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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 %
PAM
851
Private Asset Management
California
$273K – – –
EFM
852
Eley Financial Management
Vermont
$272K – – –
RIS
853
Retirement Income Solutions
Michigan
$272K – – –
SWA
854
Stratos Wealth Advisors
Ohio
$272K +$995 +57 +0.4%
FWM
855
Fortress Wealth Management
California
$271K – – –
DIA
856
Dana Investment Advisors
Wisconsin
$270K +$270K +15,474 New
MCM
857
Morton Capital Management
California
$270K – – –
BBA
858
Braun-Bostich & Associates
Pennsylvania
$269K -$25.6K -1,467 -9%
DADC
859
D.A. Davidson & Co
Montana
$269K – – –
CCA
860
Cadent Capital Advisors
Oklahoma
$267K +$267K +15,300 New
VBWMG
861
Von Berge Wealth Management Group
California
$267K – – –
BWFA
862
Baltimore-Washington Financial Advisors
Maryland
$266K -$296K -16,950 -53%
LTL
863
Lowery Thomas LLC
California
$264K +$264K +15,150 New
BWP
864
Balboa Wealth Partners
Arizona
$263K -$22.4K -1,281 -8%
PFA
865
Petra Financial Advisors
Colorado
$262K -$1.47M -84,366 -85%
FLA
866
Financial Life Advisors
Texas
$262K – – –
RWA
867
River Wealth Advisors
Pennsylvania
$260K -$13.9K -798 -5%
CT
868
Cambridge Trust
Massachusetts
$257K – – –
CIAS
869
Capital Investment Advisory Services
North Carolina
$256K -$11.4K -651 -4%
GWM
870
Geneos Wealth Management
Colorado
$255K – – –
WPA
871
West Paces Advisors
Georgia
$254K -$367 -21 -0.1%
MAG
872
Mayfair Advisory Group
Alabama
$252K +$10.4K +600 +4%
VCWA
873
Vanguard Capital Wealth Advisors
Colorado
$252K +$14.7K +840 +6%
WW
874
Westshore Wealth
California
$251K +$890 +51 +0.4%
ASI
875
Advisory Services & Investments
Oregon
$249K -$7.65K -438 -3%
33 34
35
36 37