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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 %
RIS
826
Retirement Income Solutions
Michigan
$263K – – –
FWM
827
Fortress Wealth Management
California
$262K – – –
DFG
828
Delta Financial Group
New Jersey
$261K +$261K +15,501 New
DIA
829
Dana Investment Advisors
Wisconsin
$261K – – –
CCA
830
Cadent Capital Advisors
Oklahoma
$258K – – –
VBWMG
831
Von Berge Wealth Management Group
California
$258K – – –
WCM
832
Weik Capital Management
Pennsylvania
$258K -$31.9K -1,890 -11%
BWFA
833
Baltimore-Washington Financial Advisors
Maryland
$257K – – –
PAM
834
Private Asset Management
California
$255K -$8.86K -525 -3%
FLA
835
Financial Life Advisors
Texas
$253K – – –
DT
836
Diversified Trust
Tennessee
$252K +$252K +14,934 New
MAG
837
Mayfair Advisory Group
Alabama
$251K +$1.23K +72 +0.5%
FCA
838
FinTrust Capital Advisors
South Carolina
$251K -$72.9K -4,323 -23%
SFC
839
SYM Financial Corp
Indiana
$250K +$223K +13,224 +813%
SG
840
StoneX Group
New York
$249K -$65.2K -3,864 -21%
CWM
841
Chesapeake Wealth Management
Virginia
$246K -$18.7K -1,110 -7%
CT
842
Cambridge Trust
Massachusetts
$246K -$2.53K -150 -1%
WPA
843
West Paces Advisors
Georgia
$245K – – –
GWM
844
Geneos Wealth Management
Colorado
$245K -$708 -42 -0.3%
WW
845
Westshore Wealth
California
$244K +$911 +54 +0.4%
IAA
846
Independent Advisor Alliance
North Carolina
$241K -$85.3K -5,058 -26%
BWP
847
Balboa Wealth Partners
Arizona
$240K -$13.7K -813 -5%
FD
848
Financial Designs
California
$239K +$239K +14,172 New
TCM
849
Tradewinds Capital Management
Washington
$239K – – –
CWM
850
CIBC World Markets
New York
$238K +$238K +14,130 New
32 33
34
35 36