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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.

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
1
Charles Schwab
California
$2.13B
2
ML
2
McAdam LLC
Pennsylvania
$124M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$318M
4
CL
4
Choreo LLC
Illinois
$38.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$1.45B

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$430M
2
Creative Planning
2
Creative Planning
Kansas
$1.42B
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.59B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$136M
5
IA
5
IFP Advisors
Florida
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
Evermay Wealth Management
Virginia
$92.3M 5,723,316 -180,894 -3%
CAM
27
Cresset Asset Management
Illinois
$90.3M 5,599,389 -1,472,175 -21%
MW
28
Marcum Wealth
Ohio
$84.9M 5,266,758 -77,673 -1%
Osaic Holdings
29
Osaic Holdings
Arizona
$82.2M 5,095,863 -11,964 -0.2%
OWM
30
Orgel Wealth Management
Wisconsin
$79.8M 4,947,321 -309,306 -6%
AWM
31
Adams Wealth Management
Utah
$76.7M 4,756,530 -852,927 -15%
AA
32
Apriem Advisors
California
$76.6M 4,749,399 -187,467 -4%
RWM
33
RKL Wealth Management
Pennsylvania
$73.1M 4,530,804 +111,033 +3%
NQWM
34
Northwest Quadrant Wealth Management
Oregon
$71.4M 4,427,232 +72,183 +2%
UCFA
35
United Capital Financial Advisors
Texas
$67.6M 4,195,626 -137,232 -3%
BSB
36
Bangor Savings Bank
Maine
$67.3M 4,171,512 -83,682 -2%
AssetMark Inc
37
AssetMark Inc
California
$66.3M 4,114,560 +682,443 +20%
Corient Private Wealth
38
Corient Private Wealth
Florida
$65.1M 4,038,090 +510,210 +14%
SA
39
Scarborough Advisors
Maryland
$64.7M 4,010,880 -232,206 -5%
Bank of America
40
Bank of America
North Carolina
$60.5M 3,752,157 -168,834 -4%
CWM
41
Curi Wealth Management
North Carolina
$58.8M 3,649,263 +134,568 +4%
IWC
42
Integrated Wealth Concepts
Massachusetts
$58.8M 3,647,163 +42,714 +1%
AWM
43
AE Wealth Management
Kansas
$54.5M 3,382,497 +136,131 +4%
SFA
44
Sequoia Financial Advisors
Ohio
$53.9M 3,344,826 -170,532 -5%
HWM
45
HB Wealth Management
Georgia
$53.4M 3,313,749 +23,610 +0.7%
WANY
46
Wealthspire Advisors (New York)
New York
$51.4M 3,190,545 -52,587 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$50.5M 3,134,229 +37,101 +1%
MWP
48
Meridian Wealth Partners
Pennsylvania
$50M 3,098,100 -132,144 -4%
Morgan Stanley
49
Morgan Stanley
New York
$47.5M 2,944,410 +16,986 +0.6%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$46M 2,852,604 -1,343,091 -32%
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