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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
+$219M
2
Cerity Partners
Cerity Partners
New York
+$197M
3
Charles Schwab
Charles Schwab
California
+$84.9M
4
GBWM
Granite Bay Wealth Management
New Hampshire
+$56.1M
5
CSIA
Charles Schwab Investment Advisory
California
+$36.7M

Top Sellers

1
KOC
Koss-Olinger Consulting
Florida
-$165M
2
SEI Investments
SEI Investments
Pennsylvania
-$141M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.8M
4
YAL
Your Advocates Ltd
Texas
-$20.4M
5
LFG
Leverty Financial Group
Wisconsin
-$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
976
Balentine LLC
Georgia
$39.6K – – –
HF
977
Halpern Financial
Virginia
$39.5K – – –
National Bank of Canada
978
National Bank of Canada
Quebec, Canada
$37.9K – – –
CCM
979
Chilton Capital Management
Texas
$36.2K +$28.6K +1,695 +377%
FP
980
Financial Perspectives
Minnesota
$35.6K +$152 +9 +0.4%
BWP
981
Baldwin Wealth Partners
Massachusetts
$35.3K – – –
VCM
982
Versant Capital Management
Arizona
$35.2K – – –
CIA
983
Choate Investment Advisors
Massachusetts
$35K – – –
CMP
984
Coston McIsaac & Partners
Maine
$35K – – –
SIC
985
SJS Investment Consulting
Ohio
$32.7K – – –
CWC
986
Carolinas Wealth Consulting
North Carolina
$32.5K -$1.88K -114 -5%
CG
987
Cutler Group
California
$30K +$30K +1,800 New
HWM
988
HighMark Wealth Management
Minnesota
$28.5K +$101 +6 +0.4%
HBW
989
Hazlett, Burt & Watson
West Virginia
$27K -$1.18K -69 -4%
PCA
990
Providence Capital Advisors
North Carolina
$26.3K +$26.3K +1,560 New
MWM
991
Mascoma Wealth Management
New Hampshire
$25.2K – – –
DAM
992
Delta Asset Management
Tennessee
$22.8K -$3.8K -225 -14%
PGAM
993
Princeton Global Asset Management
New Jersey
$21.6K +$51 +3 +0.2%
MFA
994
McClarren Financial Advisors
Pennsylvania
$18K +$50 +3 +0.3%
TFG
995
Team Financial Group
California
$16.3K +$16.3K +969 New
AAP
996
Arax Advisory Partners
Colorado
$15.4K +$15.4K +912 New
BFP
997
Briaud Financial Planning
Texas
$15K +$15K +903 New
SVCP
998
Silicon Valley Capital Partners
California
$14.7K +$101 +6 +0.7%
SSG
999
Summit Securities Group
New York
$14K +$14K +810 New
CPG
1000
Cornerstone Planning Group
New Jersey
$13.3K – – –
38 39
40
41 42