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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 %
IFA
1051
Index Fund Advisors
California
– -$2.66M -152,439 Closed
FTUS
1052
Flow Traders U.S.
New York
– -$2.54M -145,686 Closed
Janney Montgomery Scott
1053
Janney Montgomery Scott
Pennsylvania
– -$2.23M -127,929 Closed
LWM
1054
Laidlaw Wealth Management
New York
– -$2.06M -117,957 Closed
FA
1055
FDx Advisors
Illinois
– -$1.7M -97,512 Closed
FT
1056
Fiduciary Trust
Massachusetts
– -$1.33M -76,446 Closed
TSS
1057
Two Sigma Securities
New York
– -$1.33M -76,125 Closed
MS
1058
Madden Securities
Texas
– -$1.1M -62,844 Closed
Renaissance Technologies
1059
Renaissance Technologies
New York
– -$906K -51,900 Closed
CI
1060
CX Institutional
Indiana
– -$759K -43,473 Closed
BB
1061
Bell Bank
North Dakota
– -$741K -42,447 Closed
YIH
1062
Y-Intercept (HK)
Hong Kong
– -$706K -40,443 Closed
MFG
1063
Merit Financial Group
Georgia
– -$691K -39,579 Closed
BWM
1064
BlackDiamond Wealth Management
New York
– -$656K -36,501 Closed
OP
1065
ORG Partners
Indiana
– -$615K -35,166 Closed
GS
1066
GTS Securities
New York
– -$542K -31,053 Closed
TI
1067
Trexquant Investment
Connecticut
– -$491K -28,107 Closed
CW
1068
CreativeOne Wealth
Kansas
– -$466K -26,718 Closed
2L
1069
25 LLC
Missouri
– -$356K -20,040 Closed
TCMP
1070
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$335K -19,194 Closed
TRIA
1071
Trail Ridge Investment Advisors
Colorado
– -$312K -17,856 Closed
TP
1072
Tranquility Partners
Tennessee
– -$311K -17,820 Closed
VIA
1073
Vident Investment Advisory
Georgia
– -$293K -16,761 Closed
CPA
1074
Cardiff Park Advisors
California
– -$273K -15,660 Closed
BBA
1075
Braun-Bostich & Associates
Pennsylvania
– -$269K -15,438 Closed
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