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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.

Holders
1,068
Holders Change
+32
Holders Change %
+3.09%
% of All Funds
16.85%
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
1
Diversified
Delaware
$87.2M
2
FEG
2
Fund Evaluation Group
Ohio
$53.6M
3
MWM
3
Modera Wealth Management
New Jersey
$35.8M
4
CSIA
4
Charles Schwab Investment Advisory
California
$5B
5
TC
5
TownSquare Capital
Utah
$24.4M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$301M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$404M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.41B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.6M
5
SFMG
5
Sage Financial Management Group
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
76
Appleton Partners
Massachusetts
$32.7M -$1.49M -85,533 -4%
AFS
77
Access Financial Services
Minnesota
$32.6M +$1.56M +89,598 +5%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$32.6M +$1.83M +104,979 +6%
MI
79
Moneywise Inc
Virginia
$32.3M -$1.52M -86,805 -4%
MSWM
80
McGlone Suttner Wealth Management
Wisconsin
$32.3M +$2.33M +133,305 +8%
BFG
81
Berger Financial Group
Minnesota
$32M +$1.63M +93,273 +5%
NC
82
NewSquare Capital
Pennsylvania
$32M +$1.93M +110,415 +6%
HI
83
Harbour Investments
Wisconsin
$31.8M +$2M +114,846 +7%
Ameriprise
84
Ameriprise
Minnesota
$31.6M -$2.68M -153,276 -8%
FVWA
85
Foster Victor Wealth Advisors
South Carolina
$30.4M -$1.07M -61,536 -3%
CWM
86
Congress Wealth Management
Massachusetts
$30M -$1.63M -93,153 -5%
AF
87
Allworth Financial
California
$29.8M -$1.51M -86,478 -5%
AAMA
88
Advanced Asset Management Advisors
Ohio
$29.5M – – –
MTC
89
Matrix Trust Company
Colorado
$29M +$156K +8,919 +0.5%
Wells Fargo
90
Wells Fargo
California
$28.4M +$157K +9,006 +0.6%
FFN
91
Focus Financial Network
Minnesota
$28.1M +$915K +52,428 +3%
CF
92
Cantor Fitzgerald
New York
$27.9M -$752K -43,062 -3%
VC
93
Veery Capital
Delaware
$26.9M +$1.75M +100,158 +7%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$26.1M -$202K -11,586 -0.8%
MF
95
Manchester Financial
California
$26M -$627K -35,931 -2%
DB
96
Dravo Bay
Delaware
$25.8M +$91.9K +5,265 +0.4%
BA
97
Ballast Advisors
Minnesota
$25.7M -$1.03M -59,055 -4%
RA
98
Rational Advisors
New York
$25.3M -$1.48M -84,930 -6%
OPS
99
Orion Portfolio Solutions
Nebraska
$25.1M -$1.34M -76,587 -5%
BCI
100
Brinker Capital Investments
Pennsylvania
$25.1M -$1.34M -76,587 -5%
2 3
4
5 6