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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 %
SFS
676
Sowell Financial Services
Arkansas
$515K -$30.6K -1,815 -6%
DFA
677
DHJJ Financial Advisors
Illinois
$511K +$506 +30 +0.1%
HIC
678
Hartline Investment Corp
Illinois
$508K – – –
BWP
679
BSW Wealth Partners
Colorado
$507K -$22.8K -1,353 -4%
WPC
680
Wedmont Private Capital
Pennsylvania
$501K +$501K +29,388 New
BHWM
681
Beaird Harris Wealth Management
Texas
$485K +$1.62K +96 +0.3%
ML
682
Mayport LLC
Massachusetts
$484K +$2.73K +162 +0.6%
RIM
683
Rockbridge Investment Management
New York
$482K -$7.74K -459 -2%
ECM
684
Evergreen Capital Management
Washington
$481K -$17.3K -1,026 -3%
SF
685
Safeguard Financial
Wisconsin
$480K -$130K -7,725 -21%
OC
686
Oarsman Capital
Wisconsin
$479K – – –
WFA
687
WestHill Financial Advisors
California
$479K – – –
CIC
688
Carnegie Investment Counsel
Ohio
$478K +$35.7K +2,118 +8%
GHAM
689
Gilman Hill Asset Management
Connecticut
$473K -$33.3K -1,974 -7%
SMC
690
Smith, Moore & Co
Missouri
$470K – – –
SAS
691
SMI Advisory Services
Indiana
$469K +$469K +27,030 New
RCAG
692
Rehmann Capital Advisory Group
Michigan
$466K -$42K -2,493 -8%
PFGIA
693
Patriot Financial Group Insurance Agency
Massachusetts
$465K -$72.9K -4,323 -14%
GIA
694
GHP Investment Advisors
Colorado
$464K +$2.86K +168 +0.6%
CCG
695
Cypress Capital Group
Florida
$464K -$13.2K -780 -3%
MWM
696
Madison Wealth Management
Ohio
$462K – – –
CCWM
697
Cassaday & Co Wealth Management
Virginia
$461K – – –
DWP
698
Destiny Wealth Partners
Florida
$461K – – –
H
699
HoyleCohen
California
$460K +$266K +15,741 +136%
MIM
700
Moseley Investment Management
Florida
$451K +$16.9K +999 +4%
26 27
28
29 30