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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 %
SAM
651
Summit Asset Management
Tennessee
$667K – – –
HIG
652
Heritage Investment Group
Florida
$667K – – –
WWM
653
Windsor Wealth Management
Indiana
$662K – – –
SBIA
654
Sheaff Brock Investment Advisors
Indiana
$660K – – –
MIP
655
Marietta Investment Partners
Wisconsin
$659K -$14.9K -855 -2%
BWM
656
BlackDiamond Wealth Management
New York
$656K +$341K +18,948 +108%
CIA
657
Cape Investment Advisory
Georgia
$656K -$19.6K -1,125 -3%
KJWM
658
Kiley Juergens Wealth Management
Washington
$654K +$1.31K +75 +0.2%
NP
659
NorthRock Partners
Minnesota
$653K -$6.6K -378 -1%
KWS
660
Keystone Wealth Services
California
$642K -$3.98K -228 -0.6%
PWM
661
Praetorian Wealth Management
California
$641K – – –
AFS
662
Annapolis Financial Services
Maryland
$638K -$56.1K -3,213 -8%
BWA
663
Beam Wealth Advisors
Louisiana
$634K +$126K +7,236 +25%
OFG
664
Oxford Financial Group
Indiana
$633K -$132K -7,587 -17%
Cetera Investment Advisers
665
Cetera Investment Advisers
Illinois
$631K +$53.8K +3,081 +9%
SF
666
Safeguard Financial
Wisconsin
$631K +$18.9K +1,086 +3%
KIA
667
KCM Investment Advisors
California
$628K -$2.43M -139,017 -79%
PWG
668
Portside Wealth Group
Utah
$628K +$628K +35,991 New
REMPR
669
Roof Eidam Maycock Peralta (REMP)
California
$627K +$81.2K +4,650 +15%
OP
670
ORG Partners
Indiana
$615K – – –
WFA
671
Wade Financial Advisory
California
$614K – – –
AAS
672
Ameritas Advisory Services
Nebraska
$608K -$775K -44,868 -56%
GA
673
GoalVest Advisory
New York
$607K +$588K +33,678 +3,002%
CWA
674
CM Wealth Advisors
Ohio
$607K +$108 +6 +0%
NSG
675
Nalls Sherbakoff Group
Tennessee
$605K – – –
25 26
27
28 29