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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 %
PMFA
776
Plante Moran Financial Advisors
Michigan
$321K +$2.53K +150 +0.8%
GB
777
Goepper Burkhardt
South Carolina
$320K – – –
RFP
778
Root Financial Partners
California
$319K +$557 +33 +0.2%
GWM
779
GSB Wealth Management
Connecticut
$317K -$113K -6,726 -26%
PK
780
Pflug Koory
Nebraska
$316K – – –
CG
781
CFO4Life Group
Texas
$315K +$253 +15 +0.1%
CSPIA
782
Cary Street Partners Investment Advisory
Virginia
$313K +$7.39K +438 +2%
MA
783
Modus Advisors
Minnesota
$311K -$49.2K -2,916 -14%
WA
784
Wealth Advisors
California
$307K +$307K +18,219 New
RW
785
Regimen Wealth
Georgia
$307K +$1.16K +69 +0.4%
HI
786
Hudock Inc
Pennsylvania
$307K +$304 +18 +0.1%
SCA
787
Stonebridge Capital Advisors
Minnesota
$306K – – –
PTB
788
Pioneer Trust Bank
Oregon
$304K – – –
MCM
789
Morton Capital Management
California
$303K +$42.5K +2,517 +16%
CCP
790
Carmel Capital Partners
California
$302K -$82.2K -4,875 -21%
PFA
791
Pathway Financial Advisors
Vermont
$301K +$37.1K +2,202 +14%
FC
792
Fusion Capital
South Carolina
$300K -$5.06K -300 -2%
VBFG
793
Vishria Bird Financial Group
Tennessee
$299K -$3.09K -183 -1%
PCM
794
Palouse Capital Management
Washington
$297K -$52.9K -3,135 -15%
AL
795
ACAS LLC
California
$296K -$11.5K -684 -4%
ABC
796
Associated Banc-Corp
Wisconsin
$295K – – –
NFC
797
Northeast Financial Consultants
Connecticut
$294K – – –
RLWM
798
RF&L Wealth Management
Massachusetts
$294K – – –
FMII
799
Farmers & Merchants Investments Inc
Nebraska
$294K +$18K +1,065 +7%
FAM
800
Formidable Asset Management
Ohio
$293K +$293K +17,367 New
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