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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 %
AIA
551
Alternative Investment Advisors
Florida
$1.01M +$1.01M +59,628 New
TCM
552
Twele Capital Management
Minnesota
$1M -$21.8K -1,293 -2%
LEFP
553
Leading Edge Financial Planning
Tennessee
$999K -$23.3K -1,380 -2%
FWCM
554
Ferguson Wellman Capital Management
Oregon
$994K -$57.2K -3,390 -5%
FG
555
Foster Group
Iowa
$991K -$58.5K -3,471 -6%
AIM
556
Aspen Investment Management
Michigan
$980K +$52.2K +3,099 +6%
GWA
557
GGM Wealth Advisors
Maryland
$978K +$50.9K +3,018 +5%
TCA
558
Transcend Capital Advisors
New Jersey
$974K -$17.9K -1,062 -2%
AFA
559
American Financial Advisors
Georgia
$971K +$219K +12,978 +29%
Brown Advisory
560
Brown Advisory
Maryland
$963K -$144K -8,538 -13%
Comerica Bank
561
Comerica Bank
Texas
$959K +$959K +56,874 New
GGI
562
Godsey & Gibb Inc
Virginia
$955K +$62.2K +3,687 +7%
TYCC
563
Texas Yale Capital Corp
Florida
$951K -$15.2K -900 -2%
HIF
564
Hill Island Financial
Michigan
$950K -$139K -8,268 -13%
RA
565
RFG Advisory
Alabama
$940K -$632K -37,488 -40%
TWA
566
TCI Wealth Advisors
Arizona
$936K +$509K +30,174 +119%
VVP
567
Venture Visionary Partners
Ohio
$932K -$64.1K -3,798 -6%
CA
568
CGN Advisors
Kansas
$930K +$476K +28,239 +105%
FMWA
569
Forvis Mazars Wealth Advisors
Missouri
$923K +$443K +26,241 +92%
TNA
570
True North Advisors
Texas
$920K -$67.9K -4,026 -7%
FAG
571
Fortitude Advisory Group
Washington
$900K -$60.5K -3,588 -6%
SSW
572
Stone Summit Wealth
Florida
$900K -$10.9K -648 -1%
CIC
573
Cutler Investment Counsel
Oregon
$893K +$152 +9 +0%
SC
574
Schoolcraft Capital
Colorado
$888K -$15.5K -918 -2%
EK
575
Evensky & Katz
Florida
$888K +$36.5K +2,166 +4%
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