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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 %
CAI
476
Capital Advisors Inc
Oklahoma
$1.46M -$6.29K -390 -0.4%
WI
477
Wedgewood Investors
Pennsylvania
$1.45M -$7.64K -474 -0.5%
PL
478
Plancorp LLC
Missouri
$1.44M +$484 +30 +0%
GRP
479
Global Retirement Partners
California
$1.44M +$188K +11,760 +15%
WC
480
Wealth CMT
New Jersey
$1.44M +$3.63K +225 +0.3%
CCFM
481
Clear Creek Financial Management
Washington
$1.43M – – –
HWMG
482
Hurlow Wealth Management Group
Indiana
$1.43M -$70.7K -4,383 -5%
RDIA
483
RE Dickinson Investment Advisors
Iowa
$1.42M -$136K -8,454 -9%
RWMH
484
Riverpoint Wealth Management Holdings
Illinois
$1.42M -$17.9K -1,110 -1%
PEA
485
Park Edge Advisors
Ohio
$1.41M -$20.1K -1,248 -1%
CA
486
Capital Advantage
California
$1.41M -$151K -9,390 -10%
Empower Advisory Group
487
Empower Advisory Group
Colorado
$1.4M +$1.4M +86,661 New
RZH
488
Relyea Zuckerberg Hanson
Connecticut
$1.39M +$4.79K +297 +0.3%
MSWMA
489
Market Street Wealth Management Advisors
Indiana
$1.38M -$79.3K -4,917 -5%
PWMG
490
Pioneer Wealth Management Group
Texas
$1.38M +$1.31K +81 +0.1%
DTC
491
Davidson Trust Company
Washington
$1.38M – – –
AIS
492
American Investment Services
Massachusetts
$1.38M – – –
CSI
493
Cross Staff Investments
New York
$1.37M +$2.23K +138 +0.2%
AF
494
Advisornet Financial
Minnesota
$1.36M +$39.1K +2,424 +3%
FNBT
495
FineMark National Bank & Trust
Florida
$1.35M – – –
TF
496
TIAA FSB
Florida
$1.35M +$84.7K +5,256 +7%
VWA
497
Visionary Wealth Advisors
Illinois
$1.34M +$104K +6,474 +8%
AWM
498
Accurate Wealth Management
Florida
$1.34M -$85.5K -5,310 -6%
JWA
499
JFS Wealth Advisors
Pennsylvania
$1.34M -$24.6K -1,527 -2%
NFG
500
Nations Financial Group
Iowa
$1.34M -$18.1K -1,122 -1%
18 19
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