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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 %
WCFA
326
Walkner Condon Financial Advisors
Wisconsin
$3.37M +$119K +7,392 +4%
WOC
327
West Oak Capital
California
$3.36M -$39.7K -2,460 -1%
IAN
328
Integrated Advisors Network
Texas
$3.36M -$65.7K -4,074 -2%
PGFC
329
Peapack-Gladstone Financial Corp
New Jersey
$3.31M +$64.9K +4,026 +2%
MTIC
330
Missouri Trust & Investment Company
Missouri
$3.29M -$130K -8,082 -4%
KM
331
Kalos Management
Georgia
$3.24M +$220K +13,656 +7%
BAM
332
Baldrige Asset Management
Pennsylvania
$3.23M +$62.5K +3,876 +2%
MWM
333
Mission Wealth Management
California
$3.18M -$81.8K -5,076 -3%
VCAM
334
Van Cleef Asset Management
Ohio
$3.17M +$99.8K +6,189 +3%
MWM
335
Merriman Wealth Management
Washington
$3.15M -$89K -5,523 -3%
NCM
336
Next Capital Management
New York
$3.15M +$21.2K +1,317 +0.7%
WC
337
Waterloo Capital
Texas
$3.11M +$3.11M +193,059 New
FLPIM
338
F.L. Putnam Investment Management
Massachusetts
$3.09M +$283K +17,532 +10%
AA
339
Alesco Advisors
New York
$3.09M +$56.6K +3,513 +2%
WWM
340
Western Wealth Management
Colorado
$3.08M +$1.98K +123 +0.1%
SFS
341
Summit Financial Strategies
Ohio
$3.04M – – –
AAS
342
Avantax Advisory Services
Texas
$3.04M +$17.6K +1,089 +0.6%
CCM
343
Carlson Capital Management
Minnesota
$3.03M +$2.37K +147 +0.1%
VPIM
344
Vanguard Personalized Indexing Management
California
$3.02M +$1.96M +121,686 +185%
BFA
345
Beaumont Financial Advisors
Massachusetts
$2.99M – – –
RJA
346
Raymond James & Associates
Florida
$2.98M -$121K -7,506 -4%
SPFA
347
Summit Place Financial Advisors
New Jersey
$2.95M +$795K +49,302 +37%
AC
348
AlphaCore Capital
California
$2.95M +$2.84M +176,004 +2,530%
Financial Engines Advisors
349
Financial Engines Advisors
California
$2.94M -$92.1K -5,712 -3%
ECG
350
Edge Capital Group
Georgia
$2.92M +$346K +21,462 +13%
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