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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 %
MSA
876
McAlister Sweet & Associates
Texas
$248K -$143K -8,178 -36%
Bessemer Group
877
Bessemer Group
New Jersey
$248K +$14.7K +843 +6%
AG
878
Advocate Group
Minnesota
$248K – – –
AFA
879
AllGen Financial Advisors
Florida
$247K -$7.65K -438 -3%
TCM
880
Tradewinds Capital Management
Washington
$247K -$209 -12 -0.1%
CWP
881
Capital Wealth Planning
Florida
$246K +$6.02K +345 +3%
OPWM
882
Oxinas Partners Wealth Management
Indiana
$246K -$169K -9,666 -41%
OL
883
Owen LaRue
Kentucky
$244K -$29.7K -1,698 -11%
TAM
884
Titleist Asset Management
Texas
$243K – – –
IF
885
Intrua Financial
Texas
$241K – – –
MA
886
Montag & Associates
Georgia
$241K – – –
SIA
887
SeaBridge Investment Advisors
New Jersey
$241K – – –
CAG
888
Curtis Advisory Group
California
$240K – – –
PWMAG
889
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$5.87K +336 +3%
BTWM
890
Baker Tilly Wealth Management
Wisconsin
$239K – – –
EAM
891
Empirical Asset Management
Massachusetts
$238K -$995 -57 -0.4%
CCM
892
Colorado Capital Management
Colorado
$236K -$83.1K -4,770 -26%
AI
893
Accredited Investors
Minnesota
$235K +$235K +13,488 New
SPIA
894
Steward Partners Investment Advisory
New York
$235K -$28.6K -1,638 -11%
LI
895
Lafayette Investments
Maryland
$233K – – –
BWA
896
Bordeaux Wealth Advisors
California
$233K -$189K -10,815 -45%
EP
897
Edgestream Partners
New Jersey
$232K +$232K +13,299 New
MWM
898
MBE Wealth Management
Wisconsin
$231K +$524 +30 +0.2%
LW
899
Linscomb Wealth
Texas
$230K +$230K +13,200 New
WA
900
Wealth Architects
California
$229K – – –
34 35
36
37 38