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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 %
SCM
401
Sebold Capital Management
Illinois
$2.23M -$116K -6,855 -5%
FWP
402
FAS Wealth Partners
Kansas
$2.2M -$47K -2,787 -2%
CIR
403
Clear Investment Research
Georgia
$2.19M -$202 -12 -0%
FCI
404
Financial Counselors Inc
Kansas
$2.19M -$201K -11,946 -8%
HCM
405
Hollencrest Capital Management
California
$2.16M -$8.5K -504 -0.4%
JFGLC
406
Johnson Financial Group LLC (Colorado)
Colorado
$2.16M – – –
SWP
407
Stratos Wealth Partners
Ohio
$2.16M +$78.7K +4,668 +4%
SG
408
Somerset Group
Minnesota
$2.14M -$53.4K -3,165 -2%
Lazard Asset Management
409
Lazard Asset Management
New York
$2.14M – – –
MCM
410
Mainstay Capital Management
Michigan
$2.14M -$206K -12,237 -9%
CCWA
411
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M -$52.4K -3,108 -2%
SCM
412
Stordahl Capital Management
Colorado
$2.12M -$40.3K -2,388 -2%
SS
413
Simplicity Solutions
Minnesota
$2.11M -$137K -8,145 -6%
BFG
414
Bleakley Financial Group
New Jersey
$2.11M -$137K -8,145 -6%
APP
415
Avantax Planning Partners
Iowa
$2.08M -$51 -3 -0%
NGA
416
Naples Global Advisors
Florida
$2.08M +$203K +12,006 +11%
ECM
417
Elgethun Capital Management
South Dakota
$2.06M -$4.61K -273 -0.2%
SWM
418
Stockman Wealth Management
Montana
$2.04M -$118K -7,020 -5%
SEEDPG
419
S.E.E.D. Planning Group
New York
$2.03M -$536K -31,773 -21%
SFA
420
Seneca Financial Advisors
New York
$2.02M +$6.48K +384 +0.3%
AMG
421
Advisors Management Group
Wisconsin
$2.02M +$158K +9,348 +8%
FRA
422
Front Row Advisors
California
$2.01M -$5.52K -327 -0.3%
ZIM
423
Zacks Investment Management
Illinois
$2M -$416K -24,690 -17%
PL
424
Plancorp LLC
Missouri
$1.99M +$483K +28,629 +32%
GGI
425
GPM Growth Investors
Michigan
$1.97M +$546K +32,385 +38%
15 16
17
18 19