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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 %
LB
826
Leo Brokerage
Texas
$265K +$265K +16,452 New
FMII
827
Farmers & Merchants Investments Inc
Nebraska
$264K – – –
BWP
828
Balboa Wealth Partners
Arizona
$264K -$30.3K -1,881 -10%
OAM
829
Oppenheimer Asset Management
New York
$261K +$1.31K +81 +0.5%
SAA
830
Southeast Asset Advisors
Georgia
$260K – – –
H
831
HoyleCohen
California
$259K -$17.9K -1,113 -6%
KeyBank National Association
832
KeyBank National Association
Ohio
$258K +$258K +15,999 New
SWM
833
Seaside Wealth Management
California
$256K – – –
CTC
834
Central Trust Company
Missouri
$255K – – –
RWA
835
River Wealth Advisors
Pennsylvania
$253K -$118K -7,308 -32%
RSWM
836
Robertson Stephens Wealth Management
California
$253K +$253K +15,687 New
SS
837
Sound Stewardship
Kansas
$252K -$1.5K -93 -0.6%
PFA
838
Pathway Financial Advisors
Vermont
$252K – – –
PAM
839
Private Asset Management
California
$252K -$10.9K -675 -4%
CPA
840
Cardiff Park Advisors
California
$252K +$871 +54 +0.3%
RIS
841
Retirement Income Solutions
Michigan
$251K – – –
EFM
842
Eley Financial Management
Vermont
$251K – – –
FWM
843
Fortress Wealth Management
California
$250K – – –
SWA
844
Stratos Wealth Advisors
Ohio
$250K +$919 +57 +0.4%
MCM
845
Morton Capital Management
California
$249K +$249K +15,471 New
TCWA
846
Ten Capital Wealth Advisors
Washington
$248K +$215K +13,350 +651%
PP
847
Patten & Patten
Tennessee
$248K +$21.5K +1,332 +9%
DADC
848
D.A. Davidson & Co
Montana
$248K -$9.19K -570 -4%
OWA
849
One Wealth Advisors
California
$248K +$248K +15,384 New
MCA
850
MSH Capital Advisors
Arizona
$247K -$31.4K -1,950 -11%
32 33
34
35 36