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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 %
TF
1051
Tompkins Financial
New York
$4.14K – – –
HDIM
1052
Hanson & Doremus Investment Management
Vermont
$4K – – –
CFGS
1053
Concourse Financial Group Securities
Alabama
$3.88K – – –
GFPC
1054
Global Financial Private Client
Florida
$3.36K – – –
FCAG
1055
First Capital Advisors Group
New Jersey
$3.05K – – –
OAJ
1056
Ogorek Anthony Joseph
New York
$3K – – –
GEA
1057
Glen Eagle Advisors
New Jersey
$2.57K +$51 +3 +2%
Russell Investments Group
1058
Russell Investments Group
United Kingdom
$2.06K – – –
BLC
1059
Brown, Lisle/Cummings
Rhode Island
$2.04K – – –
PTC
1060
Private Trust Company
Ohio
$1.57K +$1.57K +90 New
RCM
1061
Raleigh Capital Management
North Carolina
$1.42K – – –
EWM
1062
EPG Wealth Management
Georgia
$1.34K -$8.48K -492 -86%
MFG
1063
Mendota Financial Group
Wisconsin
$1.15K +$1.15K +66 New
EWP
1064
Elevation Wealth Partners
California
$1.05K +$1.05K +60 New
PP
1065
PrairieView Partners
Minnesota
$1K – – –
BF
1066
BOK Financial
Oklahoma
$943 -$19K -1,086 -95%
RWPA
1067
Richard W. Paul & Associates
Michigan
$933 -$1.04K -60 -53%
AA
1068
Addison Advisors
Vermont
$838 -$2.62K -150 -76%
CFFP
1069
Center for Financial Planning
Michigan
$629 – – –
SFMG
1070
Sage Financial Management Group
Virginia
– -$21.4M -1,325,136 Closed
BWM
1071
BCS Wealth Management
Tennessee
– -$14.6M -907,683 Closed
NL
1072
NEPC LLC
Massachusetts
– -$9.86M -611,352 Closed
LWM
1073
Liberty Wealth Management
California
– -$4.52M -286,710 Closed
LFAS
1074
Level Four Advisory Services
Texas
– -$4.29M -265,887 Closed
GFP
1075
Guardian Financial Partners
California
– -$2.82M -174,993 Closed
41 42
43
44 45