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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 %
DBRC
151
D.B. Root & Company
Pennsylvania
$15.8M -$17.6K -1,044 -0.1%
HCM
152
Hengehold Capital Management
Ohio
$15.7M -$72.4K -4,293 -0.5%
SIC
153
Salem Investment Counselors
North Carolina
$15.6M +$447K +26,475 +3%
CCA
154
Clearwater Capital Advisors
Illinois
$15.5M -$5.5M -325,854 -26%
ACA
155
Ascension Capital Advisors
Texas
$15.4M -$57.7K -3,423 -0.4%
SFMG
156
Sage Financial Management Group
Virginia
$15M +$15M +888,423 New
CCM
157
Coldstream Capital Management
Washington
$14.9M -$244K -14,484 -2%
BDF
158
Black Diamond Financial
Maryland
$14.9M -$140K -8,289 -0.9%
LBC
159
Lowe Brockenbrough & Co
Virginia
$14.8M -$94.4K -5,595 -0.6%
AIM
160
Anchor Investment Management
South Carolina
$14.7M -$604K -35,793 -4%
WA
161
WBH Advisory
Maryland
$14.5M +$235K +13,920 +2%
MCM
162
MAI Capital Management
Ohio
$14.3M -$392K -23,220 -3%
BIA
163
Bell Investment Advisors
California
$13.9M +$244K +14,472 +2%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$13.7M +$362K +21,453 +3%
BSW
165
Buckingham Strategic Wealth
Missouri
$13.6M +$2.93M +173,853 +28%
BWM
166
BCS Wealth Management
Tennessee
$13.5M +$13.5M +799,527 New
AWM
167
Abound Wealth Management
Tennessee
$13.4M -$266K -15,771 -2%
ACM
168
Alpha Capital Management
Texas
$13.2M -$448K -26,583 -3%
EFG
169
Ethos Financial Group
Pennsylvania
$12.9M +$4.61M +270,744 +56%
NCM
170
Northwest Capital Management
Oregon
$12.8M -$112K -6,639 -0.9%
PWM
171
Prosperity Wealth Management
California
$12.7M +$480K +28,431 +4%
EWM
172
Empirical Wealth Management
Washington
$12.6M -$182K -10,773 -1%
LIM
173
Leavell Investment Management
Alabama
$12.5M -$1.28M -75,714 -9%
MA
174
MCF Advisors
Kentucky
$12.4M +$363K +21,516 +3%
NRI
175
NFP Retirement Inc
California
$11.6M -$91.2K -5,406 -0.8%
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