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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 %
KSWA
976
Kathleen S. Wright Associates
Pennsylvania
$79.7K -$3.04K -174 -4%
BWA
977
BDO Wealth Advisors
Florida
$76.1K -$19.2K -1,101 -20%
GJIA
978
Glass Jacobson Investment Advisors
Maryland
$75.7K +$75.7K +4,335 New
OLVIG
979
Oliver Lagore Vanvalin Investment Group
Michigan
$74.4K +$74.4K +4,263 New
BWM
980
Baystate Wealth Management
Massachusetts
$70.3K +$52 +3 +0.1%
CCP
981
Clarkston Capital Partners
Michigan
$70.2K -$11.1K -636 -14%
GWS
982
Glassman Wealth Services
Virginia
$64.6K -$63.2K -3,621 -49%
SIS
983
Strategic Investment Solutions
Illinois
$64.1K -$4.03K -243 -6%
RP
984
Rice Partnership
Hawaii
$61.5K – – –
BWL
985
Bogart Wealth LLC
Virginia
$60.6K -$42.3K -2,421 -41%
CAL
986
Capital Analysts LLC
Pennsylvania
$57K +$210 +12 +0.4%
MRCM
987
M&R Capital Management
New Jersey
$56.6K +$23.9K +1,371 +73%
GWM
988
Guardian Wealth Management
Illinois
$53.8K +$105 +6 +0.2%
LWA
989
Lowe Wealth Advisors
Maryland
$53.7K – – –
ST
990
Smithfield Trust
Pennsylvania
$53K – – –
CFS
991
CGC Financial Services
Oregon
$52.4K +$52.4K +3,000 New
CIM
992
Contravisory Investment Management
Massachusetts
$51.5K +$10.8K +618 +27%
TAM
993
Tucker Asset Management
Colorado
$50K +$9.43K +540 +23%
BFEC
994
Benjamin F. Edwards & Company
Missouri
$48K – – –
WT
995
Washington Trust
Rhode Island
$47.4K – – –
JFGIW
996
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K -$150K -8,586 -77%
NFSG
997
Newbridge Financial Services Group
Florida
$44.4K +$52 +3 +0.1%
ME
998
McIlrath & Eck
Washington
$42.7K -$3.04K -174 -7%
TFM
999
TFC Financial Management
Massachusetts
$42.7K +$105 +6 +0.2%
BL
1000
Balentine LLC
Georgia
$41K +$41K +2,349 New
38 39
40
41 42