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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
+$219M
2
Cerity Partners
Cerity Partners
New York
+$197M
3
Charles Schwab
Charles Schwab
California
+$84.9M
4
GBWM
Granite Bay Wealth Management
New Hampshire
+$56.1M
5
CSIA
Charles Schwab Investment Advisory
California
+$36.7M

Top Sellers

1
KOC
Koss-Olinger Consulting
Florida
-$165M
2
SEI Investments
SEI Investments
Pennsylvania
-$141M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.8M
4
YAL
Your Advocates Ltd
Texas
-$20.4M
5
LFG
Leverty Financial Group
Wisconsin
-$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
176
Seneca House Advisors
Virginia
$11.6M +$11.6M +678,114 New
FNC
177
First National Corp
Massachusetts
$11.3M +$323K +19,173 +3%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$11.2M +$1.97M +116,775 +21%
AIP
179
Almanack Investment Partners
Pennsylvania
$11.1M +$92.5K +5,487 +0.8%
CFA
180
Cahill Financial Advisors
Minnesota
$11M -$1.07M -63,693 -9%
CCA
181
Cobblestone Capital Advisors
New York
$10.8M -$254K -15,051 -2%
AIA
182
Arcadia Investment Advisors
Idaho
$10.6M -$93.3K -5,529 -0.9%
CFG
183
Carr Financial Group
Massachusetts
$10.4M -$224K -13,065 -2%
SFPM
184
Sensible Financial Planning & Management
Massachusetts
$10.4M -$427K -25,311 -4%
IA
185
IFP Advisors
Florida
$10.3M -$245K -14,532 -2%
VFPW
186
Vantage Financial Partners (Wisconsin)
Wisconsin
$10.3M -$530K -31,425 -5%
LFS
187
Lutz Financial Services
Nebraska
$10.2M -$1.41M -83,541 -12%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$10.1M +$1.08M +64,032 +12%
CAG
189
Csenge Advisory Group
Florida
$9.99M +$467K +27,666 +5%
SP
190
SWS Partners
Ohio
$9.98M +$168K +9,963 +2%
DP
191
Denver PWM
Colorado
$9.97M -$467K -27,825 -4%
FAG
192
Financial Advisory Group
Texas
$9.86M -$787K -46,689 -7%
EL
193
Essex LLC
Illinois
$9.76M +$969K +57,435 +11%
Northern Trust
194
Northern Trust
Illinois
$9.62M -$14.9K -885 -0.2%
US Bancorp
195
US Bancorp
Minnesota
$9.51M +$1.21M +71,865 +15%
TFA
196
Transamerica Financial Advisors
Florida
$9.31M +$2.2M +130,563 +31%
PCMC
197
Private Capital Management (Colorado)
Colorado
$9.18M +$145K +8,574 +2%
LCM
198
Leisure Capital Management
California
$9.03M +$97.1K +5,757 +1%
MF
199
Montis Financial
Massachusetts
$9.03M -$320K -18,966 -3%
RWP
200
Revolve Wealth Partners
New Jersey
$8.99M -$693K -41,082 -7%
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