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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
$2.13B
2
ML
McAdam LLC
Pennsylvania
$124M
3
MGIA
Moneta Group Investment Advisors
Missouri
$318M
4
CL
Choreo LLC
Illinois
$38.1M
5
SEI Investments
SEI Investments
Pennsylvania
$1.45B

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$430M
2
Creative Planning
Creative Planning
Kansas
$1.42B
3
CSIA
Charles Schwab Investment Advisory
California
$4.59B
4
PCIA
Prime Capital Investment Advisors
Kansas
$136M
5
IA
IFP Advisors
Florida
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
626
Y-Intercept (HK)
Hong Kong
$675K +$675K +41,835 New
AMIM
627
Aull & Monroe Investment Management
Alabama
$674K – – –
LWM
628
Lyell Wealth Management
California
$674K +$871 +54 +0.1%
WCG
629
Wall Capital Group
Arizona
$670K -$12.2M -757,968 -95%
OFG
630
Orcam Financial Group
California
$667K +$97 +6 +0%
AFA
631
American Financial Advisors
Georgia
$662K +$33K +2,049 +5%
LRPA
632
L. Roy Papp & Associates
Arizona
$661K -$12.7K -789 -2%
CC
633
Callan Capital
California
$659K +$33.8K +2,097 +5%
GHAM
634
Gilman Hill Asset Management
Connecticut
$656K -$28K -1,734 -4%
AFS
635
Annapolis Financial Services
Maryland
$641K +$51.8K +3,213 +9%
HWA
636
Heritage Wealth Advisors
Virginia
$636K – – –
GG
637
GenWealth Group
New Jersey
$636K -$2.81K -174 -0.4%
CIA
638
Cape Investment Advisory
Georgia
$624K +$624K +38,694 New
MIP
639
Marietta Investment Partners
Wisconsin
$623K +$13.9K +861 +2%
SAM
640
Summit Asset Management
Tennessee
$616K -$62.1K -3,852 -9%
HIG
641
Heritage Investment Group
Florida
$616K – – –
FWA
642
FSM Wealth Advisors
Ohio
$616K +$14.4K +894 +2%
WWM
643
Windsor Wealth Management
Indiana
$610K -$7.34K -456 -1%
NP
644
NorthRock Partners
Minnesota
$610K +$6.09K +378 +1%
SBIA
645
Sheaff Brock Investment Advisors
Indiana
$609K – – –
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$606K +$606K +37,602 New
KJWM
647
Kiley Juergens Wealth Management
Washington
$602K +$1.21K +75 +0.2%
NCM
648
Novare Capital Management
North Carolina
$601K -$12.2K -756 -2%
PFBT
649
Parkside Financial Bank & Trust
Missouri
$600K +$85.3K +5,289 +17%
KWS
650
Keystone Wealth Services
California
$597K -$31.2K -1,932 -5%
24 25
26
27 28