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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
+$65.5M
2
FEG
Fund Evaluation Group
Ohio
+$53.6M
3
MWM
Modera Wealth Management
New Jersey
+$35.8M
4
CSIA
Charles Schwab Investment Advisory
California
+$33.7M
5
TC
TownSquare Capital
Utah
+$23.4M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$508M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$505M
3
SEI Investments
SEI Investments
Pennsylvania
-$160M
4
Osaic Holdings
Osaic Holdings
Arizona
-$65.3M
5
SFMG
Sage Financial Management Group
Virginia
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
MCF Advisors
Kentucky
$12.5M -$490K -28,080 -4%
ACM
177
Alpha Capital Management
Texas
$12.2M – – –
NRI
178
NFP Retirement Inc
California
$12.1M -$577K -33,033 -5%
LFS
179
Lutz Financial Services
Nebraska
$12.1M -$85.5K -4,896 -0.7%
CCA
180
Cobblestone Capital Advisors
New York
$11.5M -$660K -37,806 -5%
AIP
181
Almanack Investment Partners
Pennsylvania
$11.4M -$2.42M -138,861 -18%
FNC
182
First National Corp
Massachusetts
$11.4M +$14.7K +843 +0.1%
VFPW
183
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.2M -$14.4K -825 -0.1%
SFPM
184
Sensible Financial Planning & Management
Massachusetts
$11.2M -$391K -22,383 -3%
AIA
185
Arcadia Investment Advisors
Idaho
$11.1M +$576 +33 +0%
BSW
186
Buckingham Strategic Wealth
Missouri
$11M -$151K -8,625 -1%
FAG
187
Financial Advisory Group
Texas
$11M -$609K -34,860 -5%
IA
188
IFP Advisors
Florida
$10.9M -$615K -35,214 -5%
DP
189
Denver PWM
Colorado
$10.8M +$197K +11,322 +2%
CFG
190
Carr Financial Group
Massachusetts
$10.8M +$540K +30,933 +5%
SP
191
SWS Partners
Ohio
$10.2M -$275K -15,735 -3%
RWP
192
Revolve Wealth Partners
New Jersey
$10M -$8.13M -465,693 -45%
Northern Trust
193
Northern Trust
Illinois
$9.97M -$25.9K -1,482 -0.3%
CAG
194
Csenge Advisory Group
Florida
$9.86M +$858K +49,161 +10%
MF
195
Montis Financial
Massachusetts
$9.68M -$751K -43,029 -7%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$9.57M +$120K +6,885 +1%
RWRC
197
R.W. Roge & Company
New York
$9.43M -$69.6K -3,987 -0.7%
PA
198
Planning Alternatives
Michigan
$9.42M -$241K -13,833 -3%
PCMC
199
Private Capital Management (Colorado)
Colorado
$9.35M -$303K -17,373 -3%
Jones Financial Companies
200
Jones Financial Companies
Missouri
$9.32M -$52.7K -3,021 -0.6%
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