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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 %
WP
776
Westmount Partners
California
$366K -$20.6K -1,179 -5%
PCM
777
Palouse Capital Management
Washington
$362K -$27.4K -1,569 -7%
AIM
778
AHL Investment Management
Florida
$360K – – –
EFL
779
ERn Financial LLC
Wisconsin
$360K +$5.08K +291 +1%
SAG
780
SageView Advisory Group
California
$359K +$41.5K +2,379 +13%
CWA
781
Clarity Wealth Advisors
California
$358K +$358K +20,517 New
FPW
782
Flagship Private Wealth
Massachusetts
$358K – – –
2L
783
25 LLC
Missouri
$356K +$23.6K +1,329 +7%
ACM
784
Armbruster Capital Management
New York
$350K – – –
SB
785
Strategic Blueprint
Georgia
$349K +$8.75K +501 +3%
AIA
786
Armor Investment Advisors
North Carolina
$345K – – –
FA
787
FC Advisory
Pennsylvania
$344K +$1.1K +63 +0.3%
AIM
788
Acropolis Investment Management
Missouri
$340K – – –
IAM
789
Innovis Asset Management
Illinois
$339K – – –
IAA
790
Independent Advisor Alliance
North Carolina
$338K -$8.59K -492 -2%
QCM
791
Quantinno Capital Management
New York
$337K – – –
PA
792
Parkside Advisors
California
$337K -$1.26K -72 -0.4%
TCMP
793
Thrive Capital Management (Pennsylvania)
Pennsylvania
$335K +$11.4K +654 +4%
EWA
794
Exencial Wealth Advisors
Oklahoma
$333K +$333K +19,053 New
FFA
795
Fragasso Financial Advisors
Pennsylvania
$332K +$83.3K +4,770 +33%
SOS
796
Silver Oak Securities
Tennessee
$332K -$268K -15,348 -45%
GB
797
Goepper Burkhardt
South Carolina
$332K – – –
PMFA
798
Plante Moran Financial Advisors
Michigan
$330K -$105 -6 -0%
RFP
799
Root Financial Partners
California
$330K +$330K +18,882 New
PK
800
Pflug Koory
Nebraska
$327K – – –
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32
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