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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 %
SEEDPG
351
S.E.E.D. Planning Group
New York
$2.92M -$443K -27,480 -13%
CWM
352
Cabot Wealth Management
Massachusetts
$2.87M -$463K -28,725 -14%
RF
353
RHS Financial
California
$2.84M +$383K +23,775 +16%
KIA
354
KCM Investment Advisors
California
$2.82M +$2.12M +131,346 +301%
GFP
355
Guardian Financial Partners
California
$2.82M +$117K +7,281 +4%
DP
356
DDD Partners
Washington
$2.81M +$132K +8,205 +5%
AFP
357
Ausdal Financial Partners
Iowa
$2.8M -$295K -18,267 -10%
IP
358
Ignite Planners
California
$2.8M +$95.5K +5,931 +4%
GW
359
GW & Wade
Massachusetts
$2.79M -$5.47K -339 -0.2%
LPIC
360
LeJeune Puetz Investment Counsel
Michigan
$2.78M +$5.22K +324 +0.2%
SIC
361
Sigma Investment Counselors
Michigan
$2.72M +$125K +7,767 +5%
AMG
362
Asset Management Group
Connecticut
$2.72M +$10.4K +645 +0.4%
ZIM
363
Zacks Investment Management
Illinois
$2.72M -$12.3K -762 -0.5%
SHGA
364
Sand Hill Global Advisors
California
$2.71M – – –
LWM
365
Laidlaw Wealth Management
New York
$2.7M -$8.8K -546 -0.3%
VA
366
Valmark Advisers
Ohio
$2.7M +$227K +14,076 +9%
PNC Financial Services Group
367
PNC Financial Services Group
Pennsylvania
$2.63M -$1.02M -63,375 -28%
BFM
368
Broadview Financial Management
Wisconsin
$2.63M -$3.77K -234 -0.1%
GLR
369
Great Lakes Retirement
Ohio
$2.58M +$2.58M +159,900 New
BJL
370
Brighton Jones LLC
Washington
$2.57M +$2.13K +132 +0.1%
PA
371
PFG Advisors
Arizona
$2.5M -$188K -11,661 -7%
SAF
372
Smith Anglin Financial
Texas
$2.5M -$580K -35,952 -19%
KAS
373
Kestra Advisory Services
Texas
$2.49M -$1.1M -68,229 -31%
MFWP
374
Mosaic Family Wealth Partners
Missouri
$2.47M -$5.71K -354 -0.2%
PA
375
Parallel Advisors
California
$2.47M +$17.8K +1,101 +0.7%
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