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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 %
CSI
501
Cross Staff Investments
New York
$1.48M +$681 +39 +0%
OF
502
Outfitter Financial
Maine
$1.48M +$40.3K +2,310 +3%
GGI
503
GPM Growth Investors
Michigan
$1.48M +$127K +7,299 +9%
JWA
504
JFS Wealth Advisors
Pennsylvania
$1.47M +$19.6K +1,122 +1%
Calamos Advisors
505
Calamos Advisors
Illinois
$1.47M -$143K -8,211 -9%
BMCM
506
Bryn Mawr Capital Management
Pennsylvania
$1.46M +$105K +6,006 +8%
RDIA
507
RE Dickinson Investment Advisors
Iowa
$1.44M -$95.9K -5,493 -6%
LIA
508
LBMC Investment Advisors
Tennessee
$1.44M +$105 +6 +0%
CCA
509
Column Capital Advisors
Indiana
$1.43M +$105 +6 +0%
PAI
510
Pittenger & Anderson Inc
Nebraska
$1.43M -$1.05K -60 -0.1%
CA
511
Capital Advantage
California
$1.42M -$99.3K -5,727 -7%
OFS
512
Oldfather Financial Services
Nebraska
$1.41M -$8.59K -492 -0.6%
RAG
513
RIA Advisory Group
Iowa
$1.4M – – –
PEA
514
Park Edge Advisors
Ohio
$1.39M -$136K -7,818 -9%
YIA
515
YHB Investment Advisors
Connecticut
$1.39M -$37.1K -2,127 -3%
CB
516
Commerce Bank
Missouri
$1.38M -$58.2K -3,333 -4%
TFS
517
Thoroughbred Financial Services
Tennessee
$1.38M +$29K +1,659 +2%
BFG
518
Bouchey Financial Group
New York
$1.37M +$31K +1,773 +2%
CCFM
519
Clear Creek Financial Management
Washington
$1.37M -$178K -10,200 -12%
FAIM
520
Financial Advocates Investment Management
Washington
$1.36M -$4.56K -261 -0.3%
TA
521
Tiedemann Advisors
New York
$1.36M -$15.5K -888 -1%
VP
522
Verum Partners
North Carolina
$1.35M +$1.26K +72 +0.1%
SP
523
Successful Portfolios
Florida
$1.34M -$3.04M -174,372 -69%
NA
524
NewEdge Advisors
Louisiana
$1.34M +$22.4K +1,281 +2%
FT
525
Fiduciary Trust
Massachusetts
$1.33M – – –
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