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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 %
TWM
676
Thrive Wealth Management
Pennsylvania
$509K -$1.5K -93 -0.3%
RGF
677
Retirement Guys Formula
Ohio
$508K -$85.2K -5,283 -14%
HIC
678
Hartline Investment Corp
Illinois
$505K – – –
REMPR
679
Roof Eidam Maycock Peralta (REMP)
California
$504K -$35.6K -2,208 -7%
MCCP
680
Mission Creek Capital Partners
California
$498K -$46K -2,850 -8%
RCAG
681
Rehmann Capital Advisory Group
Michigan
$491K – – –
DFA
682
DHJJ Financial Advisors
Illinois
$488K +$484 +30 +0.1%
Koshinski Asset Management
683
Koshinski Asset Management
Illinois
$484K +$5.85K +363 +1%
BIAS
684
Beacon Investment Advisory Services
New Jersey
$482K +$91.7K +5,685 +24%
TWM
685
Tanglewood Wealth Management
Texas
$481K – – –
BWA
686
Beam Wealth Advisors
Louisiana
$469K +$163K +10,134 +53%
IWP
687
IAG Wealth Partners
Wisconsin
$467K +$273K +16,902 +140%
RIM
688
Rockbridge Investment Management
New York
$466K +$2.42K +150 +0.5%
OC
689
Oarsman Capital
Wisconsin
$464K +$48 +3 +0%
BFC
690
Bedel Financial Consulting
Indiana
$464K -$8.42K -522 -2%
ML
691
Mayport LLC
Massachusetts
$460K – – –
WFA
692
WestHill Financial Advisors
California
$458K -$96K -5,952 -17%
CCG
693
Cypress Capital Group
Florida
$456K – – –
SMC
694
Smith, Moore & Co
Missouri
$449K – – –
MMA
695
Miracle Mile Advisors
California
$446K -$31.7K -1,965 -7%
LWANC
696
Laurel Wealth Advisors (North Carolina)
North Carolina
$443K -$7.01K -435 -2%
GF
697
Gries Financial
Ohio
$441K – – –
CCWM
698
Cassaday & Co Wealth Management
Virginia
$441K -$1.89K -117 -0.4%
DWP
699
Destiny Wealth Partners
Florida
$441K -$449K -27,846 -50%
MG
700
Mather Group
Illinois
$440K -$3.05K -189 -0.7%
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