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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 %
IFA
376
Index Fund Advisors
California
$2.44M -$14.2K -882 -0.6%
AWM
377
Avior Wealth Management
Nebraska
$2.44M -$191K -11,844 -7%
GHA
378
GW Henssler & Associates
Georgia
$2.43M -$49.8K -3,090 -2%
KCM
379
Kathmere Capital Management
Pennsylvania
$2.41M -$114K -7,071 -5%
FCC
380
Flower City Capital
New York
$2.39M -$91.3K -5,661 -4%
SWM
381
Stockman Wealth Management
Montana
$2.38M -$596K -36,996 -20%
SCM
382
Sebold Capital Management
Illinois
$2.37M -$14.3K -888 -0.6%
BWM
383
BerganKDV Wealth Management
Minnesota
$2.37M -$64.1K -3,975 -3%
ZF
384
Zhang Financial
Michigan
$2.35M +$123K +7,608 +6%
APSI
385
Asset Planning Services Inc
Louisiana
$2.34M +$161K +10,005 +7%
TPCW
386
TD Private Client Wealth
New York
$2.33M +$39.9K +2,472 +2%
MCM
387
Mainstay Capital Management
Michigan
$2.33M +$64.9K +4,023 +3%
Millennium Management
388
Millennium Management
New York
$2.32M +$2.32M +143,793 New
Jane Street
389
Jane Street
New York
$2.29M -$1.81M -112,281 -44%
JCIA
390
Jackson Creek Investment Advisors
Colorado
$2.28M +$14.5K +897 +0.6%
VWA
391
VERITY Wealth Advisors
United States
$2.28M – – –
CMBA
392
C.M. Bidwell & Associates
Hawaii
$2.26M -$229K -14,205 -9%
FTS
393
Fifth Third Securities
Ohio
$2.26M -$60.2K -3,732 -3%
BFPW
394
BOK Financial Private Wealth
Colorado
$2.25M +$1.94K +120 +0.1%
CCWA
395
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.25M -$3.08M -191,235 -58%
FCI
396
Financial Counselors Inc
Kansas
$2.23M +$71.2K +4,416 +3%
AC
397
Abbrea Capital
California
$2.2M – – –
FWP
398
FAS Wealth Partners
Kansas
$2.2M -$1.84M -114,315 -46%
SFA
399
Seneca Financial Advisors
New York
$2.17M -$196K -12,168 -8%
CWM
400
CCG Wealth Management
California
$2.17M -$1.69K -105 -0.1%
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