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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 %
MCM
401
Mainstay Capital Management
Michigan
$2.43M -$91.2K -5,223 -4%
FA
402
Fagan Associates
New York
$2.4M +$88K +5,040 +4%
AC
403
Abbrea Capital
California
$2.36M -$27K -1,545 -1%
VFA
404
Valeo Financial Advisors
Indiana
$2.35M +$108K +6,174 +5%
CWM
405
CCG Wealth Management
California
$2.34M -$4.5K -258 -0.2%
VST
406
Van Strum & Towne
California
$2.33M +$461K +26,406 +25%
SS
407
Simplicity Solutions
Minnesota
$2.32M +$2.72K +156 +0.1%
BFG
408
Bleakley Financial Group
New Jersey
$2.32M +$2.72K +156 +0.1%
FWP
409
FAS Wealth Partners
Kansas
$2.32M -$58.6K -3,354 -2%
TPA
410
Trivium Point Advisory
Connecticut
$2.32M +$888K +50,847 +62%
RC
411
Roundview Capital
New Jersey
$2.29M -$39.2K -2,244 -2%
SG
412
Somerset Group
Minnesota
$2.27M +$55.7K +3,192 +3%
CIR
413
Clear Investment Research
Georgia
$2.27M +$130K +7,434 +6%
CCWA
414
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M -$170K -9,735 -7%
VAF
415
Values Added Financial
District of Columbia
$2.26M +$2.26M +129,393 New
BFPW
416
BOK Financial Private Wealth
Colorado
$2.26M -$180K -10,302 -7%
HCM
417
Hollencrest Capital Management
California
$2.25M +$38K +2,178 +2%
SCM
418
Stordahl Capital Management
Colorado
$2.23M -$18.3K -1,050 -0.8%
Janney Montgomery Scott
419
Janney Montgomery Scott
Pennsylvania
$2.23M +$129K +7,380 +6%
JFGLC
420
Johnson Financial Group LLC (Colorado)
Colorado
$2.23M – – –
SWM
421
Stockman Wealth Management
Montana
$2.23M -$345K -19,770 -13%
Lazard Asset Management
422
Lazard Asset Management
New York
$2.22M +$157K +9,000 +8%
KTC
423
Kistler-Tiffany Companies
Pennsylvania
$2.18M – – –
DWM
424
Dakota Wealth Management
Florida
$2.17M +$497K +28,479 +30%
Millennium Management
425
Millennium Management
New York
$2.16M -$350K -20,022 -14%
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17
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