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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 %
OCG
901
Opus Capital Group
Ohio
$227K – – –
TIA
902
Tiemann Investment Advisors
California
$226K -$2.62K -150 -1%
M
903
MOTCO
Texas
$225K – – –
FBFS
904
First Business Financial Services
Wisconsin
$225K – – –
HNB
905
Huntington National Bank
Ohio
$223K -$218K – –
MBTD
906
Mechanics Bank - Trust Department
California
$222K -$73.3K -4,200 -25%
CT
907
Clearstead Trust
Maine
$221K – – –
BSI
908
Bennett Selby Investments
Maine
$220K – – –
CA
909
Calton & Associates
Florida
$219K +$838 +48 +0.4%
FFWM
910
Future Financial Wealth Management
Ohio
$218K – – –
AIIMS
911
Analyst IMS Investment Management Services
Israel
$218K – – –
UAS
912
United Asset Strategies
New York
$218K +$218K +12,480 New
FA
913
Fiduciary Alliance
South Carolina
$218K +$218K +12,480 New
MA
914
MKT Advisors
California
$217K -$16.2K -900 -7%
KA
915
Kovack Advisors
Florida
$215K +$215K +12,324 New
TFA
916
Tobias Financial Advisors
Florida
$213K +$213K +12,228 New
BIG
917
Builder Investment Group
Georgia
$213K +$213K +12,198 New
HCP
918
Hexagon Capital Partners
Arkansas
$212K +$16.7K +957 +9%
DWA
919
Divergent Wealth Advisors
Utah
$212K +$212K +12,117 New
BC
920
Bowman & Company
Wisconsin
$211K +$211K +12,108 New
PIP
921
Peachtree Investment Partners
Florida
$211K -$26.7K -1,530 -11%
MIM
922
Macroview Investment Management
Maryland
$210K +$628 +36 +0.3%
BlackRock
923
BlackRock
New York
$209K -$964K -55,206 -82%
ARIS
924
Advanced Research Investment Solutions
California
$209K +$209K +12,000 New
GAM
925
GEM Asset Management
Michigan
$207K +$207K +11,859 New
35 36
37
38 39