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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 %
CCM
426
Condor Capital Management
New Jersey
$1.94M -$118K -7,329 -6%
JPLA
427
Joseph P. Lucia & Associates
New York
$1.92M -$114K -7,095 -6%
PFWA
428
Paces Ferry Wealth Advisors
Georgia
$1.92M -$845K -52,389 -31%
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$1.91M +$66K +4,101 +4%
MLA
430
My Legacy Advisors
Oregon
$1.91M -$403K -25,020 -17%
Lazard Asset Management
431
Lazard Asset Management
New York
$1.9M – – –
SWP
432
Stratos Wealth Partners
Ohio
$1.89M -$1.33M -82,605 -41%
CG
433
Caprock Group
Idaho
$1.88M +$532 +33 +0%
OC
434
Oppenheimer & Co
New York
$1.87M -$40.1K -2,490 -2%
API
435
Advisor Partners II
California
$1.87M – – –
SWM
436
Spire Wealth Management
Virginia
$1.84M +$1.58M +97,971 +608%
NHC
437
Nicholas Hoffman & Company
Georgia
$1.84M +$30.5K +1,893 +2%
DSC
438
Duncker Streett & Co
Missouri
$1.82M -$165K -10,203 -8%
AMG
439
Advisors Management Group
Wisconsin
$1.82M +$122K +7,548 +7%
Susquehanna International Group
440
Susquehanna International Group
Pennsylvania
$1.81M +$1.81M +112,251 New
BCM
441
Brookstone Capital Management
Illinois
$1.81M +$614K +37,725 +52%
NGA
442
Naples Global Advisors
Florida
$1.8M +$10.9K +675 +0.6%
PCM
443
Pennsylvania Capital Management
Pennsylvania
$1.79M +$58.3K +3,615 +3%
BP
444
Ballentine Partners
Massachusetts
$1.78M +$1.78M +110,631 New
Goldman Sachs
445
Goldman Sachs
New York
$1.78M -$1.29M -80,238 -42%
FWS
446
FinDec Wealth Services
California
$1.77M -$84.8K -5,259 -5%
IC
447
IEQ Capital
California
$1.76M -$88.8K -5,508 -5%
SWM
448
Southern Wealth Management
Texas
$1.75M -$20.5K -1,269 -1%
RWA
449
Rainsberger Wealth Advisors
Colorado
$1.74M +$10.2K +630 +0.6%
LFA
450
Landmark Financial Advisors
Kentucky
$1.73M +$5.08K +315 +0.3%
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