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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
$87.2M
2
FEG
Fund Evaluation Group
Ohio
$53.6M
3
MWM
Modera Wealth Management
New Jersey
$35.8M
4
CSIA
Charles Schwab Investment Advisory
California
$5B
5
TC
TownSquare Capital
Utah
$24.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$301M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$404M
3
SEI Investments
SEI Investments
Pennsylvania
$1.41B
4
Osaic Holdings
Osaic Holdings
Arizona
$23.6M
5
SFMG
Sage Financial Management Group
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
951
GPS Wealth Strategies Group
Colorado
$138K +$105 +6 +0.1%
Fifth Third Bancorp
952
Fifth Third Bancorp
Ohio
$138K -$35.1K -2,010 -20%
EWA
953
EverSource Wealth Advisors
Alabama
$134K +$42.5K +2,436 +46%
HT
954
Headlands Technologies
Illinois
$132K +$132K +7,566 New
GT
955
Glenmede Trust
Pennsylvania
$130K – – –
UB
956
UMB Bank
Missouri
$126K – – –
HS
957
Horan Securities
United States
$122K -$210 -12 -0.2%
LC
958
Lindbrook Capital
California
$121K – – –
HPC
959
HM Payson & Co
Maine
$117K – – –
LB
960
Legacy Bridge
Iowa
$114K – – –
SIS
961
Sound Income Strategies
Florida
$111K -$24.8K -1,419 -18%
TCWA
962
Ten Capital Wealth Advisors
Washington
$106K -$162K -9,318 -60%
POIA
963
Pin Oak Investment Advisors
Texas
$105K – – –
PFP
964
Pinnacle Financial Partners
Tennessee
$105K – – –
SC
965
Stephens Consulting
Michigan
$105K +$105 +6 +0.1%
CWM
966
Cedar Wealth Management
California
$102K -$31.6K -1,809 -24%
LFA
967
Legend Financial Advisors
Pennsylvania
$99.7K +$52 +3 +0.1%
RG
968
Retirement Group
California
$99.1K – – –
AWM
969
Atticus Wealth Management
Florida
$93.1K +$942 +54 +1%
NRC
970
New Republic Capital
North Carolina
$92.2K – – –
TFGT
971
TS Financial Group (TSFG)
Illinois
$85K +$156 +9 +0.2%
TCPG
972
Trivant Custom Portfolio Group
California
$83.8K – – –
LFA
973
Level Financial Advisors
New York
$83.5K -$6.39K -366 -7%
OHWP
974
Oak Harbor Wealth Partners
North Carolina
$81.6K +$81.6K +4,677 New
SS
975
Sunbelt Securities
Texas
$80.1K +$314 +18 +0.4%
37 38
39
40 41