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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 %
JIC
801
Joel Isaacson & Co
New York
$327K – – –
CG
802
CFO4Life Group
Texas
$326K +$262 +15 +0.1%
SG
803
StoneX Group
New York
$325K +$5.39K +309 +2%
GWP
804
Gateway Wealth Partners
Wisconsin
$322K +$322K +18,417 New
OSAM
805
O'Shaughnessy Asset Management
Connecticut
$321K +$1.21K +69 +0.4%
RIA
806
Retirement Investment Advisors
Oklahoma
$321K +$321K +18,378 New
AL
807
ACAS LLC
California
$318K +$105 +6 +0%
HI
808
Hudock Inc
Pennsylvania
$317K +$367 +21 +0.1%
SCA
809
Stonebridge Capital Advisors
Minnesota
$317K +$293K +16,782 +1,221%
RW
810
Regimen Wealth
Georgia
$317K +$1.15K +66 +0.4%
CSPIA
811
Cary Street Partners Investment Advisory
Virginia
$317K – – –
FC
812
Fusion Capital
South Carolina
$315K +$943 +54 +0.3%
PTB
813
Pioneer Trust Bank
Oregon
$314K – – –
VBFG
814
Vishria Bird Financial Group
Tennessee
$312K – – –
PP
815
Patten & Patten
Tennessee
$312K +$42.9K +2,457 +16%
TRIA
816
Trail Ridge Investment Advisors
Colorado
$312K +$312K +17,856 New
TP
817
Tranquility Partners
Tennessee
$311K – – –
ABC
818
Associated Banc-Corp
Wisconsin
$305K – – –
NFC
819
Northeast Financial Consultants
Connecticut
$304K +$11.2K +642 +4%
RLWM
820
RF&L Wealth Management
Massachusetts
$304K – – –
HCMT
821
Highland Capital Management (Tennessee)
Tennessee
$304K – – –
CFO
822
Collective Family Office
Pennsylvania
$301K +$1.83K +105 +0.6%
WCM
823
Weik Capital Management
Pennsylvania
$300K -$7.86K -450 -3%
PIM
824
Penobscot Investment Management
Massachusetts
$299K -$8.9K -510 -3%
RCA
825
Riverview Capital Advisers
Massachusetts
$297K +$943 +54 +0.3%
31 32
33
34 35