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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 %
GC
251
Grimes & Company
Massachusetts
$5.78M -$48K -2,976 -0.8%
KF
252
Krilogy Financial
Missouri
$5.76M +$288K +17,883 +5%
ECM
253
Exchange Capital Management
Michigan
$5.72M -$88.6K -5,496 -2%
MML Investors Services
254
MML Investors Services
Massachusetts
$5.71M +$212K +13,161 +4%
NIM
255
Nicollet Investment Management
Minnesota
$5.68M +$1.55K +96 +0%
LFGO
256
Legacy Financial Group (Oklahoma)
Oklahoma
$5.66M -$117K -7,284 -2%
OPWM
257
Oakwell Private Wealth Management
Texas
$5.62M -$145 -9 -0%
TFA
258
Transamerica Financial Advisors
Florida
$5.4M +$19.9K +1,233 +0.4%
VCM
259
Vivaldi Capital Management
Illinois
$5.34M +$113K +6,984 +2%
FSWA
260
Financial Synergies Wealth Advisors
Texas
$5.3M -$2.47K -153 -0%
ATWA
261
Arbor Trust Wealth Advisors
Michigan
$5.29M -$124K -7,719 -2%
ICG
262
InterOcean Capital Group
Tennessee
$5.29M +$73.4K +4,554 +1%
EW
263
Element Wealth
Mississippi
$5.29M -$165K -10,212 -3%
MA
264
MBA Advisors
Pennsylvania
$5.18M +$204K +12,636 +4%
ES
265
ETF Store
Kansas
$5.13M +$15.8K +990 +0.3%
Kovitz Investment Group Partners
266
Kovitz Investment Group Partners
Illinois
$5.11M +$5.11M +317,175 New
GWM
267
GSB Wealth Management
Connecticut
$5.1M +$73.4K +4,860 +1%
AWM
268
Apollon Wealth Management
South Carolina
$5.09M -$293K -18,198 -5%
HG
269
Harbor Group
New Hampshire
$5.07M -$90.3K -5,601 -2%
MW
270
MBL Wealth
North Carolina
$5.05M -$413K -25,626 -8%
AWM
271
Axxcess Wealth Management
California
$5.02M -$9K -558 -0.2%
SPI
272
Santori & Peters Inc
Pennsylvania
$5.01M -$196K -12,132 -4%
SHJ
273
Sharkey, Howes & Javer
Colorado
$5M +$51.6K +3,201 +1%
PAG
274
Private Advisor Group
New Jersey
$4.94M +$30.5K +1,893 +0.6%
CWM
275
Circle Wealth Management
New Jersey
$4.9M +$66K +4,095 +1%
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