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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 %
TWM
701
Thrive Wealth Management
Pennsylvania
$505K -$46.5K -2,664 -8%
BHWM
702
Beaird Harris Wealth Management
Texas
$500K -$324K -18,561 -39%
ML
703
Mayport LLC
Massachusetts
$498K – – –
FMWA
704
Forvis Mazars Wealth Advisors
Missouri
$497K +$163K +9,324 +49%
OC
705
Oarsman Capital
Wisconsin
$496K -$6.81K -390 -1%
WFA
706
WestHill Financial Advisors
California
$496K – – –
PAM
707
Pegasus Asset Management
New York
$496K +$94.3K +5,400 +23%
CCG
708
Cypress Capital Group
Florida
$494K – – –
Citadel Advisors
709
Citadel Advisors
Florida
$493K +$385K +22,056 +358%
MG
710
Mather Group
Illinois
$492K +$15.4K +885 +3%
CA
711
Claro Advisors
Massachusetts
$491K +$35.6K +2,040 +8%
TI
712
Trexquant Investment
Connecticut
$491K -$352K -20,160 -42%
DWP
713
Destiny Wealth Partners
Florida
$488K – – –
SMC
714
Smith, Moore & Co
Missouri
$486K – – –
IWN
715
Independent Wealth Network
Iowa
$485K +$133K +7,617 +38%
CIA
716
Capital Investment Advisors
Georgia
$484K +$51.8K +2,967 +12%
RGF
717
Retirement Guys Formula
Ohio
$479K -$71.4K -4,089 -13%
MWM
718
Madison Wealth Management
Ohio
$478K -$85.9K -4,920 -15%
GF
719
Gries Financial
Ohio
$478K – – –
CCWM
720
Cassaday & Co Wealth Management
Virginia
$478K – – –
GIA
721
GHP Investment Advisors
Colorado
$477K +$19.8K +1,125 +4%
MMA
722
Miracle Mile Advisors
California
$472K -$11.5K -657 -2%
IIC
723
Ironwood Investment Counsel
Arizona
$470K +$248K +14,187 +112%
CA
724
CGN Advisors
Kansas
$469K -$142K -8,121 -23%
CW
725
CreativeOne Wealth
Kansas
$466K +$3.72K +213 +0.8%
27 28
29
30 31