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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 %
GG
126
Gleason Group
Kentucky
$20.2M +$1.9M +112,803 +10%
DWM
127
Destination Wealth Management
California
$20M -$656K -38,910 -3%
RDWM
128
Red Door Wealth Management
Tennessee
$19.7M +$691K +40,959 +4%
MFC
129
Morris Financial Concepts
South Carolina
$19.5M -$1.87K -111 -0%
SJIM
130
St. Johns Investment Management
Florida
$19.3M -$229K -13,605 -1%
BHB
131
Bank Hapoalim BM
Israel
$19.2M – – –
SAM
132
Sawgrass Asset Management
Florida
$19.2M +$14.7M +872,805 +328%
AA
133
Ancora Advisors
Ohio
$19.1M -$231K -13,692 -1%
KCPG
134
Kavar Capital Partners Group
Kansas
$18.7M -$330K -19,593 -2%
CG
135
Colony Group
Massachusetts
$18.5M -$520K -30,828 -3%
DAS
136
Dynamic Advisor Solutions
Arizona
$18.4M +$1.68M +99,648 +10%
ADL
137
Asset Dedication LLC
California
$18.3M -$894K -52,986 -5%
PWA
138
Pillar Wealth Advisors
Pennsylvania
$17.9M -$609K -36,093 -3%
SLT
139
St Louis Trust
Missouri
$17.7M +$382K +22,665 +2%
CPIG
140
Chicago Partners Investment Group
Illinois
$17.5M +$1.64M +98,850 +10%
MSFS
141
Main Street Financial Solutions
Pennsylvania
$17.4M -$2.84M -168,327 -14%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$17M +$463K +27,468 +3%
Osaic Holdings
143
Osaic Holdings
Arizona
$16.8M -$6.01M -356,217 -26%
BBPWM
144
Blue Bell Private Wealth Management
Pennsylvania
$16.5M -$208K -12,312 -1%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$16.4M +$1.17M +69,261 +8%
PWM
146
Provident Wealth Management
Tennessee
$16.2M +$94.8K +5,622 +0.6%
RCIM
147
Red Cedar Investment Management
Michigan
$16.1M +$3.02M +179,262 +23%
CAG
148
Compass Advisory Group
New York
$15.9M +$754K +44,727 +5%
KHC
149
Koesten Hirschmann & Crabtree
Kansas
$15.8M -$36.5K -2,163 -0.2%
SVWAG
150
Sound View Wealth Advisors Group
Georgia
$15.8M -$405K -24,036 -2%
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