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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 %
IC
451
IEQ Capital
California
$1.95M +$48.5K +2,778 +3%
WP
452
WealthShield Partners
North Carolina
$1.94M +$113K +6,462 +6%
NGA
453
Naples Global Advisors
Florida
$1.94M -$6.13K -351 -0.3%
AMG
454
Advisors Management Group
Wisconsin
$1.93M -$39.3K -2,253 -2%
DSC
455
Duncker Streett & Co
Missouri
$1.92M -$48.5K -2,781 -2%
FWS
456
FinDec Wealth Services
California
$1.92M -$52 -3 -0%
OC
457
Oppenheimer & Co
New York
$1.91M -$113K -6,468 -6%
SWM
458
Spire Wealth Management
Virginia
$1.91M -$85.7K -4,911 -4%
PCM
459
Pennsylvania Capital Management
Pennsylvania
$1.9M -$31.7K -1,815 -2%
BCM
460
Brookstone Capital Management
Illinois
$1.9M -$13.7K -795 -0.7%
RWA
461
Rainsberger Wealth Advisors
Colorado
$1.89M +$3.2K +183 +0.2%
TIA
462
Traphagen Investment Advisors
New Jersey
$1.88M +$1.88M +107,745 New
GC
463
Garde Capital
Washington
$1.83M -$312K -17,877 -15%
WA
464
Waverly Advisors
Alabama
$1.82M +$155K +8,871 +9%
LFA
465
Landmark Financial Advisors
Kentucky
$1.81M -$64.3K -3,681 -3%
CG
466
Caprock Group
Idaho
$1.79M -$241K -13,833 -12%
JWBC
467
John W. Brooker & Co
California
$1.78M +$9.9K +567 +0.6%
FCH
468
Freestone Capital Holdings
Washington
$1.76M +$722K +41,364 +69%
AWA
469
Authentikos Wealth Advisory
California
$1.72M -$121K -6,927 -7%
FA
470
FDx Advisors
Illinois
$1.7M -$56.4K -3,234 -3%
SWM
471
SeaCrest Wealth Management
New York
$1.68M +$14.5K +828 +0.9%
WP
472
WealthPLAN Partners
Nebraska
$1.68M -$6.65K -381 -0.4%
AOWM
473
Alpha Omega Wealth Management
Virginia
$1.66M -$62.6K -3,585 -4%
MWM
474
Meridian Wealth Management
Kentucky
$1.66M -$19.2K -1,101 -1%
WTC
475
WhitTier Trust Company
Nevada
$1.65M – – –
17 18
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