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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 %
IF
551
Ironwood Financial
Arizona
$1.13M +$43.2K +2,472 +4%
AWM
552
Accurate Wealth Management
Florida
$1.13M -$349K -19,674 -24%
BPWM
553
Badgley Phelps Wealth Managers
Washington
$1.13M -$51.3K -2,937 -4%
KWM
554
Kingsview Wealth Management
Oregon
$1.12M -$46.3K -2,655 -4%
Prudential Financial
555
Prudential Financial
New Jersey
$1.12M -$232K -13,293 -17%
AP
556
Adero Partners
California
$1.11M +$157 +9 +0%
AIMC
557
Alley Investment Management Company
Illinois
$1.11M +$2.15K +123 +0.2%
EA
558
Evolution Advisers
Virginia
$1.1M -$29.1K -1,668 -3%
MS
559
Madden Securities
Texas
$1.1M -$46.8K -2,679 -4%
WIA
560
World Investment Advisors
California
$1.09M +$51.4K +2,946 +5%
FPCG
561
Fort Pitt Capital Group
Pennsylvania
$1.09M -$250K -14,319 -19%
FWCM
562
Ferguson Wellman Capital Management
Oregon
$1.09M -$2.1K -120 -0.2%
JF
563
Joule Financial
Kentucky
$1.09M -$16.4K -942 -1%
FG
564
Foster Group
Iowa
$1.09M -$105K -6,000 -9%
CCG
565
Chatham Capital Group
Georgia
$1.08M – – –
PFA
566
Pinnacle Family Advisors
Missouri
$1.07M +$519K +29,724 +94%
BFS
567
Bradley Foster & Sargent
Connecticut
$1.07M +$40.4K +2,316 +4%
SSB
568
Sandy Spring Bank
Maryland
$1.07M +$131K +7,482 +14%
TCM
569
Twele Capital Management
Minnesota
$1.06M -$9.74K -558 -0.9%
LEFP
570
Leading Edge Financial Planning
Tennessee
$1.06M +$45.7K +2,616 +5%
EFG
571
Everhart Financial Group
Ohio
$1.03M -$22.7K -1,305 -2%
VVP
572
Venture Visionary Partners
Ohio
$1.03M -$36.2K -2,073 -3%
TCA
573
Transcend Capital Advisors
New Jersey
$1.03M +$63.3K +3,624 +7%
FANJ
574
Financial Architects (New Jersey)
New Jersey
$1.03M +$212K +12,156 +26%
HIC
575
Holderness Investments Company
North Carolina
$1.03M +$38.4K +2,202 +4%
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