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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 %
MWA
751
Motive Wealth Advisors
Michigan
$358K – – –
LWMNY
752
Landmark Wealth Management (New York)
New York
$357K +$357K +21,186 New
LC
753
LCNB Corp
Ohio
$356K – – –
GWM
754
Gray Wealth Management
Maine
$356K -$4.66K -276 -1%
LWANC
755
Laurel Wealth Advisors (North Carolina)
North Carolina
$356K -$10.1K -600 -3%
MP
756
McDonald Partners
Ohio
$355K – – –
QCM
757
QRG Capital Management
Illinois
$355K +$355K +21,033 New
WP
758
Westmount Partners
California
$353K +$152 +9 +0%
EFL
759
ERn Financial LLC
Wisconsin
$350K +$2.94K +174 +0.8%
JIC
760
Joel Isaacson & Co
New York
$349K +$33.3K +1,977 +11%
AIM
761
AHL Investment Management
Florida
$348K – – –
EP
762
Edgestream Partners
New Jersey
$348K +$124K +7,341 +55%
SAG
763
SageView Advisory Group
California
$347K – – –
FPW
764
Flagship Private Wealth
Massachusetts
$345K – – –
First Manhattan
765
First Manhattan
New York
$340K -$72.9K -4,320 -18%
ACM
766
Armbruster Capital Management
New York
$338K – – –
ESB
767
Essex Savings Bank
Connecticut
$335K +$335K +19,848 New
AIA
768
Armor Investment Advisors
North Carolina
$333K – – –
FA
769
FC Advisory
Pennsylvania
$331K -$810 -48 -0.2%
EWA
770
Exencial Wealth Advisors
Oklahoma
$331K +$9.21K +546 +3%
QCM
771
Quantinno Capital Management
New York
$330K +$4.1K +243 +1%
AIM
772
Acropolis Investment Management
Missouri
$328K – – –
IAM
773
Innovis Asset Management
Illinois
$327K -$607 -36 -0.2%
Bessemer Group
774
Bessemer Group
New Jersey
$326K +$86.9K +5,157 +36%
PA
775
Parkside Advisors
California
$325K – – –
29 30
31
32 33