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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 %
TF
476
TIAA FSB
Florida
$1.64M +$174K +9,978 +12%
RA
477
RFG Advisory
Alabama
$1.63M -$185K -10,578 -10%
SCP
478
Stevens Capital Partners
Nebraska
$1.62M +$25K +1,434 +2%
WAM
479
Worth Asset Management
Texas
$1.61M +$1.26M +72,063 +357%
RC
480
Rovin Capital
Arizona
$1.61M -$63.7K -3,651 -4%
VCM
481
Vision Capital Management
Oregon
$1.6M -$44.8K -2,565 -3%
AIS
482
American Investment Services
Massachusetts
$1.58M -$13.6K -780 -0.9%
PWW
483
Pettyjohn Wood & White
Virginia
$1.58M -$32.5K -1,860 -2%
MFT
484
Moisand Fitzgerald Tamayo
Florida
$1.58M -$26.3K -1,509 -2%
WI
485
Wedgewood Investors
Pennsylvania
$1.57M – – –
PL
486
Plancorp LLC
Missouri
$1.56M -$524 -30 -0%
FNBT
487
FineMark National Bank & Trust
Florida
$1.56M +$92.4K +5,295 +6%
CAI
488
Capital Advisors Inc
Oklahoma
$1.54M -$32.9K -1,887 -2%
PWMG
489
Pioneer Wealth Management Group
Texas
$1.54M +$47.2K +2,706 +3%
RWMH
490
Riverpoint Wealth Management Holdings
Illinois
$1.53M +$576 +33 +0%
DWM
491
Dechtman Wealth Management
Colorado
$1.53M +$1.53M +87,444 New
Empower Advisory Group
492
Empower Advisory Group
Colorado
$1.52M +$6.86K +393 +0.5%
HWMG
493
Hurlow Wealth Management Group
Indiana
$1.51M -$28.5K -1,635 -2%
GRP
494
Global Retirement Partners
California
$1.51M -$62K -3,552 -4%
RZH
495
Relyea Zuckerberg Hanson
Connecticut
$1.51M +$4.98K +285 +0.3%
CIBC Private Wealth Group
496
CIBC Private Wealth Group
Georgia
$1.5M -$569K -32,607 -27%
DTC
497
Davidson Trust Company
Washington
$1.49M – – –
MSWMA
498
Market Street Wealth Management Advisors
Indiana
$1.49M -$12.2K -699 -0.8%
VWA
499
Visionary Wealth Advisors
Illinois
$1.49M +$35.3K +2,022 +2%
AF
500
Advisornet Financial
Minnesota
$1.48M +$11.4K +651 +0.8%
18 19
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