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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 %
UB
926
UMB Bank
Missouri
$116K – – –
HS
927
Horan Securities
United States
$113K +$919 +57 +0.8%
LC
928
Lindbrook Capital
California
$112K – – –
AWM
929
Accel Wealth Management
Iowa
$111K – – –
HPC
930
HM Payson & Co
Maine
$108K – – –
LB
931
Legacy Bridge
Iowa
$105K – – –
Citadel Advisors
932
Citadel Advisors
Florida
$99.3K -$6.13M -380,487 -98%
POIA
933
Pin Oak Investment Advisors
Texas
$97K – – –
PFP
934
Pinnacle Financial Partners
Tennessee
$96.7K – – –
SC
935
Stephens Consulting
Michigan
$96.5K – – –
BWL
936
Bogart Wealth LLC
Virginia
$95K +$145 +9 +0.2%
LFA
937
Legend Financial Advisors
Pennsylvania
$92.1K +$48 +3 +0.1%
RG
938
Retirement Group
California
$92K – – –
BWA
939
BDO Wealth Advisors
Florida
$88K +$97 +6 +0.1%
NRC
940
New Republic Capital
North Carolina
$85.1K +$85.1K +5,280 New
AWM
941
Atticus Wealth Management
Florida
$85.1K +$16.9K +1,047 +25%
EWA
942
EverSource Wealth Advisors
Alabama
$84.6K – – –
LFA
943
Level Financial Advisors
New York
$83K -$580 -36 -0.7%
TFGT
944
TS Financial Group (TSFG)
Illinois
$79K +$194 +12 +0.2%
TCPG
945
Trivant Custom Portfolio Group
California
$77.4K +$77.4K +4,800 New
KSWA
946
Kathleen S. Wright Associates
Pennsylvania
$76.4K +$18.8K +1,167 +33%
CCP
947
Clarkston Capital Partners
Michigan
$75.1K +$75.1K +4,656 New
SS
948
Sunbelt Securities
Texas
$72.6K +$72.6K +4,572 New
SIS
949
Strategic Investment Solutions
Illinois
$66.2K +$66.2K +4,104 New
BWM
950
Baystate Wealth Management
Massachusetts
$64.8K -$5.81K -360 -8%
36 37
38
39 40