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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 %
FCM
126
Fortis Capital Management
Washington
$20.8M +$610K +34,950 +3%
VFIC
127
Valley Forge Investment Consultants
Pennsylvania
$20.7M +$26.1K +1,497 +0.1%
NFG
128
Northeast Financial Group
Pennsylvania
$20.6M +$211K +12,102 +1%
PAG
129
Powers Advisory Group
Illinois
$20.5M -$81.6K -4,674 -0.4%
SJIM
130
St. Johns Investment Management
Florida
$20.2M +$504K +28,866 +3%
MFC
131
Morris Financial Concepts
South Carolina
$20.1M +$414K +23,718 +2%
AA
132
Ancora Advisors
Ohio
$20.1M -$600K -34,383 -3%
BHB
133
Bank Hapoalim BM
Israel
$19.9M – – –
ADL
134
Asset Dedication LLC
California
$19.8M -$870K -49,800 -4%
CG
135
Colony Group
Massachusetts
$19.7M -$595K -34,107 -3%
RDWM
136
Red Door Wealth Management
Tennessee
$19.7M -$364K -20,877 -2%
KCPG
137
Kavar Capital Partners Group
Kansas
$19.7M -$2.78M -159,333 -12%
PWA
138
Pillar Wealth Advisors
Pennsylvania
$19.1M -$571K -32,685 -3%
GG
139
Gleason Group
Kentucky
$19M +$204K +11,670 +1%
SLT
140
St Louis Trust
Missouri
$17.9M +$8.67M +496,407 +93%
ACA
141
Aptus Capital Advisors
Alabama
$17.5M +$1.03M +59,112 +6%
DAS
142
Dynamic Advisor Solutions
Arizona
$17.3M -$1.57M -90,057 -8%
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$17.3M -$338K -19,350 -2%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$17.1M +$8.54M +489,252 +100%
GWANC
145
Guardian Wealth Advisors (North Carolina)
North Carolina
$17M +$1.04M +59,367 +6%
CPIG
146
Chicago Partners Investment Group
Illinois
$17M +$1.2M +67,317 +8%
SVWAG
147
Sound View Wealth Advisors Group
Georgia
$16.8M +$352K +20,151 +2%
PWM
148
Provident Wealth Management
Tennessee
$16.7M -$495K -28,356 -3%
KHC
149
Koesten Hirschmann & Crabtree
Kansas
$16.4M -$99.2K -5,682 -0.6%
DBRC
150
D.B. Root & Company
Pennsylvania
$16.4M +$466K +26,685 +3%
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