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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 %
SP
301
Successful Portfolios
Florida
$4.05M +$207K +12,867 +5%
PFM
302
Peak Financial Management
Massachusetts
$3.94M -$12.6K -780 -0.3%
DSA
303
Droms Strauss Advisors
Missouri
$3.93M -$217K -13,485 -5%
AI
304
Atria Investments
North Carolina
$3.89M -$125K -7,782 -3%
JCM
305
Jacobi Capital Management
Pennsylvania
$3.88M -$79.3K -4,917 -2%
CW
306
Connectus Wealth
Ohio
$3.86M -$143K -8,859 -4%
MCM
307
Mitchell Capital Management
Kansas
$3.86M +$348K +21,585 +10%
AWS
308
Atria Wealth Solutions
New York
$3.83M -$3.05M -188,958 -44%
USCWA
309
U.S. Capital Wealth Advisors
Texas
$3.82M +$118K +7,332 +3%
CFMC
310
Curbstone Financial Management Corp
New Hampshire
$3.81M -$259K -16,080 -6%
BAM
311
Berkshire Asset Management
Pennsylvania
$3.8M -$19.1K -1,182 -0.5%
Nomura Asset Management
312
Nomura Asset Management
Japan
$3.77M – – –
SMA
313
Sage Mountain Advisors
Georgia
$3.74M +$14.3K +888 +0.4%
Bank of New York Mellon
314
Bank of New York Mellon
New York
$3.71M – – –
MCM
315
Mengis Capital Management
Oregon
$3.7M +$66.8K +4,146 +2%
FA
316
Financial Advisors
Massachusetts
$3.68M +$2.9K +180 +0.1%
SWA
317
SFMG Wealth Advisors
Texas
$3.64M -$97.7K -6,057 -3%
BI
318
Berkeley Inc
Idaho
$3.61M +$71.9K +4,461 +2%
B
319
Bailard
California
$3.59M +$96.3K +5,973 +3%
MWM
320
MinichMacGregor Wealth Management
New York
$3.53M -$42.6K -2,643 -1%
WAG
321
Winthrop Advisory Group
Massachusetts
$3.49M +$67.9K +4,212 +2%
PIA
322
Pinion Investment Advisors
Kansas
$3.48M -$141K -8,763 -4%
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$3.47M +$116K +7,218 +3%
TRCT
324
Tower Research Capital (TRC)
New York
$3.45M +$3.44M +213,159 +24,931%
TWP
325
Tempus Wealth Planning
California
$3.37M +$588K +36,468 +21%
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