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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 %
Fisher Asset Management
726
Fisher Asset Management
Washington
$463K +$207K +11,877 +81%
FIA
727
Foundations Investment Advisors
Arizona
$459K +$459K +26,289 New
CIC
728
Carnegie Investment Counsel
Ohio
$457K -$9.64K -552 -2%
MIC
729
Means Investment Company
Maine
$456K – – –
MIM
730
Moseley Investment Management
Florida
$450K -$19.2K -1,101 -4%
Franklin Resources
731
Franklin Resources
California
$449K – – –
ACM
732
Argent Capital Management
Missouri
$449K -$360K -20,604 -44%
VPP
733
Vertex Planning Partners
Illinois
$447K – – –
PCM
734
Parsons Capital Management
Rhode Island
$446K +$63.3K +3,627 +17%
GWM
735
GSB Wealth Management
Connecticut
$446K -$5.45M -312,318 -92%
JFG
736
JDM Financial Group
Texas
$443K +$262 +15 +0.1%
TWA
737
TCI Wealth Advisors
Arizona
$442K +$30.4K +1,743 +7%
FMN
738
Financial Management Network
California
$442K +$1.1K +63 +0.3%
AWA
739
Aaron Wealth Advisors
Illinois
$442K +$86.2K +4,935 +24%
HFS
740
Heritage Financial Services
Massachusetts
$440K -$3.46K -198 -0.8%
CA
741
Clearstead Advisors
Ohio
$434K +$7.49K +429 +2%
4WM
742
44 Wealth Management
Oregon
$432K – – –
HGWM
743
Horst & Graben Wealth Management
Oregon
$428K -$10.4K -597 -2%
First Manhattan
744
First Manhattan
New York
$428K – – –
SF
745
Summit Financial
New Jersey
$427K +$8.64K +495 +2%
CIA
746
Covington Investment Advisors
Pennsylvania
$423K +$8.07K +462 +2%
Koshinski Asset Management
747
Koshinski Asset Management
Illinois
$423K -$101K -5,805 -19%
SPC
748
Stewart & Patten Company
California
$422K -$46.4K -2,658 -10%
Principal Financial Group
749
Principal Financial Group
Iowa
$422K – – –
RFA
750
Resurgent Financial Advisors
Georgia
$419K – – –
28 29
30
31 32