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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 %
MCWS
601
McKinley Carter Wealth Services
West Virginia
$786K +$242 +15 +0%
M&T Bank
602
M&T Bank
New York
$778K +$140K +8,709 +22%
TI
603
Trexquant Investment
Connecticut
$778K +$778K +48,267 New
GGI
604
Godsey & Gibb Inc
Virginia
$777K +$777K +48,210 New
BL
605
BFSG LLC
California
$774K +$8.56K +531 +1%
GIA
606
Gladstone Institutional Advisory
Florida
$764K -$22.5K -1,398 -3%
BHWM
607
Beaird Harris Wealth Management
Texas
$761K +$523K +32,442 +220%
MA
608
Mutual Advisors
Nebraska
$756K +$30.5K +1,890 +4%
FANJ
609
Financial Architects (New Jersey)
New Jersey
$752K +$4.06K +252 +0.5%
RPGK
610
Retirement Planning Group (Kansas)
Kansas
$750K – – –
ACM
611
Argent Capital Management
Missouri
$747K -$4.74M -294,192 -86%
G
612
Gainplan
Michigan
$741K -$171K -10,593 -19%
FFA
613
Farther Finance Advisors
California
$737K +$108K +6,678 +17%
WFS
614
Walker Financial Services
Kentucky
$725K – – –
TW
615
Transform Wealth
Colorado
$724K +$343K +21,261 +90%
DACG
616
Donor Advised Charitable Giving
California
$717K -$180K -11,166 -20%
GI
617
GS Investments
Minnesota
$716K +$5.95K +369 +0.8%
HWA
618
HHM Wealth Advisors
Tennessee
$716K -$5.71K -354 -0.8%
CA
619
Crewe Advisors
Utah
$711K +$13.5K +837 +2%
OFG
620
Oxford Financial Group
Indiana
$707K -$14.6K -903 -2%
CA
621
Continuum Advisory
Idaho
$696K -$16.8K -1,044 -2%
SCI
622
Stableford Capital II
Arizona
$683K +$683K +45,408 New
PPP
623
Private Portfolio Partners
New Jersey
$683K – – –
NFW
624
Noble Family Wealth
Florida
$678K +$678K +42,057 New
FWI
625
Facet Wealth Inc
Maryland
$677K -$46.4K -2,877 -6%
23 24
25
26 27