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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 %
RWPA
1026
Richard W. Paul & Associates
Michigan
$2.29K +$1.37K +81 +150%
WWM
1027
Wolff Wiese Magana
California
$2.13K -$2.13K -126 -50%
Russell Investments Group
1028
Russell Investments Group
United Kingdom
$2K – – –
BLC
1029
Brown, Lisle/Cummings
Rhode Island
$1.97K – – –
CCMI
1030
Creative Capital Management Investments
California
$1.87K +$1.87K +111 New
RCM
1031
Raleigh Capital Management
North Carolina
$1.38K – – –
EWM
1032
EPG Wealth Management
Georgia
$1.3K – – –
IPW
1033
Impact Partnership Wealth
Georgia
$1.21K -$7.23K -429 -86%
AA
1034
Addison Advisors
Vermont
$1.16K +$354 +21 +44%
SWM
1035
Sanctuary Wealth Management
Idaho
$1.14K +$1.14K +66 New
MFG
1036
Mendota Financial Group
Wisconsin
$1.11K – – –
EWP
1037
Elevation Wealth Partners
California
$1.01K – – –
PP
1038
PrairieView Partners
Minnesota
$1K – – –
BF
1039
BOK Financial
Oklahoma
$889 – – –
FCAS
1040
First Command Advisory Services
Texas
$810 +$810 +48 New
JHCP
1041
Jackson Hole Capital Partners
Oklahoma
$405 -$12.7K -750 -97%
MCM
1042
Manchester Capital Management
Vermont
$102 +$102 +6 New
KOC
1043
Koss-Olinger Consulting
Florida
– -$165M -9,457,608 Closed
EF
1044
Empowered Funds
Pennsylvania
– -$15.9M -909,435 Closed
AG
1045
Appleton Group
Wisconsin
– -$15.7M -899,670 Closed
PFC
1046
Phocas Financial Corp
California
– -$7.75M -443,937 Closed
RCA
1047
Reitz Capital Advisors
Michigan
– -$3.41M -195,093 Closed
KM
1048
Kalos Management
Georgia
– -$3.29M -188,349 Closed
OMC
1049
Old Mission Capital
Illinois
– -$3.04M -174,021 Closed
Jane Street
1050
Jane Street
New York
– -$2.8M -160,590 Closed
40 41
42
43 44