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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
+$115M
2
ML
McAdam LLC
Pennsylvania
+$66.7M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$59.1M
4
CL
Choreo LLC
Illinois
+$38.1M
5
SEI Investments
SEI Investments
Pennsylvania
+$28.2M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$416M
2
Creative Planning
Creative Planning
Kansas
-$57.8M
3
CSIA
Charles Schwab Investment Advisory
California
-$51.3M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$28.9M
5
IA
IFP Advisors
Florida
-$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
276
Bigelow Investment Advisors
Maine
$4.88M -$177K -10,959 -3%
VT
277
Vise Technologies
New York
$4.84M +$2.95K +183 +0.1%
HFS
278
Hantz Financial Services
Michigan
$4.84M -$109K -6,750 -2%
OFG
279
Omega Financial Group
California
$4.8M -$46.4K -2,877 -1%
TSWM
280
Triangle Securities Wealth Management
North Carolina
$4.72M -$376K -23,298 -7%
SPA
281
Sentinel Pension Advisors
Massachusetts
$4.58M -$618K -38,538 -12%
LWM
282
Liberty Wealth Management
California
$4.52M +$4.52M +286,710 New
HKIMG
283
Hutchens & Kramer Investment Management Group
Indiana
$4.52M -$247K -15,333 -5%
RTL
284
Red Tortoise LLC
Georgia
$4.49M +$241K +14,934 +6%
MAS
285
Madden Advisory Services
Florida
$4.44M -$13.4K -828 -0.3%
CWA
286
Carolina Wealth Advisors
South Carolina
$4.43M -$315K -19,506 -7%
SW
287
SVB Wealth
Massachusetts
$4.41M +$1.42M +88,011 +47%
BNP Paribas Financial Markets
288
BNP Paribas Financial Markets
France
$4.37M +$2.16M +134,190 +98%
BRWA
289
B. Riley Wealth Advisors
Florida
$4.3M -$575K -35,682 -12%
LFAS
290
Level Four Advisory Services
Texas
$4.29M -$2.04M -126,786 -32%
SAM
291
Sawgrass Asset Management
Florida
$4.26M – – –
AL
292
Aspiriant LLC
California
$4.26M +$14.9K +924 +0.4%
BC
293
Bartlett & Co
Ohio
$4.2M -$121K -7,500 -3%
BCWM
294
Bartlett & Co Wealth Management
Ohio
$4.2M -$121K -7,500 -3%
BOSSRA
295
B.O.S.S. Retirement Advisors
Utah
$4.19M +$23.2K +1,437 +0.6%
KFC
296
Klingenstein Fields & Co
New York
$4.17M +$3.39K +210 +0.1%
CHA
297
Carmichael Hill & Associates
Maryland
$4.16M +$431K +26,703 +12%
FC
298
Forte Capital
New York
$4.11M -$39.3K -2,439 -0.9%
PFM
299
Phillips Financial Management
Indiana
$4.1M +$210K +13,002 +5%
CP
300
Capital Planning
Washington
$4.07M -$551K -34,179 -12%
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