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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 %
AIM
101
Athena Investment Management
California
$24.1M -$102K -6,048 -0.4%
BA
102
Ballast Advisors
Minnesota
$24.1M -$715K -42,384 -3%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$24M +$2.61M +154,455 +12%
MF
104
Manchester Financial
California
$23.9M -$1.18M -69,915 -5%
SWA
105
Sutton Wealth Advisors
Florida
$23.8M +$212K +12,567 +0.9%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$23.3M +$262K +15,480 +1%
BAAM
107
Baker Avenue Asset Management
California
$23.2M +$1.65M +98,088 +8%
MIA
108
Milestone Investment Advisors
Wisconsin
$23.1M +$264K +15,657 +1%
SFG
109
SNS Financial Group
Minnesota
$23.1M -$530K -31,440 -2%
TC
110
TownSquare Capital
Utah
$23M -$593K -35,145 -3%
MFGP
111
Marshall Financial Group (Pennsylvania)
Pennsylvania
$22.9M -$1.16M -68,928 -5%
NFG
112
Northeast Financial Group
Pennsylvania
$22.4M +$2.51M +148,902 +13%
NDSI
113
Newman Dignan & Sheerar Inc
Rhode Island
$22.4M +$1.04M +61,368 +5%
BWA
114
Burt Wealth Advisors
Maryland
$22.2M +$203K +12,060 +0.9%
BA
115
Bristlecone Advisors
Washington
$22.2M -$930K -55,167 -4%
KWM
116
Kolinsky Wealth Management
New Jersey
$22.2M -$446K -26,445 -2%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$22.1M -$12.6M -746,385 -36%
SDWMA
118
Schneider Downs Wealth Management Advisors
Pennsylvania
$22M +$393K +23,328 +2%
RA
119
Rational Advisors
New York
$21.4M -$3.08M -182,313 -13%
VAS
120
Valicenti Advisory Services
New York
$21.4M -$425K -25,176 -2%
BWM
121
Brown Wealth Management
Illinois
$20.8M -$1.5M -88,899 -7%
FCM
122
Fortis Capital Management
Washington
$20.7M +$591K +35,037 +3%
Stifel Financial
123
Stifel Financial
Missouri
$20.6M +$7.96M +472,095 +63%
VFIC
124
Valley Forge Investment Consultants
Pennsylvania
$20.6M +$579K +34,305 +3%
PAG
125
Powers Advisory Group
Illinois
$20.2M +$484K +28,692 +2%
3 4
5
6 7