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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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$392M
2
Cerity Partners
2
Cerity Partners
New York
$231M
3
Charles Schwab
3
Charles Schwab
California
$2.31B
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$56.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$4.87B

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$1.22B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$368M
4
YAL
4
Your Advocates Ltd
Texas
$882K
5
LFG
5
Leverty Financial Group
Wisconsin
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Evermay Wealth Management
Virginia
$92.8M -$1.86M -110,565 -2%
AA
27
Apriem Advisors
California
$89.9M +$3.05M +180,954 +4%
D
28
Diversified
Delaware
$86.3M +$2.05M +121,626 +2%
OWM
29
Orgel Wealth Management
Wisconsin
$84.5M +$938K +55,635 +1%
MW
30
Marcum Wealth
Ohio
$84M -$2.28M -135,087 -3%
Morgan Stanley
31
Morgan Stanley
New York
$81.4M +$32.2M +1,911,339 +66%
RWM
32
RKL Wealth Management
Pennsylvania
$80.6M +$1.94M +114,813 +2%
SA
33
Scarborough Advisors
Maryland
$78.4M +$629K +37,278 +0.8%
AWM
34
Adams Wealth Management
Utah
$78.2M -$3.49M -206,772 -4%
Bank of America
35
Bank of America
North Carolina
$76.8M +$8.51M +504,663 +12%
NQWM
36
Northwest Quadrant Wealth Management
Oregon
$76.1M +$1.31M +77,805 +2%
IWC
37
Integrated Wealth Concepts
Massachusetts
$73.5M +$8.93M +529,311 +14%
Corient Private Wealth
38
Corient Private Wealth
Florida
$70.9M +$4.18M +248,088 +6%
BSB
39
Bangor Savings Bank
Maine
$67.2M -$725K -42,996 -1%
UCFA
40
United Capital Financial Advisors
Texas
$63.7M -$3.47M -205,578 -5%
WANY
41
Wealthspire Advisors (New York)
New York
$61.4M -$1.64M -97,506 -3%
AssetMark Inc
42
AssetMark Inc
California
$59.8M -$3.95M -234,264 -6%
HWM
43
HB Wealth Management
Georgia
$57.6M -$75.8K -4,497 -0.1%
GBWM
44
Granite Bay Wealth Management
New Hampshire
$56.1M +$56.1M +3,196,947 New
JIC
45
Johnson Investment Counsel
Ohio
$54.9M +$9.9M +587,172 +22%
FEG
46
Fund Evaluation Group
Ohio
$53.6M +$1.83M +108,516 +4%
MWP
47
Meridian Wealth Partners
Pennsylvania
$53.6M +$398K +23,577 +0.7%
SFA
48
Sequoia Financial Advisors
Ohio
$52.8M -$1.53M -90,552 -3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$52.5M -$1.6M -94,617 -3%
AT
50
American Trust
Kentucky
$52M +$16.2M +963,060 +45%
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