
KCM
384
Kathmere Capital Management
Pennsylvania
$2.45M -$56K -3,318 -2%
BFPW
385
BOK Financial Private Wealth
Colorado
$2.43M +$245K +14,511 +11%
CMBA
386
C.M. Bidwell & Associates
Hawaii
$2.42M +$63.8K +3,783 +3%
FA
387
Fagan Associates
New York
$2.41M +$98.3K +5,826 +4%
CCM
388
Condor Capital Management
New Jersey
$2.39M +$374K +22,197 +19%
DWM
389
Dakota Wealth Management
Florida
$2.39M +$286K +16,959 +14%
1WM
390
1900 Wealth Management
Texas
$2.38M -$19.6K -1,161 -0.8%
GHA
391
GW Henssler & Associates
Georgia
$2.37M -$99.1K -5,874 -4%
VFA
392
Valeo Financial Advisors
Indiana
$2.35M +$83.9K +4,977 +4%
JCIA
393
Jackson Creek Investment Advisors
Colorado
$2.32M -$29.2K -1,734 -1%
JPMPWA
394
J.P. Morgan Private Wealth Advisors
California
$2.32M -$719K -42,651 -24%
AC
395
Abbrea Capital
California
$2.29M +$13.7K +813 +0.6%
VWA
396
VERITY Wealth Advisors
United States
$2.29M -$106K -6,288 -4%
TPA
397
Trivium Point Advisory
Connecticut
$2.26M +$56.2K +3,384 +3%
CWM
398
CCG Wealth Management
California
$2.26M +$860 +51 +0%
VAF
399
Values Added Financial
District of Columbia
$2.25M +$71.1K +4,215 +3%
RC
400
Roundview Capital
New Jersey
$2.24M +$34.3K +2,034 +2%
14 15
16
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