SCHX icon

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 %
CA
601
Crewe Advisors
Utah
$783K -$6.83K -405 -0.9%
SIMG
602
Sonora Investment Management Group
Arizona
$781K +$96.6K +5,730 +14%
GM
603
GeoWealth Management
Illinois
$773K +$773K +45,849 New
Fisher Asset Management
604
Fisher Asset Management
Washington
$762K +$315K +18,675 +70%
FWI
605
Facet Wealth Inc
Maryland
$758K -$109K -6,594 -13%
HWA
606
HHM Wealth Advisors
Tennessee
$749K -$9.06K -537 -1%
FWA
607
FSM Wealth Advisors
Ohio
$737K -$3.69K -219 -0.5%
WFS
608
Walker Financial Services
Kentucky
$730K -$26.2K -1,554 -3%
G
609
Gainplan
Michigan
$728K -$20.1K -1,194 -3%
GG
610
GenWealth Group
New Jersey
$721K -$74.5K -4,416 -9%
PPP
611
Private Portfolio Partners
New Jersey
$714K – – –
GI
612
GS Investments
Minnesota
$705K +$21.8K +1,290 +3%
NFW
613
Noble Family Wealth
Florida
$704K – – –
AMIM
614
Aull & Monroe Investment Management
Alabama
$698K -$202 -12 -0%
OFG
615
Orcam Financial Group
California
$698K +$101 +6 +0%
GAM
616
Garrison Asset Management
Arkansas
$697K +$39.6K +2,349 +6%
CA
617
Cambridge Advisors
Nebraska
$696K +$38.7K +2,295 +6%
LRPA
618
L. Roy Papp & Associates
Arizona
$692K – – –
SFG
619
StrategIQ Financial Group
Indiana
$690K -$20.2K -1,200 -3%
CPA
620
Capital Performance Advisors
California
$686K – – –
EW
621
Evoke Wealth
California
$681K – – –
NCM
622
Novare Capital Management
North Carolina
$672K +$15.3K +906 +2%
LWM
623
Lyell Wealth Management
California
$671K +$2.53K +150 +0.4%
HWA
624
Heritage Wealth Advisors
Virginia
$665K – – –
BWA
625
Beam Wealth Advisors
Louisiana
$665K +$52.4K +3,108 +9%
23 24
25
26 27