SCHX icon

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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$392M
2
Cerity Partners
2
Cerity Partners
New York
$231M
3
Charles Schwab
3
Charles Schwab
California
$2.31B
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$56.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$4.87B

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$1.22B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$368M
4
YAL
4
Your Advocates Ltd
Texas
$882K
5
LFG
5
Leverty Financial Group
Wisconsin
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
76
NewSquare Capital
Pennsylvania
$32.4M +$2.36M +143,982 +8%
AFS
77
Access Financial Services
Minnesota
$31.8M +$289K +17,124 +0.9%
AP
78
Appleton Partners
Massachusetts
$31.7M +$161K +9,546 +0.5%
BFG
79
Berger Financial Group
Minnesota
$31.4M +$444K +26,316 +1%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$30.3M +$6.28M +372,159 +26%
IAS
81
IMA Advisory Services
Colorado
$30.2M -$2.84M -168,360 -9%
MI
82
Moneywise Inc
Virginia
$29.9M -$1.36M -80,838 -4%
Wells Fargo
83
Wells Fargo
California
$29.2M +$1.78M +105,711 +7%
Ameriprise
84
Ameriprise
Minnesota
$29.1M -$1.45M -85,956 -5%
MTC
85
Matrix Trust Company
Colorado
$28.9M +$852K +50,535 +3%
AAMA
86
Advanced Asset Management Advisors
Ohio
$28.5M – – –
FVWA
87
Foster Victor Wealth Advisors
South Carolina
$28.4M -$1.09M -64,398 -4%
AA
88
Ashford Advisors
New York
$28.3M -$4.38M -259,635 -13%
FFN
89
Focus Financial Network
Minnesota
$27.4M +$251K +14,856 +0.9%
AF
90
Allworth Financial
California
$27.3M -$1.46M -86,496 -5%
LFG
91
Leverty Financial Group
Wisconsin
$26.9M -$19.6M -1,163,154 -42%
CAAM
92
Cornerstone Advisors Asset Management
Pennsylvania
$26.5M +$3.15M +186,579 +13%
VC
93
Veery Capital
Delaware
$26.5M +$508K +30,108 +2%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$26.5M +$1.28M +76,095 +5%
DB
95
Dravo Bay
Delaware
$25.8M +$875K +51,870 +4%
CF
96
Cantor Fitzgerald
New York
$25.6M -$1.37M -81,090 -5%
CWM
97
Congress Wealth Management
Massachusetts
$24.7M -$4.33M -256,623 -15%
OPS
98
Orion Portfolio Solutions
Nebraska
$24.5M +$294K +17,436 +1%
BCI
99
Brinker Capital Investments
Pennsylvania
$24.5M +$294K +17,436 +1%
FI
100
FIDELIS iM
Oregon
$24.2M +$274K +16,251 +1%
2 3
4
5 6