SCHX icon

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 %
Empower Advisory Group
451
Empower Advisory Group
Colorado
$1.75M +$281K +16,683 +19%
CAI
452
Capital Advisors Inc
Oklahoma
$1.74M +$250K +14,817 +17%
LFA
453
Landmark Financial Advisors
Kentucky
$1.72M -$19.6K -1,161 -1%
FWS
454
FinDec Wealth Services
California
$1.72M -$131K -7,779 -7%
Marshall Wace
455
Marshall Wace
United Kingdom
$1.7M +$1.7M +100,800 New
SCP
456
Stevens Capital Partners
Nebraska
$1.67M +$107K +6,369 +7%
VWA
457
Visionary Wealth Advisors
Illinois
$1.66M +$222K +13,191 +16%
WP
458
WealthPLAN Partners
Nebraska
$1.65M +$25.5K +1,509 +2%
MFT
459
Moisand Fitzgerald Tamayo
Florida
$1.64M +$113K +6,726 +7%
SWM
460
SeaCrest Wealth Management
New York
$1.61M -$12.9K -762 -0.8%
CG
461
Caprock Group
Idaho
$1.57M -$158K -9,372 -9%
RC
462
Rovin Capital
Arizona
$1.57M +$20.2K +1,200 +1%
PSCM
463
Per Stirling Capital Management
Texas
$1.56M -$335K -19,857 -18%
TIAA Trust, National Association
464
TIAA Trust, National Association
North Carolina
$1.54M +$1.54M +91,071 New
CIBC Private Wealth Group
465
CIBC Private Wealth Group
Georgia
$1.53M +$81K +4,803 +6%
AOWM
466
Alpha Omega Wealth Management
Virginia
$1.53M -$76.5K -4,536 -5%
AIS
467
American Investment Services
Massachusetts
$1.53M – – –
PWW
468
Pettyjohn Wood & White
Virginia
$1.53M – – –
OF
469
Outfitter Financial
Maine
$1.52M +$90.6K +5,370 +6%
WI
470
Wedgewood Investors
Pennsylvania
$1.51M -$5.06K -300 -0.3%
GRP
471
Global Retirement Partners
California
$1.5M +$48.4K +2,889 +3%
SQA
472
Simon Quick Advisors
New Jersey
$1.5M +$516K +30,573 +53%
DWM
473
Dechtman Wealth Management
Colorado
$1.5M +$20.6K +1,221 +1%
PFA
474
Petra Financial Advisors
Colorado
$1.49M +$1.24M +73,293 +488%
VCM
475
Vision Capital Management
Oregon
$1.49M -$57.1K -3,387 -4%
17 18
19
20 21