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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 %
ACM
701
Argent Capital Management
Missouri
$441K +$7.08K +420 +2%
CFP
702
Catalyst Financial Partners
Massachusetts
$441K +$441K +26,124 New
RGF
703
Retirement Guys Formula
Ohio
$439K -$23.2K -1,377 -5%
IWN
704
Independent Wealth Network
Iowa
$438K -$30.4K -1,803 -6%
CA
705
Claro Advisors
Massachusetts
$433K -$41.6K -2,466 -9%
VPP
706
Vertex Planning Partners
Illinois
$432K – – –
PCM
707
Parsons Capital Management
Rhode Island
$431K – – –
Franklin Resources
708
Franklin Resources
California
$428K -$6.33K -375 -1%
IA
709
IFG Advisory
Georgia
$428K +$428K +25,347 New
APW
710
Austin Private Wealth
Texas
$425K +$45.7K +2,712 +12%
KWA
711
Kingswood Wealth Advisors
California
$424K +$424K +25,122 New
AWA
712
Aaron Wealth Advisors
Illinois
$419K -$7.79K -462 -2%
MIC
713
Means Investment Company
Maine
$418K -$21.7K -1,287 -5%
Principal Financial Group
714
Principal Financial Group
Iowa
$414K – – –
HGWM
715
Horst & Graben Wealth Management
Oregon
$414K – – –
IWP
716
IAG Wealth Partners
Wisconsin
$412K -$98.5K -5,838 -19%
FMN
717
Financial Management Network
California
$411K -$11.8K -702 -3%
OSAM
718
O'Shaughnessy Asset Management
Connecticut
$410K +$99.3K +5,886 +32%
SOS
719
Silver Oak Securities
Tennessee
$409K +$88.9K +5,268 +28%
Koshinski Asset Management
720
Koshinski Asset Management
Illinois
$409K +$607 +36 +0.1%
SSWM
721
Smith Salley Wealth Management
North Carolina
$407K -$496K -29,421 -55%
JFG
722
JDM Financial Group
Texas
$405K -$22.3K -1,323 -5%
RFA
723
Resurgent Financial Advisors
Georgia
$405K – – –
SPC
724
Stewart & Patten Company
California
$403K -$4.91K -291 -1%
CIA
725
Capital Investment Advisors
Georgia
$401K -$66.8K -3,963 -14%
27 28
29
30 31