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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 %
VST
451
Van Strum & Towne
California
$1.72M -$55.2K -3,426 -3%
WP
452
WealthShield Partners
North Carolina
$1.69M +$68.1K +4,221 +4%
LNC
453
Lincoln National Corp
Pennsylvania
$1.69M +$387K +24,000 +30%
RA
454
RFG Advisory
Alabama
$1.67M -$1.09M -67,671 -39%
JWBC
455
John W. Brooker & Co
California
$1.65M -$151K -9,270 -8%
FTUS
456
Flow Traders U.S.
New York
$1.63M +$1.63M +101,238 New
PFA
457
Petra Financial Advisors
Colorado
$1.6M -$307K -19,026 -16%
AOWM
458
Alpha Omega Wealth Management
Virginia
$1.6M -$55.9K -3,468 -3%
AWA
459
Authentikos Wealth Advisory
California
$1.59M +$1.59M +105,651 New
WP
460
WealthPLAN Partners
Nebraska
$1.56M +$532 +33 +0%
WCM
461
Wealthcare Capital Management
Virginia
$1.55M -$138K -8,535 -8%
DWM
462
Dakota Wealth Management
Florida
$1.55M -$110K -6,837 -7%
MWM
463
Meridian Wealth Management
Kentucky
$1.55M +$46.9K +2,907 +3%
RC
464
Rovin Capital
Arizona
$1.54M -$31.2K -1,932 -2%
WA
465
Waverly Advisors
Alabama
$1.54M +$26.4K +1,635 +2%
SWM
466
SeaCrest Wealth Management
New York
$1.54M -$59K -3,660 -4%
WTC
467
WhitTier Trust Company
Nevada
$1.52M -$19.3K -1,200 -1%
VCM
468
Vision Capital Management
Oregon
$1.52M -$5.56K -345 -0.4%
FA
469
FDx Advisors
Illinois
$1.52M – – –
PWW
470
Pettyjohn Wood & White
Virginia
$1.49M – – –
Calamos Advisors
471
Calamos Advisors
Illinois
$1.49M +$195K +12,105 +15%
MFT
472
Moisand Fitzgerald Tamayo
Florida
$1.49M -$17K -1,053 -1%
Rockefeller Capital Management
473
Rockefeller Capital Management
New York
$1.47M +$35.4K +2,199 +2%
SCP
474
Stevens Capital Partners
Nebraska
$1.47M +$109K +6,765 +8%
EWA
475
EP Wealth Advisors
California
$1.46M -$2.57M -147,303 -64%
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