SCHX icon

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 %
EW
701
Evoke Wealth
California
$436K – – –
MIM
702
Moseley Investment Management
Florida
$433K +$48 +3 +0%
SPC
703
Stewart & Patten Company
California
$433K -$34K -2,106 -7%
CIC
704
Carnegie Investment Counsel
Ohio
$431K -$114K -7,059 -21%
CW
705
CreativeOne Wealth
Kansas
$427K +$25.2K +1,563 +6%
S
706
SignatureFD
Georgia
$425K +$14.1K +873 +3%
HF
707
HRT Financial
New York
$423K +$423K +26,280 New
SCA
708
Stillwater Capital Advisors
Pennsylvania
$423K – – –
CA
709
Claro Advisors
Massachusetts
$421K -$122K -7,536 -22%
MIC
710
Means Investment Company
Maine
$421K – – –
GIA
711
GHP Investment Advisors
Colorado
$420K -$3.63K -225 -0.9%
Franklin Resources
712
Franklin Resources
California
$415K – – –
VPP
713
Vertex Planning Partners
Illinois
$413K +$13.4K +834 +3%
HFS
714
Heritage Financial Services
Massachusetts
$409K -$79.5K -4,929 -16%
JFG
715
JDM Financial Group
Texas
$409K +$242 +15 +0.1%
SFS
716
Sowell Financial Services
Arkansas
$407K -$241K -14,940 -37%
PFA
717
Plotkin Financial Advisors
Maryland
$407K -$123K -7,611 -23%
MOS
718
MGO One Seven
Ohio
$407K +$407K +25,215 New
MA
719
Modus Advisors
Minnesota
$406K -$29.4K -1,824 -7%
HGWM
720
Horst & Graben Wealth Management
Oregon
$405K +$1.06K +66 +0.3%
FMN
721
Financial Management Network
California
$405K +$723 +45 +0.2%
CIA
722
Capital Investment Advisors
Georgia
$400K +$79.8K +4,950 +25%
4WM
723
44 Wealth Management
Oregon
$399K -$23.2K -1,437 -5%
KPWS
724
Kestra Private Wealth Services
Texas
$399K +$168K +10,422 +73%
TSS
725
Two Sigma Securities
New York
$398K +$398K +24,699 New
27 28
29
30 31