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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 %
TIM
201
Tortoise Investment Management
New York
$8.97M +$268K +15,915 +3%
PA
202
Planning Alternatives
Michigan
$8.75M -$349K -20,721 -4%
NA
203
Nottingham Advisors
New York
$8.65M -$128K -7,602 -1%
ACG
204
Allen Capital Group
Nebraska
$8.62M -$71.2K -4,224 -0.8%
RWRC
205
R.W. Roge & Company
New York
$8.52M -$203K -12,546 -2%
Betterment LLC
206
Betterment LLC
New York
$8.33M +$685K +40,590 +9%
PMG
207
ProVise Management Group
Florida
$8.26M -$37.9K -2,247 -0.5%
LPAM
208
Lodestar Private Asset Management
California
$8.24M +$265K +15,705 +3%
MFA
209
Morling Financial Advisors
California
$8.21M -$60.9K -3,612 -0.7%
GCM
210
G2 Capital Management
Ohio
$8.12M +$1.47K +87 +0%
TLP
211
Trinity Legacy Partners
Texas
$8.11M -$785K -46,557 -9%
IRC
212
Investors Research Corp
Georgia
$8M +$276K +16,368 +4%
CHA
213
Cooper/Haims Advisors
New York
$7.96M -$636K -37,716 -7%
CWM
214
Castle Wealth Management
Florida
$7.94M -$394K -23,370 -5%
NSAM
215
North Star Asset Management
Wisconsin
$7.88M -$113K -6,687 -1%
SPC
216
Sigma Planning Corp
Michigan
$7.8M +$581K +34,443 +8%
PIMG
217
Patriot Investment Management Group
Tennessee
$7.78M +$710K +42,093 +10%
NP
218
NorthRock Partners
Minnesota
$7.56M +$6.92M +410,538 +1,097%
NIC
219
Northwest Investment Counselors
Oregon
$7.53M -$125K -7,419 -2%
CAN
220
Cetera Advisor Networks
California
$7.47M +$290K +17,190 +4%
SFWC
221
Strategic Family Wealth Counselors
New Jersey
$7.37M +$1.57K +93 +0%
OIA
222
OneDigital Investment Advisors
Kansas
$7.33M -$674K -39,957 -8%
AIM
223
AMI Investment Management
Indiana
$7.15M -$1.29M -76,662 -15%
RFA
224
RTD Financial Advisors
Pennsylvania
$7.09M -$236K -14,016 -3%
SWM
225
Shelton Wealth Management
Texas
$7.06M -$170K -10,101 -2%
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