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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,036 hedge funds and large institutions have $21B invested in Schwab US Large- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 368 increasing their positions, 426 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
16.58%
Holding in Top 10
165
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.61%
% of All Funds
2.64%
New
77
Increased
368
Reduced
426
Closed
54
Calls
$4.22M
Puts
$1.09M
Net Calls
+$3.13M
Net Calls Change
+$632K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$2.13B
2
ML
McAdam LLC
Pennsylvania
$124M
3
MGIA
Moneta Group Investment Advisors
Missouri
$318M
4
CL
Choreo LLC
Illinois
$38.1M
5
SEI Investments
SEI Investments
Pennsylvania
$1.45B

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$430M
2
Creative Planning
Creative Planning
Kansas
$1.42B
3
CSIA
Charles Schwab Investment Advisory
California
$4.59B
4
PCIA
Prime Capital Investment Advisors
Kansas
$136M
5
IA
IFP Advisors
Florida
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
226
Betterment LLC
New York
$6.76M -$148K -9,183 -2%
SPC
227
Sigma Planning Corp
Michigan
$6.74M +$491K +30,474 +8%
PIMG
228
Patriot Investment Management Group
Tennessee
$6.69M +$79.1K +4,905 +1%
LSAG
229
Lake Street Advisors Group
New Hampshire
$6.69M +$22K +1,365 +0.3%
LPT
230
Legacy Private Trust
Wisconsin
$6.64M +$153K +9,489 +2%
CWA
231
Cornerstone Wealth Advisors
Minnesota
$6.64M -$667K -41,370 -9%
PCWA
232
Pacific Capital Wealth Advisors
California
$6.64M -$95.8K -5,943 -1%
TI
233
Truepoint Inc
Ohio
$6.56M -$70.4K -4,365 -1%
BCM
234
Barden Capital Management
Texas
$6.55M +$55.8K +3,459 +0.9%
CWA
235
Consilium Wealth Advisory
Texas
$6.51M -$4.94M -306,405 -43%
EL
236
Essex LLC
Illinois
$6.5M – – –
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$6.47M +$1.4M +87,813 +28%
PWM
238
Perigon Wealth Management
California
$6.46M -$81.1K -5,031 -1%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$6.42M +$495K +30,711 +8%
GSAM
240
Grant Street Asset Management
Pennsylvania
$6.41M -$783K -48,582 -11%
RG
241
Raine Group
New York
$6.39M +$6.39M +391,440 New
Lido Advisors
242
Lido Advisors
California
$6.31M +$1.45M +89,673 +30%
CFO
243
CVA Family Office
Colorado
$6.21M -$578K -35,835 -9%
BAMG
244
Brand Asset Management Group
Missouri
$6.03M -$1.98M -123,069 -25%
AMM
245
American Money Management
California
$5.98M +$411K +25,476 +7%
PA
246
Procyon Advisors
Connecticut
$5.96M +$129K +8,025 +2%
BCP
247
Blackhawk Capital Partners
Wisconsin
$5.94M +$5.94M +368,643 New
LF
248
Lee Financial
Texas
$5.89M -$126K -7,821 -2%
GCA
249
Gradient Capital Advisors
California
$5.83M -$197K -12,210 -3%
EWP
250
Engrave Wealth Partners
Texas
$5.82M -$34.2K -2,145 -0.6%
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