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 %
CSI
501
Cross Staff Investments
New York
$1.32M -$111K -6,558 -8%
BFG
502
Bouchey Financial Group
New York
$1.32M -$3.54K -210 -0.3%
JWA
503
JFS Wealth Advisors
Pennsylvania
$1.31M -$109K -6,444 -8%
VP
504
Verum Partners
North Carolina
$1.31M +$1.32K +78 +0.1%
EFG
505
Everhart Financial Group
Ohio
$1.31M +$305K +18,090 +30%
GLR
506
Great Lakes Retirement
Ohio
$1.29M -$1.19M -70,587 -48%
PA
507
Pinnacle Associates
New York
$1.28M -$2.99K -177 -0.2%
HI
508
Human Investing
Oregon
$1.28M +$607 +36 +0%
CB
509
Commerce Bank
Missouri
$1.28M -$60.5K -3,585 -5%
GVAG
510
Great Valley Advisor Group
Delaware
$1.27M -$6.27K -372 -0.5%
TA
511
Tiedemann Advisors
New York
$1.27M -$45.6K -2,703 -3%
RDIA
512
RE Dickinson Investment Advisors
Iowa
$1.26M -$133K -7,869 -10%
FPCG
513
Fort Pitt Capital Group
Pennsylvania
$1.22M +$170K +10,077 +16%
UIA
514
Ulland Investment Advisors
Minnesota
$1.22M -$3.59K -213 -0.3%
FM
515
Family Management
New York
$1.21M -$57.9K -3,435 -5%
CCFM
516
Clear Creek Financial Management
Washington
$1.21M -$112K -6,624 -8%
EAM
517
Evanson Asset Management
California
$1.18M -$14.4K -852 -1%
GA
518
Geller Advisors
New York
$1.18M – – –
SCM
519
Spreng Capital Management
Ohio
$1.18M -$25.7K -1,524 -2%
SP
520
Successful Portfolios
Florida
$1.17M -$123K -7,311 -10%
APG
521
Abacus Planning Group
South Carolina
$1.17M -$17.3K -1,023 -1%
AAS
522
Ameritas Advisory Services
Nebraska
$1.17M +$577K +34,125 +97%
AC
523
Avant Capital
Louisiana
$1.14M +$11.9K +705 +1%
WIM
524
Warwick Investment Management
Texas
$1.14M – – –
LFG
525
Larson Financial Group
Missouri
$1.14M +$5.72K +339 +0.5%
19 20
21
22 23