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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 %
RW
801
Regimen Wealth
Georgia
$291K +$5.66K +351 +2%
FC
802
Fusion Capital
South Carolina
$290K -$14K -867 -5%
PTB
803
Pioneer Trust Bank
Oregon
$290K – – –
VBFG
804
Vishria Bird Financial Group
Tennessee
$289K -$8.08M -500,118 -97%
FCA
805
FinTrust Capital Advisors
South Carolina
$289K – – –
TP
806
Tranquility Partners
Tennessee
$287K – – –
CF
807
Centaurus Financial
California
$286K +$1.4K +87 +0.5%
WCM
808
Weik Capital Management
Pennsylvania
$284K -$7.26K -450 -2%
PIM
809
Penobscot Investment Management
Massachusetts
$284K -$24.7K -1,530 -8%
ABC
810
Associated Banc-Corp
Wisconsin
$282K – – –
RLWM
811
RF&L Wealth Management
Massachusetts
$281K +$2.42K +150 +0.9%
HCMT
812
Highland Capital Management (Tennessee)
Tennessee
$281K – – –
BWM
813
BlackDiamond Wealth Management
New York
$280K -$434K -27,189 -61%
DIS
814
Diversified Investment Strategies
Louisiana
$278K +$278K +17,247 New
CFO
815
Collective Family Office
Pennsylvania
$276K -$256K -15,900 -48%
RCA
816
Riverview Capital Advisers
Massachusetts
$274K +$919 +57 +0.3%
BBA
817
Braun-Bostich & Associates
Pennsylvania
$273K +$10.1K +624 +4%
MBTD
818
Mechanics Bank - Trust Department
California
$272K – – –
HIM
819
Harbour Investment Management
Washington
$272K – – –
NFC
820
Northeast Financial Consultants
Connecticut
$271K – – –
VIA
821
Vident Investment Advisory
Georgia
$270K – – –
RWA
822
Redhawk Wealth Advisors
Minnesota
$267K -$9.09K -564 -3%
RPA
823
Rock Point Advisors
Vermont
$267K – – –
Baird Financial Group
824
Baird Financial Group
Wisconsin
$266K -$73.8K -4,578 -22%
BAM
825
Bellevue Asset Management
Washington
$266K – – –
31 32
33
34 35