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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 %
HCM
151
Hengehold Capital Management
Ohio
$16.4M -$169K -9,681 -1%
ACA
152
Ascension Capital Advisors
Texas
$16M -$123K -7,074 -0.8%
PFG
153
Piershale Financial Group
Illinois
$16M +$16M +915,579 +101,731%
EST
154
EA Series Trust
Pennsylvania
$15.9M +$15.9M +909,435 New
EF
155
Empowered Funds
Pennsylvania
$15.9M +$15.9M +909,435 New
AIM
156
Anchor Investment Management
South Carolina
$15.8M -$181K -10,395 -1%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$15.7M +$8.79M +503,793 +127%
AG
158
Appleton Group
Wisconsin
$15.7M -$96.6K -5,532 -0.6%
CAG
159
Compass Advisory Group
New York
$15.7M +$241K +13,806 +2%
SIC
160
Salem Investment Counselors
North Carolina
$15.6M +$391K +22,425 +3%
CCM
161
Coldstream Capital Management
Washington
$15.6M -$723K -41,445 -4%
BDF
162
Black Diamond Financial
Maryland
$15.5M -$285K -16,299 -2%
LBC
163
Lowe Brockenbrough & Co
Virginia
$15.4M -$18.1K -1,038 -0.1%
MCM
164
MAI Capital Management
Ohio
$15.2M -$2.08M -119,202 -12%
WA
165
WBH Advisory
Maryland
$14.8M +$198K +11,361 +1%
LIM
166
Leavell Investment Management
Alabama
$14.3M -$1.26M -72,036 -8%
AWM
167
Abound Wealth Management
Tennessee
$14.2M -$53.8K -3,084 -0.4%
BIA
168
Bell Investment Advisors
California
$14.1M +$376K +21,552 +3%
SSWM
169
Sheets Smith Wealth Management
North Carolina
$13.8M -$1.27M -72,777 -8%
RCIM
170
Red Cedar Investment Management
Michigan
$13.6M +$605K +34,662 +5%
NCM
171
Northwest Capital Management
Oregon
$13.4M -$119K -6,834 -0.9%
EWM
172
Empirical Wealth Management
Washington
$13.2M +$366K +20,979 +3%
Stifel Financial
173
Stifel Financial
Missouri
$13.1M -$446K -25,569 -3%
PWM
174
Prosperity Wealth Management
California
$12.7M +$5.16M +295,704 +69%
CFA
175
Cahill Financial Advisors
Minnesota
$12.5M -$343K -19,629 -3%
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