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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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$392M
2
Cerity Partners
2
Cerity Partners
New York
$231M
3
Charles Schwab
3
Charles Schwab
California
$2.31B
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$56.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$4.87B

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$1.22B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$368M
4
YAL
4
Your Advocates Ltd
Texas
$882K
5
LFG
5
Leverty Financial Group
Wisconsin
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
1101
ICA Group Wealth Management
Colorado
– -$5.24K -300 Closed
PTC
1102
Private Trust Company
Ohio
– -$1.57K -90 Closed
CFFP
1103
Center for Financial Planning
Michigan
– -$629 -36 Closed
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