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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 %
OCM
401
One Capital Management
California
$2.16M -$7.53M -467,010 -78%
RC
402
Roundview Capital
New Jersey
$2.15M -$21.8K -1,350 -1%
BFG
403
Bleakley Financial Group
New Jersey
$2.14M +$317K +19,680 +17%
SS
404
Simplicity Solutions
Minnesota
$2.14M +$2.14M +133,005 New
FA
405
Fagan Associates
New York
$2.13M +$171K +10,623 +9%
ASN
406
Advisory Services Network
Georgia
$2.12M -$26.2K -1,623 -1%
MA
407
MONECO Advisors
Connecticut
$2.1M +$2.1M +130,233 New
EWM
408
Elmwood Wealth Management
California
$2.09M -$206K -12,765 -9%
SCM
409
Stordahl Capital Management
Colorado
$2.08M -$6.53K -405 -0.3%
APP
410
Avantax Planning Partners
Iowa
$2.07M -$24K -1,491 -1%
VFA
411
Valeo Financial Advisors
Indiana
$2.07M +$40.8K +2,532 +2%
JFGLC
412
Johnson Financial Group LLC (Colorado)
Colorado
$2.06M +$1.33M +82,254 +180%
SG
413
Somerset Group
Minnesota
$2.05M -$11.4K -708 -0.6%
1WM
414
1900 Wealth Management
Texas
$2.05M – – –
HCM
415
Hollencrest Capital Management
California
$2.04M -$660K -40,911 -24%
ECM
416
Elgethun Capital Management
South Dakota
$2.04M +$57.3K +3,546 +3%
KTC
417
Kistler-Tiffany Companies
Pennsylvania
$2.01M -$13.3K -825 -0.7%
GC
418
Garde Capital
Washington
$1.98M +$193 +12 +0%
FRA
419
Front Row Advisors
California
$1.98M -$26.9K -1,671 -1%
ECML
420
Eagle Capital Management (Louisiana)
Louisiana
$1.97M +$134K +8,340 +7%
CIR
421
Clear Investment Research
Georgia
$1.97M -$7.11K -441 -0.4%
PSCM
422
Per Stirling Capital Management
Texas
$1.97M -$241K -14,928 -11%
SWM
423
SigFig Wealth Management
California
$1.96M +$138K +10,074 +8%
TAM
424
Townsend Asset Management
North Carolina
$1.95M -$345K -21,375 -15%
Janney Montgomery Scott
425
Janney Montgomery Scott
Pennsylvania
$1.94M -$161K -9,954 -8%
15 16
17
18 19