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Schwab US Large- Cap ETF
SCHX

1,039 hedge funds and large institutions have $21B invested in Schwab US Large- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 369 increasing their positions, 427 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more call options, than puts

Call options by funds: $4.22M | Put options by funds: $1.09M

44% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 54

4% more capital invested

Capital invested by funds: $20.2B → $21B (+$797M)

1% more funds holding in top 10

Funds holding in top 10: 164 → 165 (+1)

0% more funds holding

Funds holding: 1,035 → 1,039 (+4)

5.35% less ownership

Funds ownership: 206.4% → 201.05% (-5.3%)

14% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 427

Holders
1,039
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
16.56%
Holding in Top 10
165
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.61%
% of All Funds
2.63%
New
78
Increased
369
Reduced
427
Closed
54
Calls
$4.22M
Puts
$1.09M
Net Calls
+$3.13M
Net Calls Change
+$632K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$112M
2
ML
McAdam LLC
Pennsylvania
+$65.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$57.7M
4
CL
Choreo LLC
Illinois
+$37.2M
5
SEI Investments
SEI Investments
Pennsylvania
+$27.5M

Top Sellers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
-$406M
2
Creative Planning
Creative Planning
Kansas
-$56.4M
3
CSIA
Charles Schwab Investment Advisory
California
-$50.1M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$28.2M
5
FVWA
Foster Victor Wealth Advisors
South Carolina
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
826
Baird Financial Group
Wisconsin
$266K -$72K -4,578 -22%
BAM
827
Bellevue Asset Management
Washington
$266K – – –
LB
828
Leo Brokerage
Texas
$265K +$259K +16,452 New
FMII
829
Farmers & Merchants Investments Inc
Nebraska
$264K – – –
BWP
830
Balboa Wealth Partners
Arizona
$264K -$29.6K -1,881 -10%
OAM
831
Oppenheimer Asset Management
New York
$261K +$1.27K +81 +0.5%
SAA
832
Southeast Asset Advisors
Georgia
$260K – – –
H
833
HoyleCohen
California
$259K -$17.5K -1,113 -6%
KeyBank National Association
834
KeyBank National Association
Ohio
$258K +$252K +15,999 New
SWM
835
Seaside Wealth Management
California
$256K – – –
CTC
836
Central Trust Company
Missouri
$255K – – –
RWA
837
River Wealth Advisors
Pennsylvania
$253K -$115K -7,308 -32%
RSWM
838
Robertson Stephens Wealth Management
California
$253K +$247K +15,687 New
SS
839
Sound Stewardship
Kansas
$252K -$1.46K -93 -0.6%
PFA
840
Pathway Financial Advisors
Vermont
$252K – – –
PAM
841
Private Asset Management
California
$252K -$10.6K -675 -4%
CPA
842
Cardiff Park Advisors
California
$252K +$850 +54 +0.3%
EFM
843
Eley Financial Management
Vermont
$251K – – –
RIS
844
Retirement Income Solutions
Michigan
$251K – – –
FWM
845
Fortress Wealth Management
California
$250K – – –
SWA
846
Stratos Wealth Advisors
Ohio
$250K +$897 +57 +0.4%
MCM
847
Morton Capital Management
California
$249K +$243K +15,471 New
TCWA
848
Ten Capital Wealth Advisors
Washington
$248K +$210K +13,350 +651%
PP
849
Patten & Patten
Tennessee
$248K +$21K +1,332 +9%
DADC
850
D.A. Davidson & Co
Montana
$248K -$8.97K -570 -4%
32 33
34
35 36

SCHX Hedge Fund Activity: Q1 2023 in Review

1,039 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2023, worth a combined $21B — up 3.9% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SCHX positions and 54 closed out — a net gain of 24 holders — while 369 added to existing stakes and 427 trimmed.

The largest buyer was Charles Schwab, adding an estimated $112M. The largest seller was HBK Sorce Advisory, cutting an estimated $406M.

  • 1,039 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2023, up from 1,035 in Q4 2022.
  • Funds reported $21B of Schwab US Large- Cap ETF stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 78 funds opened new Schwab US Large- Cap ETF positions in Q1 2023 and 54 closed out, a net change of +24 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q1 2023 was Charles Schwab, an estimated $112M added.
  • The largest Schwab US Large- Cap ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $406M sold.

Based on aggregated 13F filings for Q1 2023.