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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 %
CIA
726
Covington Investment Advisors
Pennsylvania
$401K -$7.28K -432 -2%
BTI
727
Blue Trust Inc
Georgia
$397K -$34.2K -1,959 -8%
MCCP
728
Mission Creek Capital Partners
California
$395K -$3.54K -210 -0.9%
HWA
729
Heartwood Wealth Advisors
Virginia
$393K – – –
WJWM
730
Williams Jones Wealth Management
New York
$390K +$32.7K +1,941 +9%
PAM
731
Pegasus Asset Management
New York
$388K -$91.1K -5,400 -19%
TBC
732
Ted Buchan & Co
California
$386K – – –
GF
733
Gries Financial
Ohio
$385K -$76.5K -4,536 -17%
PP
734
Patten & Patten
Tennessee
$381K +$79.4K +4,710 +26%
SF
735
Summit Financial
New Jersey
$380K -$32.7K -1,941 -8%
HFS
736
Heritage Financial Services
Massachusetts
$376K -$49.1K -2,910 -12%
NEPWA
737
New England Private Wealth Advisors
Massachusetts
$372K +$1.32K +78 +0.4%
DP
738
DDD Partners
Washington
$369K +$3.49K +204 +1%
TA
739
TrueWealth Advisors
Alabama
$368K – – –
HHGA
740
Halbert Hargrove Global Advisors
California
$367K – – –
GCP
741
Gill Capital Partners
Colorado
$365K -$27.5K -1,632 -7%
Susquehanna International Group
742
Susquehanna International Group
Pennsylvania
$364K -$6.11M -362,229 -94%
LSC
743
Lesa Sroufe & Co
Washington
$364K +$709 +42 +0.2%
WF
744
WoodTrust Financial
Wisconsin
$364K +$364K +21,600 New
1IA
745
1834 Investment Advisors
Wisconsin
$364K -$16.8K -996 -4%
GWP
746
Gateway Wealth Partners
Wisconsin
$362K +$51.6K +3,060 +17%
MOS
747
MGO One Seven
Ohio
$362K -$29K -1,719 -7%
BBA
748
BLB&B Advisors
Pennsylvania
$362K – – –
AWM
749
Aspire Wealth Management
Massachusetts
$360K -$857K -50,832 -70%
MMA
750
Miracle Mile Advisors
California
$359K -$96.9K -5,745 -21%
28 29
30
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