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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 %
MCA
926
MSH Capital Advisors
Arizona
$207K -$61.3K -3,513 -23%
PCM
927
Presidio Capital Management
California
$206K +$206K +11,796 New
WWM
928
Wagner Wealth Management
South Carolina
$204K +$7.49K +429 +4%
OWA
929
One Wealth Advisors
California
$204K -$64.9K -3,717 -24%
B
930
Bridgeworth
Alabama
$203K -$54.8K -3,138 -21%
SIA
931
Soltis Investment Advisors
Utah
$202K -$62.6K -3,588 -24%
SWP
932
Strategic Wealth Partners
Ohio
$202K +$202K +11,574 New
H
933
HoyleCohen
California
$202K -$79K -4,524 -28%
DC
934
Davenport & Co
Virginia
$202K +$202K +11,547 New
GWWM
935
Great Waters Wealth Management
Minnesota
$201K -$14.7K -843 -7%
AP
936
Arlington Partners
Alabama
$199K +$199K +11,412 New
TWM
937
Tradition Wealth Management
Minnesota
$196K +$472 +27 +0.2%
GBT
938
Grove Bank & Trust
Florida
$192K – – –
SAG
939
Spotlight Asset Group
Illinois
$190K +$190K +10,872 New
GWSA
940
Global Wealth Strategies & Associates
Colorado
$189K +$126K +7,221 +200%
VCM
941
Vigilant Capital Management
Maine
$163K -$99.4K -5,700 -38%
RF
942
Robbins Farley
New Hampshire
$161K -$5.76K -330 -3%
NG
943
NWK Group
California
$159K -$367 -21 -0.2%
Citigroup
944
Citigroup
New York
$158K +$151K +8,655 +2,186%
PO
945
Private Ocean
California
$157K +$130K +7,467 +486%
SWM
946
Sugarloaf Wealth Management
Georgia
$154K – – –
BCMLT
947
Beacon Capital Management LLC (Tennessee)
Tennessee
$151K – – –
AWA
948
Alaska Wealth Advisors
Alaska
$149K – – –
WBCM
949
Wilson & Boucher Capital Management
California
$148K +$148K +8,505 New
PWMG
950
Prestige Wealth Management Group
New Jersey
$146K – – –
36 37
38
39 40