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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
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 Holding Trade Value Shares
Change 		Shares
Change %
PCM
751
Parsons Capital Management
Rhode Island
$353K +$54.8K +3,396 +18%
JWCA
752
J.W. Cole Advisors
Florida
$353K -$8.76K -543 -2%
CCP
753
Carmel Capital Partners
California
$352K – – –
HHGA
754
Halbert Hargrove Global Advisors
California
$351K – – –
SSWM
755
Smith Salley Wealth Management
North Carolina
$350K +$7.84K +486 +2%
GWM
756
Gray Wealth Management
Maine
$344K – – –
LC
757
LCNB Corp
Ohio
$341K – – –
GA
758
Geller Advisors
New York
$340K – – –
MP
759
McDonald Partners
Ohio
$339K -$31.4K -1,950 -8%
WA
760
Wambolt & Associates
Colorado
$337K +$337K +20,841 New
BAM
761
Belpointe Asset Management
Nevada
$334K +$3.19K +198 +1%
AIM
762
AHL Investment Management
Florida
$333K – – –
LSC
763
Lesa Sroufe & Co
Washington
$332K -$43.7K -2,712 -12%
FPW
764
Flagship Private Wealth
Massachusetts
$330K – – –
AWA
765
Aaron Wealth Advisors
Illinois
$328K +$328K +20,361 New
EFL
766
ERn Financial LLC
Wisconsin
$327K +$9.77K +606 +3%
IWA
767
Intercontinental Wealth Advisors
Texas
$327K -$21.6K -1,341 -6%
WAM
768
Worth Asset Management
Texas
$326K +$113K +6,996 +53%
IWN
769
Independent Wealth Network
Iowa
$325K -$113K -7,023 -26%
CFD
770
Creative Financial Designs
Indiana
$324K +$80.3K +4,983 +33%
ACM
771
Armbruster Capital Management
New York
$323K -$2.66K -165 -0.8%
IAA
772
Independent Advisor Alliance
North Carolina
$320K -$5.18K -321 -2%
AIA
773
Armor Investment Advisors
North Carolina
$318K – – –
DFG
774
Delta Financial Group
New Jersey
$317K +$678 +42 +0.2%
FA
775
FC Advisory
Pennsylvania
$317K +$15.8K +978 +5%
29 30
31
32 33