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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 %
APP
426
Avantax Planning Partners
Iowa
$2.16M -$84.3K -4,827 -4%
SWP
427
Stratos Wealth Partners
Ohio
$2.15M +$103K +5,895 +5%
ECM
428
Elgethun Capital Management
South Dakota
$2.14M -$63K -3,609 -3%
ZIMP
429
Zimmermann Investment Management & Planning
Pennsylvania
$2.12M +$1M +57,303 +89%
ECML
430
Eagle Capital Management (Louisiana)
Louisiana
$2.11M -$24.7K -1,416 -1%
MA
431
MONECO Advisors
Connecticut
$2.11M -$162K -9,258 -7%
ASN
432
Advisory Services Network
Georgia
$2.11M -$189K -10,803 -8%
FTS
433
Fifth Third Securities
Ohio
$2.1M -$349K -19,998 -14%
CCM
434
Condor Capital Management
New Jersey
$2.09M -$15.6K -891 -0.7%
FRA
435
Front Row Advisors
California
$2.09M -$53.8K -3,084 -3%
SFA
436
Seneca Financial Advisors
New York
$2.08M -$268K -15,354 -11%
BNP Paribas Financial Markets
437
BNP Paribas Financial Markets
France
$2.07M -$2.66M -152,346 -56%
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
$2.06M +$1.75M +72,384 +563%
LWM
439
Laidlaw Wealth Management
New York
$2.06M -$867K -49,662 -30%
EWM
440
Elmwood Wealth Management
California
$2.05M -$220K -12,630 -10%
TAM
441
Townsend Asset Management
North Carolina
$2.04M -$67.6K -3,873 -3%
PFWA
442
Paces Ferry Wealth Advisors
Georgia
$2.03M -$52.2K -2,991 -3%
API
443
Advisor Partners II
California
$2.03M – – –
JPLA
444
Joseph P. Lucia & Associates
New York
$2.01M -$73.2K -4,191 -4%
WCM
445
Wealthcare Capital Management
Virginia
$2M +$318K +18,222 +19%
NHC
446
Nicholas Hoffman & Company
Georgia
$1.99M +$4.29K +246 +0.2%
SWM
447
SigFig Wealth Management
California
$1.99M +$29.3K +2,136 +1%
FFA
448
First Foundation Advisors
California
$1.98M +$783K +44,877 +65%
PSCM
449
Per Stirling Capital Management
Texas
$1.96M -$170K -9,732 -8%
BP
450
Ballentine Partners
Massachusetts
$1.95M +$21.9K +1,254 +1%
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