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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.

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
1
Charles Schwab
California
$2.13B
2
ML
2
McAdam LLC
Pennsylvania
$124M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$318M
4
CL
4
Choreo LLC
Illinois
$38.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$1.45B

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$430M
2
Creative Planning
2
Creative Planning
Kansas
$1.42B
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.59B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$136M
5
IA
5
IFP Advisors
Florida
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PRS
51
Pinkerton Retirement Specialists
Idaho
$44.4M 917,627 +35,712 +4%
LWMT
52
Legacy Wealth Management (Tennessee)
Tennessee
$44.2M 912,948 -14,300 -2%
AT
53
American Trust
Kentucky
$43.8M 900,926 -320,550 -26%
CST
54
Charles Schwab Trust
Nevada
$43M 889,065 +30,177 +4%
LFG
55
Leverty Financial Group
Wisconsin
$42.7M 882,777 +52,471 +6%
FC
56
Financial Consulate
Maryland
$41.3M 852,964 +156,285 +22%
AWMG
57
Alliance Wealth Management Group
New Jersey
$41.2M 851,515 +3,294 +0.4%
TCM
58
Towercrest Capital Management
Pennsylvania
$41.2M 851,515 +3,294 +0.4%
JIC
59
Johnson Investment Counsel
Ohio
$40.9M 846,080 -24,179 -3%
JIP
60
Jaffetilchin Investment Partners
Florida
$39M 807,038 -61,828 -7%
SAM
61
Standpoint Asset Management
Arizona
$38.5M 796,900 +39,300 +5%
Truist Financial
62
Truist Financial
North Carolina
$38.5M 795,486 +13,249 +2%
CL
63
Choreo LLC
Illinois
$38.1M 788,392 +788,392 New
VNA
64
Valley National Advisers
Pennsylvania
$37.2M 763,648 -23,383 -3%
RA
65
Riversedge Advisors
Delaware
$36.2M 747,898 +5,560 +0.7%
BMM
66
Buffington Mohr McNeal
Idaho
$33.8M 699,366 -2,533 -0.4%
CMP
67
Courage Miller Partners
Virginia
$33.6M 694,729 -30,309 -4%
IAS
68
IMA Advisory Services
Colorado
$32.6M 674,517 +9,077 +1%
Ameriprise
69
Ameriprise
Minnesota
$31.7M 655,169 -382,978 -37%
AP
70
Appleton Partners
Massachusetts
$31.5M 652,164 -6,316 -1%
MI
71
Moneywise Inc
Virginia
$31.3M 646,573 +38,495 +6%
AA
72
Ashford Advisors
New York
$31.3M 646,555 -17,112 -3%
PFM
73
Parsec Financial Management
North Carolina
$30.1M 622,584 -11,834 -2%
CWM
74
Congress Wealth Management
Massachusetts
$29.2M 603,970 +21,068 +4%
FVWA
75
Foster Victor Wealth Advisors
South Carolina
$29M 601,617 -495,601 -45%
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