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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 %
BWP
951
Baldwin Wealth Partners
Massachusetts
$61.1K +$27.3K +1,695 +81%
GWSA
952
Global Wealth Strategies & Associates
Colorado
$58.2K +$967 +60 +2%
CSWM
953
Cassady Schiller Wealth Management
Ohio
$57.8K – – –
RP
954
Rice Partnership
Hawaii
$56.8K +$56.8K +3,525 New
CAL
955
Capital Analysts LLC
Pennsylvania
$52K +$192 +12 +0.4%
LWA
956
Lowe Wealth Advisors
Maryland
$49.6K -$56.2K -3,486 -53%
GWM
957
Guardian Wealth Management
Illinois
$49.6K -$7.89K -489 -14%
ST
958
Smithfield Trust
Pennsylvania
$49K – – –
BFEC
959
Benjamin F. Edwards & Company
Missouri
$45K – – –
WT
960
Washington Trust
Rhode Island
$43.8K – – –
ME
961
McIlrath & Eck
Washington
$42.3K +$2.81K +174 +7%
NFSG
962
Newbridge Financial Services Group
Florida
$41K -$7.54K -468 -16%
TFM
963
TFC Financial Management
Massachusetts
$39.3K +$97 +6 +0.2%
CWC
964
Carolinas Wealth Consulting
North Carolina
$37.8K – – –
HF
965
Halpern Financial
Virginia
$37.7K -$5.8K -360 -13%
CIM
966
Contravisory Investment Management
Massachusetts
$37.6K -$7.64K -474 -17%
TAM
967
Tucker Asset Management
Colorado
$37.4K – – –
TF
968
TimeScale Financial
Massachusetts
$34.4K +$7.01K +435 +26%
National Bank of Canada
969
National Bank of Canada
Quebec, Canada
$34.2K – – –
FP
970
Financial Perspectives
Minnesota
$33.9K – – –
VCM
971
Versant Capital Management
Arizona
$33.7K – – –
CIA
972
Choate Investment Advisors
Massachusetts
$33.5K – – –
CMP
973
Coston McIsaac & Partners
Maine
$33K – – –
HBW
974
Hazlett, Burt & Watson
West Virginia
$32K -$17.7K -1,098 -36%
SIC
975
SJS Investment Consulting
Ohio
$31.2K – – –
37 38
39
40 41