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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 %
ZIMP
426
Zimmermann Investment Management & Planning
Pennsylvania
$1.97M -$84K -4,983 -4%
TAM
427
Townsend Asset Management
North Carolina
$1.96M -$14.7K -870 -0.7%
API
428
Advisor Partners II
California
$1.96M – – –
FTS
429
Fifth Third Securities
Ohio
$1.95M -$76.5K -4,536 -4%
EWM
430
Elmwood Wealth Management
California
$1.94M -$35.6K -2,112 -2%
NHC
431
Nicholas Hoffman & Company
Georgia
$1.94M +$13.8K +819 +0.7%
IC
432
IEQ Capital
California
$1.93M +$51K +3,021 +3%
JPLA
433
Joseph P. Lucia & Associates
New York
$1.93M -$8.4K -498 -0.4%
PFWA
434
Paces Ferry Wealth Advisors
Georgia
$1.92M -$35.1K -2,079 -2%
MA
435
MONECO Advisors
Connecticut
$1.9M -$137K -8,124 -7%
RWA
436
Rainsberger Wealth Advisors
Colorado
$1.9M +$77.4K +4,587 +4%
WP
437
WealthShield Partners
North Carolina
$1.9M +$17.7K +1,047 +0.9%
BP
438
Ballentine Partners
Massachusetts
$1.89M – – –
FCH
439
Freestone Capital Holdings
Washington
$1.88M +$175K +10,347 +10%
PCM
440
Pennsylvania Capital Management
Pennsylvania
$1.84M – – –
PAI
441
Pittenger & Anderson Inc
Nebraska
$1.83M +$447K +26,481 +32%
OC
442
Oppenheimer & Co
New York
$1.83M -$24.3K -1,443 -1%
TIA
443
Traphagen Investment Advisors
New Jersey
$1.82M +$6.93K +411 +0.4%
BCM
444
Brookstone Capital Management
Illinois
$1.82M -$27.1K -1,614 -1%
TPCW
445
TD Private Client Wealth
New York
$1.8M -$592K -35,100 -25%
JWBC
446
John W. Brooker & Co
California
$1.8M +$83.2K +4,935 +5%
SWM
447
Spire Wealth Management
Virginia
$1.77M -$68.2K -4,044 -4%
WA
448
Waverly Advisors
Alabama
$1.77M +$3.9K +231 +0.2%
GC
449
Garde Capital
Washington
$1.77M -$1.01K -60 -0.1%
DSC
450
Duncker Streett & Co
Missouri
$1.75M -$108K -6,420 -6%
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