SCHX icon

Schwab US Large- Cap ETF

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.

Holders
1,068
Holders Change
+32
Holders Change %
+3.09%
% of All Funds
16.85%
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
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
101
Athena Investment Management
California
$25.1M +$101K +5,796 +0.4%
MFGP
102
Marshall Financial Group (Pennsylvania)
Pennsylvania
$24.9M -$59.4K -3,402 -0.2%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$24.9M +$6.43M +368,211 +35%
FI
104
FIDELIS iM
Oregon
$24.8M +$433K +24,816 +2%
SFG
105
SNS Financial Group
Minnesota
$24.4M -$38.6K -2,214 -0.2%
TC
106
TownSquare Capital
Utah
$24.4M +$23.4M +1,339,236 +2,252%
SWA
107
Sutton Wealth Advisors
Florida
$24.4M -$3.67K -210 -0%
CAAM
108
Cornerstone Advisors Asset Management
Pennsylvania
$24.2M +$3.42M +195,810 +16%
BA
109
Bristlecone Advisors
Washington
$23.9M +$693K +39,687 +3%
MIA
110
Milestone Investment Advisors
Wisconsin
$23.7M -$143K -8,166 -0.6%
Osaic Holdings
111
Osaic Holdings
Arizona
$23.6M -$65.3M -3,745,023 -73%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$23.5M +$16.5M +956,949 +235%
CWAG
113
Carlsbad Wealth Advisory Group
California
$23.3M +$23.3M +1,335,606 New
KWM
114
Kolinsky Wealth Management
New Jersey
$23.1M -$452K -26,199 -2%
BWM
115
Brown Wealth Management
Illinois
$23.1M +$23.1M +1,323,210 New
BWA
116
Burt Wealth Advisors
Maryland
$22.8M +$1.07M +61,242 +5%
VAS
117
Valicenti Advisory Services
New York
$22.5M -$1.45M -83,055 -6%
SDWMA
118
Schneider Downs Wealth Management Advisors
Pennsylvania
$22.4M +$949K +54,372 +4%
BAAM
119
Baker Avenue Asset Management
California
$22.3M +$1.79M +102,321 +9%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$22.1M +$1.31M +75,039 +6%
NDSI
121
Newman Dignan & Sheerar Inc
Rhode Island
$22.1M +$2.19M +125,709 +11%
YAL
122
Your Advocates Ltd
Texas
$22M +$123K +7,059 +0.6%
CCA
123
Clearwater Capital Advisors
Illinois
$21.7M -$1.14M -65,397 -5%
DWM
124
Destination Wealth Management
California
$21.4M -$1.62M -92,901 -7%
MSFS
125
Main Street Financial Solutions
Pennsylvania
$21M +$560K +32,055 +3%