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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
16.85%
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
1
Diversified
Delaware
$87.2M
2
FEG
2
Fund Evaluation Group
Ohio
$53.6M
3
MWM
3
Modera Wealth Management
New Jersey
$35.8M
4
CSIA
4
Charles Schwab Investment Advisory
California
$5B
5
TC
5
TownSquare Capital
Utah
$24.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$301M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$404M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.41B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.6M
5
SFMG
5
Sage Financial Management Group
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
51
Financial Management Professionals
Texas
$48.3M +$18.2M +1,044,201 +61%
LFG
52
Leverty Financial Group
Wisconsin
$48.1M +$1.89M +108,291 +4%
SAM
53
Standpoint Asset Management
Arizona
$47.8M +$6.03M +345,300 +14%
PRS
54
Pinkerton Retirement Specialists
Idaho
$47.3M -$771K -44,160 -2%
LWMT
55
Legacy Wealth Management (Tennessee)
Tennessee
$47.2M -$605K -34,680 -1%
FC
56
Financial Consulate
Maryland
$46.7M +$2.03M +116,046 +5%
JIC
57
Johnson Investment Counsel
Ohio
$46.6M +$2.3M +131,673 +5%
CST
58
Charles Schwab Trust
Nevada
$44M +$204K +12,399 +0.5%
AWMG
59
Alliance Wealth Management Group
New Jersey
$43.3M -$1.34M -76,848 -3%
TCM
60
Towercrest Capital Management
Pennsylvania
$43.3M -$1.34M -76,848 -3%
JIP
61
Jaffetilchin Investment Partners
Florida
$40.8M -$1.44M -82,518 -3%
SC
62
Savant Capital
Illinois
$40.3M +$14.6M +837,816 +57%
VNA
63
Valley National Advisers
Pennsylvania
$40.2M +$174K +9,984 +0.4%
Truist Financial
64
Truist Financial
North Carolina
$40.1M -$1.51M -86,676 -4%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$39.6M -$10.2M -585,924 -21%
CL
66
Choreo LLC
Illinois
$38.9M -$2.39M -136,821 -6%
BMM
67
Buffington Mohr McNeal
Idaho
$37.4M +$748K +42,834 +2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$35.9M +$10M +573,132 +39%
RA
69
Riversedge Advisors
Delaware
$35.9M -$3.31M -189,876 -8%
MWM
70
Modera Wealth Management
New Jersey
$35.8M +$35.8M +2,051,919 New
Cerity Partners
71
Cerity Partners
New York
$35.2M +$23.4M +1,339,194 +198%
CMP
72
Courage Miller Partners
Virginia
$34.7M -$1.65M -94,614 -5%
AT
73
American Trust
Kentucky
$34.4M -$9.42M -581,028 -21%
IAS
74
IMA Advisory Services
Colorado
$34.2M -$1.13M -64,821 -3%
AA
75
Ashford Advisors
New York
$33.9M – – –
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3
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