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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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$392M
2
Cerity Partners
2
Cerity Partners
New York
$231M
3
Charles Schwab
3
Charles Schwab
California
$2.31B
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$56.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$4.87B

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$1.22B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$368M
4
YAL
4
Your Advocates Ltd
Texas
$882K
5
LFG
5
Leverty Financial Group
Wisconsin
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Curi Wealth Management
North Carolina
$48.4M -$11M -650,343 -18%
FMP
52
Financial Management Professionals
Texas
$47.9M +$1.27M +75,444 +3%
SAM
53
Standpoint Asset Management
Arizona
$47.7M +$1.56M +92,700 +3%
CST
54
Charles Schwab Trust
Nevada
$46.4M +$1.16M +68,796 +3%
PRS
55
Pinkerton Retirement Specialists
Idaho
$45.9M +$179K +10,599 +0.4%
FC
56
Financial Consulate
Maryland
$45.5M +$409K +24,231 +0.9%
SC
57
Savant Capital
Illinois
$45.4M +$6.45M +382,695 +17%
LWMT
58
Legacy Wealth Management (Tennessee)
Tennessee
$44.9M -$727K -43,086 -2%
AWM
59
AE Wealth Management
Kansas
$44.3M -$12M -709,293 -21%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$44M +$5.72M +339,033 +15%
CL
61
Choreo LLC
Illinois
$41.5M +$3.92M +232,620 +10%
JIP
62
Jaffetilchin Investment Partners
Florida
$39.6M +$140K +8,271 +0.4%
TCM
63
Towercrest Capital Management
Pennsylvania
$39.5M -$2.32M -137,763 -6%
VNA
64
Valley National Advisers
Pennsylvania
$39.2M +$440K +26,091 +1%
ACA
65
Aptus Capital Advisors
Alabama
$38.3M +$21.4M +1,268,076 +127%
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$37.9M +$21.4M +1,271,427 +130%
Truist Financial
67
Truist Financial
North Carolina
$36.8M -$1.98M -117,315 -5%
AWM
68
Apollon Wealth Management
South Carolina
$36.4M +$31.6M +1,875,081 +664%
BMM
69
Buffington Mohr McNeal
Idaho
$36.3M +$221K +13,077 +0.6%
KBFS
70
Kohmann Bosshard Financial Services
Ohio
$36.1M +$4.67M +276,774 +15%
RA
71
Riversedge Advisors
Delaware
$34.5M -$150K -8,913 -0.4%
MWM
72
Modera Wealth Management
New Jersey
$34.2M -$402K -23,829 -1%
CMP
73
Courage Miller Partners
Virginia
$33.4M -$123K -7,311 -0.4%
HI
74
Harbour Investments
Wisconsin
$32.7M +$1.91M +113,337 +6%
MSWM
75
McGlone Suttner Wealth Management
Wisconsin
$32.5M +$1.32M +78,393 +4%
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