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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 %
Baird Financial Group
826
Baird Financial Group
Wisconsin
$297K +$8.27K +474 +3%
SS
827
Sound Stewardship
Kansas
$295K +$21.5K +1,233 +8%
HIM
828
Harbour Investment Management
Washington
$294K – – –
CF
829
Centaurus Financial
California
$293K -$17.3K -987 -6%
DIS
830
Diversified Investment Strategies
Louisiana
$293K -$8.12K -465 -3%
VIA
831
Vident Investment Advisory
Georgia
$293K – – –
RWA
832
Redhawk Wealth Advisors
Minnesota
$290K +$576 +33 +0.2%
FCA
833
FinTrust Capital Advisors
South Carolina
$289K – – –
BAM
834
Bellevue Asset Management
Washington
$288K – – –
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$286K – – –
OAM
836
Oppenheimer Asset Management
New York
$283K +$576 +33 +0.2%
IWA
837
Intercontinental Wealth Advisors
Texas
$283K -$70.9K -4,062 -20%
RPA
838
Rock Point Advisors
Vermont
$283K -$6.28K -360 -2%
SAA
839
Southeast Asset Advisors
Georgia
$282K – – –
HR
840
Howe & Rusling
New York
$282K +$63.2K +3,618 +29%
LGWM
841
Litman Gregory Wealth Management
California
$281K +$281K +16,071 New
AW
842
Avion Wealth
Texas
$278K – – –
LB
843
Leo Brokerage
Texas
$277K -$10.3K -591 -4%
SWM
844
Seaside Wealth Management
California
$277K – – –
CTC
845
Central Trust Company
Missouri
$276K – – –
GA
846
Goldstein Advisors
Wisconsin
$276K +$276K +15,789 New
CWM
847
Chesapeake Wealth Management
Virginia
$274K +$274K +15,690 New
FPAS
848
Focus Partners Advisor Solutions
Missouri
$274K -$68.2K -3,906 -20%
CPA
849
Cardiff Park Advisors
California
$273K +$890 +51 +0.3%
PFA
850
Pathway Financial Advisors
Vermont
$273K – – –
32 33
34
35 36