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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 %
REMPR
626
Roof Eidam Maycock Peralta (REMP)
California
$663K +$56.9K +3,375 +9%
PFA
627
Pinnacle Family Advisors
Missouri
$662K -$374K -22,194 -36%
Natixis Advisors
628
Natixis Advisors
Massachusetts
$660K +$7.84K +465 +1%
NFG
629
Nations Financial Group
Iowa
$657K -$6.33K -375 -1%
TW
630
Transform Wealth
Colorado
$645K -$50.9K -3,018 -7%
HIG
631
Heritage Investment Group
Florida
$644K – – –
WWM
632
Windsor Wealth Management
Indiana
$639K – – –
MIP
633
Marietta Investment Partners
Wisconsin
$638K +$759 +45 +0.1%
SBIA
634
Sheaff Brock Investment Advisors
Indiana
$638K – – –
Cetera Investment Advisers
635
Cetera Investment Advisers
Illinois
$637K +$26.6K +1,578 +4%
KPWS
636
Kestra Private Wealth Services
Texas
$636K -$15.3K -906 -2%
CA
637
Continuum Advisory
Idaho
$636K -$52K -3,084 -8%
NSG
638
Nalls Sherbakoff Group
Tennessee
$621K – – –
PWM
639
Praetorian Wealth Management
California
$619K – – –
SAM
640
Summit Asset Management
Tennessee
$619K -$26.1K -1,545 -4%
AFS
641
Annapolis Financial Services
Maryland
$616K – – –
CIA
642
Cape Investment Advisory
Georgia
$613K -$20.2K -1,197 -3%
KJWM
643
Kiley Juergens Wealth Management
Washington
$602K -$29.3K -1,740 -5%
KWS
644
Keystone Wealth Services
California
$596K -$24.3K -1,443 -4%
FIA
645
Foundations Investment Advisors
Arizona
$595K +$151K +8,970 +34%
WFA
646
Wade Financial Advisory
California
$593K – – –
IIC
647
Ironwood Investment Counsel
Arizona
$593K +$139K +8,256 +31%
PFA
648
Plotkin Financial Advisors
Maryland
$586K +$187K +11,085 +47%
PWA
649
Physician Wealth Advisors
Utah
$585K – – –
PWG
650
Portside Wealth Group
Utah
$584K -$22.5K -1,338 -4%
24 25
26
27 28