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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 %
WSTAM
551
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M +$19.2K +1,188 +2%
AIMC
552
Alley Investment Management Company
Illinois
$1.02M -$47.8K -2,967 -4%
JF
553
Joule Financial
Kentucky
$1.02M -$60.1K -3,729 -6%
SSW
554
Stone Summit Wealth
Florida
$1.02M +$102K +6,348 +11%
FWCM
555
Ferguson Wellman Capital Management
Oregon
$1.01M -$48 -3 -0%
IF
556
Ironwood Financial
Arizona
$1M +$26.3K +1,632 +3%
CCG
557
Chatham Capital Group
Georgia
$1M – – –
TCM
558
Twele Capital Management
Minnesota
$986K -$157K -9,729 -14%
VVP
559
Venture Visionary Partners
Ohio
$985K -$87.2K -5,409 -8%
TYCC
560
Texas Yale Capital Corp
Florida
$984K -$1.69K -105 -0.2%
DI
561
DFPG Investments
Utah
$982K -$18.8K -1,167 -2%
EFG
562
Everhart Financial Group
Ohio
$978K -$14.4K -894 -1%
JFG
563
Jefferies Financial Group
New York
$977K +$59.2K +3,669 +6%
WIA
564
World Investment Advisors
California
$962K -$10.8K -672 -1%
FCH
565
Freestone Capital Holdings
Washington
$960K +$10.1K +624 +1%
ANTB
566
AMG National Trust Bank
Colorado
$959K +$107K +6,624 +13%
SBH
567
Segall Bryant & Hamill
Illinois
$959K -$28.1K -1,743 -3%
TC
568
TownSquare Capital
Utah
$959K -$336K -20,862 -26%
BFS
569
Bradley Foster & Sargent
Connecticut
$952K – – –
SQA
570
Simon Quick Advisors
New Jersey
$951K -$137K -8,490 -13%
GWA
571
GGM Wealth Advisors
Maryland
$950K -$22.2K -1,380 -2%
LEFP
572
Leading Edge Financial Planning
Tennessee
$935K +$87.6K +5,433 +10%
TC
573
Tenret Company
Florida
$926K – – –
FBB
574
Fulton Breakefield Broenniman
Maryland
$926K -$28.2K -1,749 -3%
HIC
575
Holderness Investments Company
North Carolina
$912K +$31.7K +1,968 +4%
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