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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 %
APG
501
Abacus Planning Group
South Carolina
$1.34M -$225K -13,935 -14%
CB
502
Commerce Bank
Missouri
$1.33M +$115K +7,113 +9%
LIA
503
LBMC Investment Advisors
Tennessee
$1.33M – – –
OF
504
Outfitter Financial
Maine
$1.33M +$47.4K +2,940 +4%
CCA
505
Column Capital Advisors
Indiana
$1.33M -$103K -6,393 -7%
TPA
506
Trivium Point Advisory
Connecticut
$1.32M +$244K +15,108 +23%
PAI
507
Pittenger & Anderson Inc
Nebraska
$1.32M +$187K +11,616 +16%
YIA
508
YHB Investment Advisors
Connecticut
$1.31M -$111K -6,876 -8%
OFS
509
Oldfather Financial Services
Nebraska
$1.31M -$822 -51 -0.1%
RAG
510
RIA Advisory Group
Iowa
$1.29M +$71K +4,404 +6%
AAS
511
Ameritas Advisory Services
Nebraska
$1.29M -$4.07K -252 -0.3%
FM
512
Family Management
New York
$1.29M -$192K -11,901 -13%
TA
513
Tiedemann Advisors
New York
$1.27M +$3.92K +243 +0.3%
FAIM
514
Financial Advocates Investment Management
Washington
$1.26M -$244K -15,135 -16%
HIF
515
Hill Island Financial
Michigan
$1.26M -$101K -6,249 -7%
MWA
516
Martel Wealth Advisors
Washington
$1.26M -$2.03M -126,117 -62%
BMCM
517
Bryn Mawr Capital Management
Pennsylvania
$1.25M +$5.13K +318 +0.4%
VP
518
Verum Partners
North Carolina
$1.25M -$41.2K -2,556 -3%
TFS
519
Thoroughbred Financial Services
Tennessee
$1.25M +$252K +15,657 +25%
GGI
520
GPM Growth Investors
Michigan
$1.25M +$66.6K +4,131 +6%
GVAG
521
Great Valley Advisor Group
Delaware
$1.24M +$34K +2,109 +3%
FPCG
522
Fort Pitt Capital Group
Pennsylvania
$1.24M -$8.48M -526,020 -87%
BFG
523
Bouchey Financial Group
New York
$1.24M +$7.06K +438 +0.6%
HI
524
Human Investing
Oregon
$1.23M +$1.69K +105 +0.1%
FT
525
Fiduciary Trust
Massachusetts
$1.23M -$201K -12,450 -14%
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