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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 %
First Manhattan
726
First Manhattan
New York
$395K +$328K +20,346 +489%
CA
727
Clearstead Advisors
Ohio
$394K -$24.1K -1,494 -6%
TA
728
TrueWealth Advisors
Alabama
$391K – – –
BWA
729
Bordeaux Wealth Advisors
California
$390K +$390K +24,168 New
Principal Financial Group
730
Principal Financial Group
Iowa
$389K – – –
MWA
731
Motive Wealth Advisors
Michigan
$389K – – –
RFA
732
Resurgent Financial Advisors
Georgia
$387K – – –
SF
733
Summit Financial
New Jersey
$387K +$10.5K +651 +3%
PCA
734
Prosperity Capital Advisors
Ohio
$385K +$8.85K +549 +2%
CIA
735
Covington Investment Advisors
Pennsylvania
$383K +$383K +23,769 New
OPWM
736
Oxinas Partners Wealth Management
Indiana
$383K +$59.6K +3,696 +18%
GCP
737
Gill Capital Partners
Colorado
$382K -$25.2K -1,566 -6%
TWA
738
TCI Wealth Advisors
Arizona
$380K -$147K -9,138 -28%
HWA
739
Heartwood Wealth Advisors
Virginia
$376K – – –
APW
740
Austin Private Wealth
Texas
$375K -$12.5K -777 -3%
PAM
741
Pegasus Asset Management
New York
$371K -$2.61K -162 -0.7%
LWMNY
742
Landmark Wealth Management (New York)
New York
$370K +$370K +22,932 New
TBC
743
Ted Buchan & Co
California
$369K – – –
CA
744
Cambridge Advisors
Nebraska
$366K -$25.5K -1,584 -7%
1IA
745
1834 Investment Advisors
Wisconsin
$364K +$60.6K +3,756 +20%
MSA
746
McAlister Sweet & Associates
Texas
$361K -$23.2K -1,440 -6%
PCM
747
Palouse Capital Management
Washington
$360K +$4.06K +252 +1%
WP
748
Westmount Partners
California
$357K +$242 +15 +0.1%
Wolverine Trading
749
Wolverine Trading
Illinois
$355K +$355K +22,359 New
NEPWA
750
New England Private Wealth Advisors
Massachusetts
$354K +$31.4K +1,950 +10%
28 29
30
31 32