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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 %
SPP
651
Single Point Partners
Massachusetts
$583K +$583K +34,584 New
TFP
652
Tilia Fiduciary Partners
North Carolina
$577K +$1.57K +93 +0.3%
TWA
653
Trellis Wealth Advisors
California
$576K – – –
MLA
654
My Legacy Advisors
Oregon
$576K -$132K -7,860 -19%
TWM
655
Tanglewood Wealth Management
Texas
$574K -$3.69K -219 -0.6%
CWA
656
CM Wealth Advisors
Ohio
$568K -$27.8K -1,575 -5%
FFA
657
Farther Finance Advisors
California
$559K -$12.7K -750 -2%
PVI
658
Pine Valley Investments
New Jersey
$557K -$22.2K -1,317 -4%
M&T Bank
659
M&T Bank
New York
$556K -$244K -14,448 -30%
BFC
660
Bedel Financial Consulting
Indiana
$555K -$19.8K -1,173 -3%
WPW
661
Watershed Private Wealth
Illinois
$554K – – –
PFBT
662
Parkside Financial Bank & Trust
Missouri
$548K +$506 +30 +0.1%
TWM
663
Thrive Wealth Management
Pennsylvania
$546K +$58.2K +3,450 +12%
BIAS
664
Beacon Investment Advisory Services
New Jersey
$546K -$5.31K -315 -1%
SFS
665
Security Financial Services
Indiana
$543K – – –
MG
666
Mather Group
Illinois
$543K +$67.7K +4,011 +14%
SEIA
667
Signature Estate & Investment Advisors
California
$539K – – –
KIA
668
KCM Investment Advisors
California
$533K -$73.7K -4,371 -12%
JWCA
669
J.W. Cole Advisors
Florida
$533K +$163K +9,636 +44%
AG
670
Ascent Group
Virginia
$529K -$4.71K -276 -0.9%
FFA
671
Fragasso Financial Advisors
Pennsylvania
$527K +$206K +12,210 +64%
FPAS
672
Focus Partners Advisor Solutions
Missouri
$520K +$256K +15,180 +97%
LTL
673
Lowery Thomas LLC
California
$520K +$264K +15,672 +103%
GA
674
GoalVest Advisory
New York
$518K -$68.5K -4,062 -12%
FCB
675
First County Bank
Connecticut
$518K -$14.4K -852 -3%
25 26
27
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