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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 %
PWA
676
Physician Wealth Advisors
Utah
$600K +$1.63K +93 +0.3%
PVI
677
Pine Valley Investments
New Jersey
$599K -$31.1K -1,782 -5%
TWM
678
Tanglewood Wealth Management
Texas
$597K +$77K +4,410 +15%
TFP
679
Tilia Fiduciary Partners
North Carolina
$596K +$8.27K +474 +1%
TWA
680
Trellis Wealth Advisors
California
$596K – – –
BFC
681
Bedel Financial Consulting
Indiana
$595K +$92.7K +5,310 +18%
FFA
682
Farther Finance Advisors
California
$592K -$206K -11,817 -26%
WPW
683
Watershed Private Wealth
Illinois
$573K – – –
BIAS
684
Beacon Investment Advisory Services
New Jersey
$570K +$49.1K +2,814 +9%
PFBT
685
Parkside Financial Bank & Trust
Missouri
$567K -$82.3K -4,716 -13%
SFS
686
Sowell Financial Services
Arkansas
$565K +$125K +7,143 +28%
SFS
687
Security Financial Services
Indiana
$562K – – –
SEIA
688
Signature Estate & Investment Advisors
California
$558K +$331K +18,942 +145%
PFGIA
689
Patriot Financial Group Insurance Agency
Massachusetts
$556K -$100K -5,736 -15%
AG
690
Ascent Group
Virginia
$553K -$23.7K -1,341 -4%
FCB
691
First County Bank
Connecticut
$551K -$26.2K -1,500 -5%
BWP
692
BSW Wealth Partners
Colorado
$548K -$10.2K -585 -2%
GS
693
GTS Securities
New York
$542K +$542K +31,053 New
IWP
694
IAG Wealth Partners
Wisconsin
$529K +$23.4K +1,338 +5%
DFA
695
DHJJ Financial Advisors
Illinois
$529K +$524 +30 +0.1%
RCAG
696
Rehmann Capital Advisory Group
Michigan
$526K -$5.6K -321 -1%
HIC
697
Hartline Investment Corp
Illinois
$526K -$20.9K -1,200 -4%
GHAM
698
Gilman Hill Asset Management
Connecticut
$524K -$187K -10,719 -26%
ECM
699
Evergreen Capital Management
Washington
$515K +$515K +29,523 New
RIM
700
Rockbridge Investment Management
New York
$506K +$1.62K +93 +0.3%
26 27
28
29 30