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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 %
BSI
901
Bennett Selby Investments
Maine
$203K -$12.9K -801 -6%
FFWM
902
Future Financial Wealth Management
Ohio
$202K +$202K +12,492 New
HR
903
Howe & Rusling
New York
$202K -$99.8K -6,189 -33%
CA
904
Calton & Associates
Florida
$201K -$1.5M -92,724 -88%
GWWM
905
Great Waters Wealth Management
Minnesota
$200K +$200K +12,369 New
GP
906
Girard Partners
Pennsylvania
$200K +$200K +12,417 New
AIIMS
907
Analyst IMS Investment Management Services
Israel
$200K +$200K +12,600 New
MIM
908
Macroview Investment Management
Maryland
$193K +$1.06K +66 +0.6%
WWM
909
Wagner Wealth Management
South Carolina
$182K +$16.4K +1,017 +10%
JFGIW
910
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$181K +$151K +9,357 +501%
HCP
911
Hexagon Capital Partners
Arkansas
$180K -$2.56K -159 -1%
TWM
912
Tradition Wealth Management
Minnesota
$180K -$21.4K -1,329 -11%
GBT
913
Grove Bank & Trust
Florida
$177K – – –
Fifth Third Bancorp
914
Fifth Third Bancorp
Ohio
$160K +$36.2K +2,247 +29%
RF
915
Robbins Farley
New Hampshire
$154K +$6.58K +408 +4%
NG
916
NWK Group
California
$147K – – –
SWM
917
Sugarloaf Wealth Management
Georgia
$142K – – –
BCMLT
918
Beacon Capital Management LLC (Tennessee)
Tennessee
$139K -$20.5K -1,269 -13%
AWA
919
Alaska Wealth Advisors
Alaska
$138K +$138K +8,538 New
PWMG
920
Prestige Wealth Management Group
New Jersey
$134K – – –
GT
921
Glenmede Trust
Pennsylvania
$130K – – –
GWSG
922
GPS Wealth Strategies Group
Colorado
$128K +$128K +7,911 New
SIS
923
Sound Income Strategies
Florida
$125K -$1.65K -102 -1%
CWM
924
Cedar Wealth Management
California
$124K -$4.79K -297 -4%
GWS
925
Glassman Wealth Services
Virginia
$118K +$72.2K +4,479 +157%
35 36
37
38 39