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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 %
EAM
526
Evanson Asset Management
California
$1.22M +$1.11K +69 +0.1%
NA
527
NewEdge Advisors
Louisiana
$1.21M +$295K +18,351 +32%
PA
528
Pinnacle Associates
New York
$1.2M +$12.2K +756 +1%
UIA
529
Ulland Investment Advisors
Minnesota
$1.19M -$130K -8,049 -10%
AWM
530
Aspire Wealth Management
Massachusetts
$1.17M – – –
Prudential Financial
531
Prudential Financial
New Jersey
$1.16M +$228K +15,159 +24%
SCM
532
Spreng Capital Management
Ohio
$1.15M -$30.8K -1,908 -3%
FFA
533
First Foundation Advisors
California
$1.11M -$1.21M -74,868 -52%
IFS
534
Ifrah Financial Services
Arkansas
$1.1M +$1.84K +114 +0.2%
FG
535
Foster Group
Iowa
$1.1M +$67.5K +4,188 +7%
WIM
536
Warwick Investment Management
Texas
$1.09M -$26K -1,614 -2%
BPWM
537
Badgley Phelps Wealth Managers
Washington
$1.09M +$78.2K +4,851 +8%
BlackRock
538
BlackRock
New York
$1.08M -$586K -36,321 -35%
ICM
539
Intrepid Capital Management
Florida
$1.08M -$149K -9,237 -12%
KWM
540
Kingsview Wealth Management
Oregon
$1.08M -$29.6K -1,833 -3%
AC
541
Avant Capital
Louisiana
$1.07M -$27K -1,674 -2%
CAL
542
Capital Advisors Ltd
Ohio
$1.06M -$3.01M -187,005 -74%
Brown Advisory
543
Brown Advisory
Maryland
$1.06M +$84.2K +5,220 +9%
CFGSD
544
Compass Financial Group (South Dakota)
South Dakota
$1.06M -$42.3K -2,625 -4%
MS
545
Madden Securities
Texas
$1.06M -$188K -11,640 -15%
EA
546
Evolution Advisers
Virginia
$1.04M -$141K -8,736 -12%
ZIMP
547
Zimmermann Investment Management & Planning
Pennsylvania
$1.04M +$68K +4,215 +7%
LFG
548
Larson Financial Group
Missouri
$1.03M +$65.2K +4,041 +7%
FAG
549
Fortitude Advisory Group
Washington
$1.03M -$240K -14,856 -19%
AP
550
Adero Partners
California
$1.03M +$193 +12 +0%
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