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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 %
VBWMG
851
Von Berge Wealth Management Group
California
$247K – – –
CIAS
852
Capital Investment Advisory Services
North Carolina
$247K -$27.4K -1,698 -10%
SIA
853
Soltis Investment Advisors
Utah
$245K +$245K +15,177 New
SPIA
854
Steward Partners Investment Advisory
New York
$244K +$33.5K +2,079 +16%
VCM
855
Vigilant Capital Management
Maine
$243K -$160K -9,900 -40%
FLA
856
Financial Life Advisors
Texas
$242K – – –
AW
857
Avion Wealth
Texas
$240K – – –
B
858
Bridgeworth
Alabama
$238K +$238K +14,745 New
CT
859
Cambridge Trust
Massachusetts
$237K +$26.4K +1,638 +13%
ASI
860
Advisory Services & Investments
Oregon
$237K – – –
OL
861
Owen LaRue
Kentucky
$236K – – –
Fisher Asset Management
862
Fisher Asset Management
Washington
$236K -$13.4K -831 -5%
AFA
863
AllGen Financial Advisors
Florida
$235K +$235K +14,601 New
GWM
864
Geneos Wealth Management
Colorado
$235K +$76K +4,716 +48%
WPA
865
West Paces Advisors
Georgia
$235K – – –
SIMM
866
Stillwater Investment Management (Minnesota)
Minnesota
$234K +$6.77K +420 +3%
IA
867
IFG Advisors
Missouri
$233K +$233K +14,469 New
WW
868
Westshore Wealth
California
$231K +$919 +57 +0.4%
RPG
869
Resource Planning Group
Georgia
$231K -$1.21K -75 -0.5%
FFA
870
Fragasso Financial Advisors
Pennsylvania
$230K +$230K +14,268 New
AG
871
Advocate Group
Minnesota
$229K – – –
TCM
872
Tradewinds Capital Management
Washington
$229K -$225K -13,950 -50%
MAG
873
Mayfair Advisory Group
Alabama
$227K -$7.54K -465 -3%
TAM
874
Titleist Asset Management
Texas
$224K +$224K +13,902 New
IF
875
Intrua Financial
Texas
$224K – – –
33 34
35
36 37