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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
$392M
2
Cerity Partners
Cerity Partners
New York
$231M
3
Charles Schwab
Charles Schwab
California
$2.31B
4
GBWM
Granite Bay Wealth Management
New Hampshire
$56.1M
5
CSIA
Charles Schwab Investment Advisory
California
$4.87B

Top Sellers

1
KOC
Koss-Olinger Consulting
Florida
$0
2
SEI Investments
SEI Investments
Pennsylvania
$1.22B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$368M
4
YAL
Your Advocates Ltd
Texas
$882K
5
LFG
Leverty Financial Group
Wisconsin
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
951
Glass Jacobson Investment Advisors
Maryland
$77.9K +$4.81K +285 +7%
KSWA
952
Kathleen S. Wright Associates
Pennsylvania
$76.4K -$557 -33 -0.7%
HL
953
HeadInvest LLC
Maine
$72K +$72K +4,272 New
BWM
954
Baystate Wealth Management
Massachusetts
$68K +$101 +6 +0.1%
CCP
955
Clarkston Capital Partners
Michigan
$67.8K – – –
RP
956
Rice Partnership
Hawaii
$67.1K +$7.64K +453 +13%
GWS
957
Glassman Wealth Services
Virginia
$63.5K +$1.06K +63 +2%
BWL
958
Bogart Wealth LLC
Virginia
$61.6K +$2.99K +177 +5%
Citadel Advisors
959
Citadel Advisors
Florida
$61.1K -$415K -24,591 -87%
JFGIW
960
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K +$13.6K +804 +30%
MRCM
961
M&R Capital Management
New Jersey
$57.5K +$2.89K +171 +5%
CAL
962
Capital Analysts LLC
Pennsylvania
$55K +$202 +12 +0.4%
GWM
963
Guardian Wealth Management
Illinois
$52.1K +$101 +6 +0.2%
LWA
964
Lowe Wealth Advisors
Maryland
$51.9K – – –
ST
965
Smithfield Trust
Pennsylvania
$51K – – –
CFS
966
CGC Financial Services
Oregon
$50.6K – – –
GI
967
Gradient Investments
Minnesota
$50K +$20.8K +1,236 +72%
CIM
968
Contravisory Investment Management
Massachusetts
$48.7K -$1.01K -60 -2%
TAM
969
Tucker Asset Management
Colorado
$48.3K – – –
BFEC
970
Benjamin F. Edwards & Company
Missouri
$47K – – –
WT
971
Washington Trust
Rhode Island
$45.8K – – –
NFSG
972
Newbridge Financial Services Group
Florida
$43K +$101 +6 +0.2%
CA
973
Centerpoint Advisors
Massachusetts
$42K +$42K +2,472 New
TFM
974
TFC Financial Management
Massachusetts
$41.4K +$101 +6 +0.2%
ME
975
McIlrath & Eck
Washington
$41.3K – – –
37 38
39
40 41