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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 %
RWMH
476
Riverpoint Wealth Management Holdings
Illinois
$1.48M +$506 +30 +0%
TFS
477
Thoroughbred Financial Services
Tennessee
$1.48M +$150K +8,889 +11%
WTC
478
WhitTier Trust Company
Nevada
$1.48M -$116K -6,900 -7%
RZH
479
Relyea Zuckerberg Hanson
Connecticut
$1.46M +$4.86K +288 +0.3%
FNBT
480
FineMark National Bank & Trust
Florida
$1.46M -$48.1K -2,850 -3%
YIA
481
YHB Investment Advisors
Connecticut
$1.45M +$114K +6,765 +9%
WAM
482
Worth Asset Management
Texas
$1.45M -$105K -6,237 -7%
DTC
483
Davidson Trust Company
Washington
$1.44M – – –
HWMG
484
Hurlow Wealth Management Group
Indiana
$1.43M -$29.8K -1,767 -2%
MSWMA
485
Market Street Wealth Management Advisors
Indiana
$1.43M -$4.71K -279 -0.3%
NA
486
NewEdge Advisors
Louisiana
$1.42M +$130K +7,737 +10%
BMCM
487
Bryn Mawr Capital Management
Pennsylvania
$1.41M – – –
RAG
488
RIA Advisory Group
Iowa
$1.4M +$45.3K +2,688 +3%
CA
489
Capital Advantage
California
$1.39M +$12.2K +726 +0.9%
CCA
490
Column Capital Advisors
Indiana
$1.39M +$51 +3 +0%
CFGSD
491
Compass Financial Group (South Dakota)
South Dakota
$1.39M +$135K +7,980 +11%
PWMG
492
Pioneer Wealth Management Group
Texas
$1.38M -$115K -6,798 -8%
LIA
493
LBMC Investment Advisors
Tennessee
$1.37M -$4.73K -285 -0.3%
OFS
494
Oldfather Financial Services
Nebraska
$1.36M -$2.33K -138 -0.2%
Calamos Advisors
495
Calamos Advisors
Illinois
$1.35M -$64.9K -3,846 -5%
AF
496
Advisornet Financial
Minnesota
$1.35M -$83.8K -4,968 -6%
CC
497
Callan Capital
California
$1.35M +$358K +21,231 +36%
FAIM
498
Financial Advocates Investment Management
Washington
$1.33M +$9.06K +537 +0.7%
BPWM
499
Badgley Phelps Wealth Managers
Washington
$1.33M +$238K +14,118 +22%
PEA
500
Park Edge Advisors
Ohio
$1.32M -$19.4K -1,149 -1%
18 19
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