SCHX icon

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 %
SB
851
Strategic Blueprint
Georgia
$238K -$99.2K -5,880 -29%
OPWM
852
Oxinas Partners Wealth Management
Indiana
$238K +$557 +33 +0.2%
CWP
853
Capital Wealth Planning
Florida
$238K – – –
CWM
854
Connecticut Wealth Management
Connecticut
$235K +$235K +13,956 New
CIAS
855
Capital Investment Advisory Services
North Carolina
$235K -$12.3K -732 -5%
TAM
856
Titleist Asset Management
Texas
$234K – – –
AG
857
Advocate Group
Minnesota
$234K -$5.06K -300 -2%
RWA
858
River Wealth Advisors
Pennsylvania
$234K -$17.5K -1,035 -7%
VCWA
859
Vanguard Capital Wealth Advisors
Colorado
$234K -$9.31K -552 -4%
SIA
860
SeaBridge Investment Advisors
New Jersey
$233K – – –
CAG
861
Curtis Advisory Group
California
$232K – – –
PWMAG
862
Pinnacle Wealth Management Advisory Group
New Jersey
$232K +$304 +18 +0.1%
BTWM
863
Baker Tilly Wealth Management
Wisconsin
$231K – – –
Lido Advisors
864
Lido Advisors
California
$230K -$2.75M -162,843 -92%
MA
865
Montag & Associates
Georgia
$229K -$3.85K -228 -2%
AI
866
Accredited Investors
Minnesota
$229K +$1.37K +81 +0.6%
DADC
867
D.A. Davidson & Co
Montana
$229K -$30.8K -1,827 -12%
CCM
868
Colorado Capital Management
Colorado
$228K – – –
SPIA
869
Steward Partners Investment Advisory
New York
$228K +$354 +21 +0.2%
PBF
870
Petix & Botte Financial
California
$227K +$227K +13,464 New
LI
871
Lafayette Investments
Maryland
$226K – – –
BWA
872
Bordeaux Wealth Advisors
California
$225K – – –
HCMT
873
Highland Capital Management (Tennessee)
Tennessee
$224K -$69.4K -4,116 -24%
PP
874
PDS Planning
Ohio
$224K +$224K +13,251 New
MWM
875
MBE Wealth Management
Wisconsin
$223K – – –
33 34
35
36 37