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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 %
PFO
576
Pathstone Family Office
New Jersey
$905K -$905K -56,106 -50%
C
577
Certuity
Florida
$892K +$11.9K +738 +1%
TCA
578
Transcend Capital Advisors
New Jersey
$890K -$79.7K -4,941 -8%
SC
579
Slow Capital
California
$889K -$36.6K -2,271 -4%
AA
580
AlphaQ Advisors
Florida
$888K -$850K -52,734 -49%
FCM
581
Firestone Capital Management
Florida
$887K -$1.6K -99 -0.2%
GBWM
582
Granite Bay Wealth Management
New Hampshire
$877K -$103K -6,399 -11%
SFG
583
StrategIQ Financial Group
Indiana
$876K -$9.87K -612 -1%
RDFA
584
Ritter Daniher Financial Advisory
Ohio
$876K +$25.2K +1,563 +3%
SC
585
Schoolcraft Capital
Colorado
$869K -$19.5K -1,212 -2%
SSB
586
Sandy Spring Bank
Maryland
$867K -$34.1K -2,112 -4%
AIM
587
Aspen Investment Management
Michigan
$863K -$89.2K -5,535 -9%
EK
588
Evensky & Katz
Florida
$860K +$71.9K +4,458 +9%
CIC
589
Cutler Investment Counsel
Oregon
$859K +$21.3K +1,323 +3%
APW
590
Aurora Private Wealth
New Jersey
$853K -$29.6K -1,833 -3%
GAM
591
Garrison Asset Management
Arkansas
$846K -$145 -9 -0%
CA
592
Cetera Advisors
Colorado
$836K +$97.1K +6,024 +13%
JJBC
593
James J. Burns & Company
New York
$826K +$374K +23,217 +83%
CPP
594
Capasso Planning Partners
South Carolina
$825K -$12.1K -750 -1%
JCM
595
Jacobsen Capital Management
Utah
$821K -$726 -45 -0.1%
IWM
596
IHT Wealth Management
Illinois
$820K -$27.3K -1,692 -3%
CAM
597
Cozad Asset Management
Illinois
$814K – – –
CAM
598
Carret Asset Management
New York
$804K +$178K +11,034 +28%
PAM
599
Peak Asset Management
Colorado
$801K – – –
PAS
600
Park Avenue Securities
New York
$793K +$56.6K +3,513 +8%
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