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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 %
OL
876
Owen LaRue
Kentucky
$223K -$12.4K -738 -5%
BIG
877
Builder Investment Group
Georgia
$222K +$16.1K +954 +8%
BCP
878
Blackhawk Capital Partners
Wisconsin
$220K -$5.66M -335,832 -96%
OCG
879
Opus Capital Group
Ohio
$219K – – –
AFA
880
AllGen Financial Advisors
Florida
$218K -$20.4K -1,209 -9%
LW
881
Linscomb Wealth
Texas
$218K -$4.55K -270 -2%
HR
882
Howe & Rusling
New York
$218K -$54.1K -3,210 -20%
M
883
MOTCO
Texas
$217K – – –
FBFS
884
First Business Financial Services
Wisconsin
$217K – – –
UAS
885
United Asset Strategies
New York
$217K +$6.83K +405 +3%
WA
886
Wealth Architects
California
$216K -$4.81K -285 -2%
TIA
887
Tiemann Investment Advisors
California
$216K -$2.53K -150 -1%
OAM
888
Oppenheimer Asset Management
New York
$214K -$59.4K -3,522 -22%
CT
889
Clearstead Trust
Maine
$214K – – –
AIIMS
890
Analyst IMS Investment Management Services
Israel
$213K – – –
BSI
891
Bennett Selby Investments
Maine
$213K – – –
IF
892
Intrua Financial
Texas
$212K -$21.3K -1,260 -9%
PAS
893
Park Avenue Securities
New York
$209K -$711K -42,159 -77%
TWM
894
Tradition Wealth Management
Minnesota
$209K +$19.6K +1,161 +10%
HNB
895
Huntington National Bank
Ohio
$209K -$223K – –
WWM
896
Wagner Wealth Management
South Carolina
$208K +$11.1K +657 +6%
MIM
897
Macroview Investment Management
Maryland
$207K +$4.1K +243 +2%
TFA
898
Tobias Financial Advisors
Florida
$206K – – –
DC
899
Davenport & Co
Virginia
$206K +$11.2K +663 +6%
DWA
900
Divergent Wealth Advisors
Utah
$205K +$759 +45 +0.4%
34 35
36
37 38