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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 %
CWA
801
Clarity Wealth Advisors
California
$289K -$56.9K -3,375 -16%
PIM
802
Penobscot Investment Management
Massachusetts
$288K – – –
RCA
803
Riverview Capital Advisers
Massachusetts
$288K +$961 +57 +0.3%
SFG
804
SevenBridge Financial Group
Pennsylvania
$285K +$285K +16,923 New
CF
805
Centaurus Financial
California
$285K +$2.48K +147 +0.9%
HIM
806
Harbour Investment Management
Washington
$284K – – –
VA
807
Vident Advisory
Georgia
$283K +$283K +16,755 New
SAA
808
Southeast Asset Advisors
Georgia
$282K +$9.61K +570 +4%
RWA
809
Redhawk Wealth Advisors
Minnesota
$281K +$557 +33 +0.2%
CFO
810
Collective Family Office
Pennsylvania
$281K -$10.1K -600 -3%
SS
811
Sound Stewardship
Kansas
$281K -$4.15K -246 -1%
EAM
812
Empirical Asset Management
Massachusetts
$279K +$49.4K +2,931 +22%
DIS
813
Diversified Investment Strategies
Louisiana
$279K -$3.8K -225 -1%
BAM
814
Bellevue Asset Management
Washington
$278K – – –
RIA
815
Retirement Investment Advisors
Oklahoma
$274K -$35.7K -2,118 -12%
LGWM
816
Litman Gregory Wealth Management
California
$271K – – –
Baird Financial Group
817
Baird Financial Group
Wisconsin
$270K -$16.1K -957 -6%
AW
818
Avion Wealth
Texas
$270K +$1.41K +84 +0.5%
RPA
819
Rock Point Advisors
Vermont
$268K -$5.31K -315 -2%
BC
820
Brio Consultants
California
$268K +$268K +15,882 New
SWM
821
Seaside Wealth Management
California
$267K – – –
CTC
822
Central Trust Company
Missouri
$267K – – –
GA
823
Goldstein Advisors
Wisconsin
$266K – – –
EFM
824
Eley Financial Management
Vermont
$264K – – –
SWA
825
Stratos Wealth Advisors
Ohio
$263K +$962 +57 +0.4%
31 32
33
34 35