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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 %
PWM
651
Praetorian Wealth Management
California
$592K -$12.5K -777 -2%
BB
652
Bell Bank
North Dakota
$590K -$333K -20,664 -36%
NSG
653
Nalls Sherbakoff Group
Tennessee
$585K +$585K +36,819 New
ASFA
654
All Season Financial Advisors
Colorado
$580K -$125K -7,740 -18%
SIMG
655
Sonora Investment Management Group
Arizona
$570K +$38.7K +2,397 +7%
SPP
656
Single Point Partners
Massachusetts
$570K -$2.18K -135 -0.4%
OP
657
ORG Partners
Indiana
$569K +$569K +35,166 New
WFA
658
Wade Financial Advisory
California
$567K – – –
SF
659
Safeguard Financial
Wisconsin
$566K -$166K -10,296 -23%
CA
660
CGN Advisors
Kansas
$564K +$55.4K +3,435 +11%
PWA
661
Physician Wealth Advisors
Utah
$557K +$977 +60 +0.2%
SOS
662
Silver Oak Securities
Tennessee
$554K +$330K +20,427 +147%
William Blair & Company
663
William Blair & Company
Illinois
$551K -$99.8K -6,189 -15%
TWA
664
Trellis Wealth Advisors
California
$550K – – –
TFP
665
Tilia Fiduciary Partners
North Carolina
$543K +$20.6K +1,278 +4%
CWA
666
CM Wealth Advisors
Ohio
$535K +$24.9K +1,569 +5%
Cetera Investment Advisers
667
Cetera Investment Advisers
Illinois
$533K +$44.7K +2,772 +9%
FCB
668
First County Bank
Connecticut
$533K -$6.68K -414 -1%
WPW
669
Watershed Private Wealth
Illinois
$529K +$189K +11,697 +55%
AG
670
Ascent Group
Virginia
$526K -$193 -12 -0%
MWM
671
Madison Wealth Management
Ohio
$521K -$25.2K -1,560 -5%
SFS
672
Security Financial Services
Indiana
$519K – – –
BWFA
673
Baltimore-Washington Financial Advisors
Maryland
$519K – – –
BWP
674
BSW Wealth Partners
Colorado
$515K +$532 +33 +0.1%
PFA
675
Pinnacle Family Advisors
Missouri
$511K +$237K +14,685 +86%
25 26
27
28 29