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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 %
Prudential Financial
526
Prudential Financial
New Jersey
$1.14M +$58.6K +3,474 +5%
JFG
527
Jefferies Financial Group
New York
$1.13M – – –
KWM
528
Kingsview Wealth Management
Oregon
$1.12M +$39.1K +2,319 +4%
IFS
529
Ifrah Financial Services
Arkansas
$1.12M -$3.34K -198 -0.3%
AP
530
Adero Partners
California
$1.12M +$41.5K +2,460 +4%
CAL
531
Capital Advisors Ltd
Ohio
$1.11M – – –
WSTAM
532
Wilbanks Smith & Thomas Asset Management
Virginia
$1.1M -$20.4K -1,209 -2%
SW
533
SVB Wealth
Massachusetts
$1.09M -$24.6K -1,461 -2%
CTWM
534
Cherry Tree Wealth Management
Minnesota
$1.09M -$10.4K -618 -0.9%
ICM
535
Intrepid Capital Management
Florida
$1.08M -$75.6K -4,482 -7%
CFD
536
Creative Financial Designs
Indiana
$1.08M +$222K +13,155 +26%
AIMC
537
Alley Investment Management Company
Illinois
$1.07M +$506 +30 +0%
BFS
538
Bradley Foster & Sargent
Connecticut
$1.07M – – –
EA
539
Evolution Advisers
Virginia
$1.07M +$6.88K +408 +0.6%
CCG
540
Chatham Capital Group
Georgia
$1.07M +$24.3K +1,440 +2%
HIC
541
Holderness Investments Company
North Carolina
$1.07M +$74K +4,389 +7%
IF
542
Ironwood Financial
Arizona
$1.06M -$27.5K -1,629 -3%
CA
543
Clearstead Advisors
Ohio
$1.06M +$641K +38,007 +153%
SBH
544
Segall Bryant & Hamill
Illinois
$1.05M -$131K -7,746 -11%
WIA
545
World Investment Advisors
California
$1.05M -$7.13K -423 -0.7%
FCP
546
Fidelis Capital Partners
Florida
$1.05M +$1.05M +62,076 New
AWA
547
Authentikos Wealth Advisory
California
$1.05M -$618K -36,654 -37%
SSB
548
Sandy Spring Bank
Maryland
$1.03M – – –
FFA
549
First Foundation Advisors
California
$1.03M -$882K -52,293 -46%
JF
550
Joule Financial
Kentucky
$1.03M -$18.8K -1,116 -2%
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