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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 %
BC
901
Bowman & Company
Wisconsin
$205K +$810 +48 +0.4%
MSA
902
McAlister Sweet & Associates
Texas
$204K -$35.6K -2,112 -15%
FWP
903
Falcon Wealth Planning
California
$204K +$204K +12,066 New
MA
904
MKT Advisors
California
$203K – – –
BlackRock
905
BlackRock
New York
$202K +$51 +3 +0%
ARIS
906
Advanced Research Investment Solutions
California
$202K – – –
MCA
907
MSH Capital Advisors
Arizona
$200K +$759 +45 +0.4%
GAM
908
GEM Asset Management
Michigan
$200K – – –
AWA
909
Arete Wealth Advisors
Illinois
$200K +$200K +11,859 New
Citigroup
910
Citigroup
New York
$196K +$43.1K +2,553 +28%
HCP
911
Hexagon Capital Partners
Arkansas
$195K -$9.51K -564 -5%
PIP
912
Peachtree Investment Partners
Florida
$185K -$18.6K -1,104 -9%
GBT
913
Grove Bank & Trust
Florida
$185K – – –
SAG
914
Spotlight Asset Group
Illinois
$183K – – –
GWSA
915
Global Wealth Strategies & Associates
Colorado
$176K -$6.38K -378 -3%
SS
916
Sunbelt Securities
Texas
$176K +$98.6K +5,847 +127%
WCG
917
Wall Capital Group
Arizona
$176K -$196K -11,466 -53%
FIM
918
FWL Investment Management
Texas
$174K +$174K +10,311 New
SL
919
Salomon & Ludwin
Virginia
$166K +$166K +9,837 New
RF
920
Robbins Farley
New Hampshire
$164K +$7.54K +447 +5%
Qube Research & Technologies (QRT)
921
Qube Research & Technologies (QRT)
United Kingdom
$162K -$1.28M -75,630 -89%
HPC
922
HM Payson & Co
Maine
$151K +$38.3K +2,271 +34%
EWA
923
EverSource Wealth Advisors
Alabama
$151K +$21.7K +1,284 +17%
BCMLT
924
Beacon Capital Management LLC (Tennessee)
Tennessee
$151K – – –
OFG
925
Oxford Financial Group
Indiana
$150K -$461K -27,360 -75%
35 36
37
38 39