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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 %
DWMG
1026
DB Wealth Management Group
California
$13.3K – – –
JFA
1027
JNBA Financial Advisors
Minnesota
$12.3K +$12.3K +702 New
AIC
1028
Archer Investment Corporation
Indiana
$11.1K +$11.1K +636 New
HCM
1029
Horrell Capital Management
Arkansas
$11K – – –
TWD
1030
True Wealth Design
Ohio
$10.7K – – –
AWM
1031
Aberdeen Wealth Management
Illinois
$10.5K – – –
TWC
1032
TD Waterhouse Canada
Ontario, Canada
$9.44K +$9.44K +540 New
AAG
1033
Armstrong Advisory Group
Massachusetts
$8.96K – – –
FPF
1034
First Pacific Financial
Washington
$8.94K +$8.94K +513 New
IPW
1035
Impact Partnership Wealth
Georgia
$8.75K +$8.75K +501 New
WIM
1036
Westside Investment Management
California
$8.38K – – –
AA
1037
Atmos Advisory
Pennsylvania
$8.22K – – –
PP
1038
Pacifica Partners
Canada
$7.86K – – –
CCM
1039
Chilton Capital Management
Texas
$7.86K – – –
EWM
1040
Endurance Wealth Management
Rhode Island
$7K – – –
SWA
1041
SOA Wealth Advisors
New York
$6.08K – – –
QCG
1042
Quadrant Capital Group
Ohio
$5.66K – – –
FFA
1043
Fairfield Financial Advisors
Massachusetts
$5.5K – – –
IGWM
1044
ICA Group Wealth Management
Colorado
$5.24K +$5.24K +300 New
CSB
1045
City State Bank
Iowa
$5K -$5K -300 -50%
CWP
1046
Concord Wealth Partners
Virginia
$4.92K – – –
BCM
1047
Bourgeon Capital Management
Connecticut
$4.71K – – –
KFI
1048
Key Financial Inc
Pennsylvania
$4.71K – – –
WWM
1049
Wolff Wiese Magana
California
$4.4K +$4.4K +252 New
RIA
1050
Realta Investment Advisors
Delaware
$4.19K +$4.19K +240 New
40 41
42
43 44