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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 %
SWM
926
Sugarloaf Wealth Management
Georgia
$149K – – –
Fifth Third Bancorp
927
Fifth Third Bancorp
Ohio
$141K +$7.24K +429 +5%
AWA
928
Alaska Wealth Advisors
Alaska
$138K -$5.57K -330 -4%
PO
929
Private Ocean
California
$137K -$14.9K -885 -10%
GWSG
930
GPS Wealth Strategies Group
Colorado
$134K +$51 +3 +0%
MAWA
931
Moss Adams Wealth Advisors
Washington
$131K +$131K +7,740 New
NG
932
NWK Group
California
$123K -$30.7K -1,821 -20%
UB
933
UMB Bank
Missouri
$121K – – –
LC
934
Lindbrook Capital
California
$117K – – –
LB
935
Legacy Bridge
Iowa
$110K – – –
SIS
936
Sound Income Strategies
Florida
$107K – – –
PWMG
937
Prestige Wealth Management Group
New Jersey
$103K -$37.7K -2,238 -27%
AWM
938
Atticus Wealth Management
Florida
$101K +$11.3K +669 +13%
PFP
939
Pinnacle Financial Partners
Tennessee
$101K – – –
SC
940
Stephens Consulting
Michigan
$101K – – –
POIA
941
Pin Oak Investment Advisors
Texas
$101K – – –
CWM
942
Cedar Wealth Management
California
$99.7K +$1.01K +60 +1%
LFA
943
Legend Financial Advisors
Pennsylvania
$96.4K +$51 +3 +0.1%
RG
944
Retirement Group
California
$95.7K – – –
CP
945
Castleview Partners
Texas
$94.1K +$94.1K +5,580 New
TRCT
946
Tower Research Capital (TRC)
New York
$91K -$5.41M -320,829 -98%
NRC
947
New Republic Capital
North Carolina
$89.1K – – –
TFGT
948
TS Financial Group (TSFG)
Illinois
$83K +$203 +12 +0.2%
TCPG
949
Trivant Custom Portfolio Group
California
$81K – – –
LFA
950
Level Financial Advisors
New York
$79.9K -$759 -45 -0.9%
36 37
38
39 40