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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 %
WC
1076
Wealth CMT
New Jersey
– -$1.44M -89,196 Closed
DI
1077
DFPG Investments
Utah
– -$982K -60,903 Closed
GBWM
1078
Granite Bay Wealth Management
New Hampshire
– -$877K -54,405 Closed
SCI
1079
Stableford Capital II
Arizona
– -$683K -45,408 Closed
DACG
1080
Donor Advised Charitable Giving
California
– -$717K -44,460 Closed
ASFA
1081
All Season Financial Advisors
Colorado
– -$580K -35,961 Closed
SPP
1082
Single Point Partners
Massachusetts
– -$570K -35,379 Closed
HF
1083
HRT Financial
New York
– -$423K -26,280 Closed
SCA
1084
Stillwater Capital Advisors
Pennsylvania
– -$423K -26,226 Closed
PCA
1085
Prosperity Capital Advisors
Ohio
– -$385K -23,907 Closed
LWMNY
1086
Landmark Wealth Management (New York)
New York
– -$370K -22,932 Closed
Wolverine Trading
1087
Wolverine Trading
Illinois
– -$355K -22,359 Closed
WA
1088
Wambolt & Associates
Colorado
– -$337K -20,841 Closed
BAM
1089
Belpointe Asset Management
Nevada
– -$334K -20,745 Closed
DFG
1090
Delta Financial Group
New Jersey
– -$317K -19,650 Closed
AWE
1091
Avidian Wealth Enterprises
Texas
– -$306K -18,963 Closed
C
1092
CEDRUS
Colorado
– -$304K -18,876 Closed
KeyBank National Association
1093
KeyBank National Association
Ohio
– -$258K -15,999 Closed
RSWM
1094
Robertson Stephens Wealth Management
California
– -$253K -15,687 Closed
IA
1095
IFG Advisors
Missouri
– -$233K -14,469 Closed
RPG
1096
Resource Planning Group
Georgia
– -$231K -14,328 Closed
LGA
1097
Lebenthal Global Advisors
New York
– -$208K -12,912 Closed
GP
1098
Girard Partners
Pennsylvania
– -$200K -12,417 Closed
AWM
1099
Accel Wealth Management
Iowa
– -$111K -6,900 Closed
CSWM
1100
Cassady Schiller Wealth Management
Ohio
– -$57.8K -3,582 Closed
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44
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