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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 %
JJBC
576
James J. Burns & Company
New York
$886K +$19.7K +1,167 +2%
YAL
577
Your Advocates Ltd
Texas
$882K -$20.4M -1,208,232 -96%
FCM
578
Firestone Capital Management
Florida
$874K -$66.5K -3,945 -7%
PFO
579
Pathstone Family Office
New Jersey
$870K -$77K -4,563 -8%
JCM
580
Jacobsen Capital Management
Utah
$851K -$5.26K -312 -0.6%
MWA
581
Martel Wealth Advisors
Washington
$847K +$304 +18 +0%
ANTB
582
AMG National Trust Bank
Colorado
$846K +$1.32K +78 +0.2%
William Blair & Company
583
William Blair & Company
Illinois
$839K +$156K +9,267 +23%
CAM
584
Carret Asset Management
New York
$838K -$2.83K -168 -0.3%
CAM
585
Cozad Asset Management
Illinois
$836K – – –
IWM
586
IHT Wealth Management
Illinois
$833K +$4.35K +258 +0.5%
S
587
SignatureFD
Georgia
$831K +$81.2K +4,815 +11%
AA
588
AlphaQ Advisors
Florida
$828K -$88.3K -5,238 -10%
BL
589
BFSG LLC
California
$828K +$29.2K +1,728 +4%
PAM
590
Peak Asset Management
Colorado
$824K -$9.36K -555 -1%
SC
591
Slow Capital
California
$821K -$1.27K -75 -0.2%
MCWS
592
McKinley Carter Wealth Services
West Virginia
$819K -$14.2K -840 -2%
RDFA
593
Ritter Daniher Financial Advisory
Ohio
$819K – – –
APW
594
Aurora Private Wealth
New Jersey
$811K +$17.7K +1,047 +2%
AWM
595
Accurate Wealth Management
Florida
$804K -$287K -16,695 -26%
C
596
Certuity
Florida
$803K -$810 -48 -0.1%
Nomura Asset Management
597
Nomura Asset Management
Japan
$797K – – –
CPP
598
Capasso Planning Partners
South Carolina
$796K -$5.92K -351 -0.7%
FBB
599
Fulton Breakefield Broenniman
Maryland
$794K -$83.4K -4,947 -10%
RPGK
600
Retirement Planning Group (Kansas)
Kansas
$785K – – –
22 23
24
25 26