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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 %
CI
1001
Cordant Inc
Oregon
$12.9K – – –
DWMG
1002
DB Wealth Management Group
California
$12.8K – – –
AIC
1003
Archer Investment Corporation
Indiana
$10.7K – – –
OLVIG
1004
Oliver Lagore Vanvalin Investment Group
Michigan
$10.5K -$61.4K -3,639 -85%
AWM
1005
Aberdeen Wealth Management
Illinois
$10.1K – – –
HCM
1006
Horrell Capital Management
Arkansas
$10K – – –
FPF
1007
First Pacific Financial
Washington
$8.67K – – –
WIM
1008
Westside Investment Management
California
$8.1K – – –
PP
1009
Pacifica Partners
Canada
$7.53K – – –
AA
1010
Atmos Advisory
Pennsylvania
$6.17K -$1.77K -105 -22%
SWA
1011
SOA Wealth Advisors
New York
$5.87K – – –
QCG
1012
Quadrant Capital Group
Ohio
$5.47K – – –
FFA
1013
Fairfield Financial Advisors
Massachusetts
$5.34K – – –
KA
1014
Kozak & Associates
Colorado
$5.22K -$15.7K -933 -75%
CWP
1015
Concord Wealth Partners
Virginia
$4.77K – – –
BCM
1016
Bourgeon Capital Management
Connecticut
$4.55K – – –
KFI
1017
Key Financial Inc
Pennsylvania
$4.55K – – –
RIA
1018
Realta Investment Advisors
Delaware
$4.19K – – –
HDIM
1019
Hanson & Doremus Investment Management
Vermont
$4K – – –
TF
1020
Tompkins Financial
New York
$4K – – –
CFGS
1021
Concourse Financial Group Securities
Alabama
$3.74K – – –
GFPC
1022
Global Financial Private Client
Florida
$3.24K – – –
OAJ
1023
Ogorek Anthony Joseph
New York
$3K – – –
HGERS
1024
Householder Group Estate & Retirement Specialist
Arizona
$2.94K +$2.94K +174 New
GEA
1025
Glen Eagle Advisors
New Jersey
$2.5K -$51 -3 -2%
39 40
41
42 43