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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 %
TNA
576
True North Advisors
Texas
$1.02M +$1.02M +58,596 New
CC
577
Callan Capital
California
$1.02M +$309K +17,673 +43%
SQA
578
Simon Quick Advisors
New Jersey
$1.02M -$12.9K -738 -1%
TC
579
Tenret Company
Florida
$1M – – –
TYCC
580
Texas Yale Capital Corp
Florida
$1M -$65.5K -3,750 -6%
FAG
581
Fortitude Advisory Group
Washington
$994K -$120K -6,867 -11%
FCM
582
Firestone Capital Management
Florida
$993K +$13.1K +735 +1%
PFO
583
Pathstone Family Office
New Jersey
$980K +$209 +12 +0%
AIM
584
Aspen Investment Management
Michigan
$961K +$25.8K +1,479 +3%
GWA
585
GGM Wealth Advisors
Maryland
$960K -$69.5K -3,981 -7%
PAS
586
Park Avenue Securities
New York
$952K +$93.3K +5,346 +11%
AA
587
AlphaQ Advisors
Florida
$949K -$12.2K -699 -1%
SSW
588
Stone Summit Wealth
Florida
$942K -$157K -8,979 -14%
SC
589
Schoolcraft Capital
Colorado
$935K -$5.08K -291 -0.5%
FWI
590
Facet Wealth Inc
Maryland
$935K +$189K +10,626 +25%
SSWM
591
Smith Salley Wealth Management
North Carolina
$935K +$556K +31,839 +147%
CIC
592
Cutler Investment Counsel
Oregon
$924K -$6.55K -375 -0.7%
GGI
593
Godsey & Gibb Inc
Virginia
$924K +$82.2K +4,707 +10%
FBB
594
Fulton Breakefield Broenniman
Maryland
$908K -$94.1K -5,391 -9%
Renaissance Technologies
595
Renaissance Technologies
New York
$906K +$906K +51,900 New
JJBC
596
James J. Burns & Company
New York
$897K +$2.2K +126 +0.2%
CA
597
Cetera Advisors
Colorado
$888K -$16.9K -969 -2%
JCM
598
Jacobsen Capital Management
Utah
$886K -$2.15K -123 -0.2%
CFD
599
Creative Financial Designs
Indiana
$886K +$535K +30,645 +152%
EK
600
Evensky & Katz
Florida
$882K -$49.4K -2,829 -5%
22 23
24
25 26