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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 %
ASI
1076
Advisory Services & Investments
Oregon
– -$249K -14,262 Closed
MBTD
1077
Mechanics Bank - Trust Department
California
– -$222K -12,696 Closed
CA
1078
Calton & Associates
Florida
– -$219K -12,522 Closed
FFWM
1079
Future Financial Wealth Management
Ohio
– -$218K -12,492 Closed
FA
1080
Fiduciary Alliance
South Carolina
– -$218K -12,480 Closed
KA
1081
Kovack Advisors
Florida
– -$215K -12,324 Closed
PCM
1082
Presidio Capital Management
California
– -$206K -11,796 Closed
OWA
1083
One Wealth Advisors
California
– -$204K -11,667 Closed
B
1084
Bridgeworth
Alabama
– -$203K -11,607 Closed
SIA
1085
Soltis Investment Advisors
Utah
– -$202K -11,589 Closed
SWP
1086
Strategic Wealth Partners
Ohio
– -$202K -11,574 Closed
GWWM
1087
Great Waters Wealth Management
Minnesota
– -$201K -11,526 Closed
AP
1088
Arlington Partners
Alabama
– -$199K -11,412 Closed
WBCM
1089
Wilson & Boucher Capital Management
California
– -$148K -8,505 Closed
GT
1090
Glenmede Trust
Pennsylvania
– -$130K -8,049 Closed
HT
1091
Headlands Technologies
Illinois
– -$132K -7,566 Closed
HS
1092
Horan Securities
United States
– -$122K -7,005 Closed
OHWP
1093
Oak Harbor Wealth Partners
North Carolina
– -$81.6K -4,677 Closed
PIAS
1094
PCA Investment Advisory Services
Ohio
– -$34.6K -1,977 Closed
SIM
1095
Studio Investment Management
Illinois
– -$16.3K -936 Closed
JFA
1096
JNBA Financial Advisors
Minnesota
– -$12.3K -702 Closed
TWD
1097
True Wealth Design
Ohio
– -$10.7K -612 Closed
TWC
1098
TD Waterhouse Canada
Ontario, Canada
– -$9.44K -540 Closed
AAG
1099
Armstrong Advisory Group
Massachusetts
– -$8.96K -513 Closed
CSB
1100
City State Bank
Iowa
– -$5K -300 Closed
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