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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 %
MLA
626
My Legacy Advisors
Oregon
$748K -$1.35M -76,257 -64%
BB
627
Bell Bank
North Dakota
$741K +$102K +5,871 +16%
PPP
628
Private Portfolio Partners
New Jersey
$739K – – –
SFG
629
StrategIQ Financial Group
Indiana
$735K -$213K -12,216 -22%
NFW
630
Noble Family Wealth
Florida
$729K -$5.39K -309 -0.7%
AMIM
631
Aull & Monroe Investment Management
Alabama
$723K -$7.07K -405 -1%
OFG
632
Orcam Financial Group
California
$722K +$105 +6 +0%
TW
633
Transform Wealth
Colorado
$720K -$64.2K -3,678 -8%
LRPA
634
L. Roy Papp & Associates
Arizona
$716K – – –
CA
635
Continuum Advisory
Idaho
$712K -$41.7K -2,391 -6%
CPA
636
Capital Performance Advisors
California
$710K +$710K +40,695 New
SIMG
637
Sonora Investment Management Group
Arizona
$708K +$90.4K +5,181 +15%
GI
638
GS Investments
Minnesota
$707K -$68.4K -3,921 -9%
William Blair & Company
639
William Blair & Company
Illinois
$706K +$110K +6,288 +18%
YIH
640
Y-Intercept (HK)
Hong Kong
$706K -$24.3K -1,392 -3%
EW
641
Evoke Wealth
California
$704K +$233K +13,326 +49%
LWM
642
Lyell Wealth Management
California
$692K -$38.1K -2,181 -5%
MFG
643
Merit Financial Group
Georgia
$691K +$691K +39,579 New
HWA
644
Heritage Wealth Advisors
Virginia
$689K – – –
NFG
645
Nations Financial Group
Iowa
$686K -$762K -43,647 -53%
GAM
646
Garrison Asset Management
Arkansas
$680K -$236K -13,518 -26%
CA
647
Cambridge Advisors
Nebraska
$680K +$284K +16,290 +72%
NCM
648
Novare Capital Management
North Carolina
$680K +$29.3K +1,677 +5%
Natixis Advisors
649
Natixis Advisors
Massachusetts
$675K +$675K +38,694 New
KPWS
650
Kestra Private Wealth Services
Texas
$674K +$243K +13,896 +56%
24 25
26
27 28