SCHX icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
AF
76
Allworth Financial
California
$28.9M 597,849 -151,729 -20%
AFS
77
Access Financial Services
Minnesota
$28.7M 592,853 -33,495 -5%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$28.4M 586,759 +2,978 +0.5%
BFG
79
Berger Financial Group
Minnesota
$28.1M 580,802 -165,749 -22%
FMP
80
Financial Management Professionals
Texas
$27.8M 573,968 -1,044 -0.2%
NC
81
NewSquare Capital
Pennsylvania
$27.8M 573,953 +22,706 +4%
MSWM
82
McGlone Suttner Wealth Management
Wisconsin
$27.7M 572,312 +102,380 +22%
HI
83
Harbour Investments
Wisconsin
$27.6M 569,599 +70,377 +14%
AAMA
84
Advanced Asset Management Advisors
Ohio
$27.3M 563,400 – –
MTC
85
Matrix Trust Company
Colorado
$26.6M 550,481 +10,165 +2%
CF
86
Cantor Fitzgerald
New York
$26.5M 547,820 -213,618 -28%
Wells Fargo
87
Wells Fargo
California
$26M 538,442 +2,793 +0.5%
FFN
88
Focus Financial Network
Minnesota
$25.1M 518,402 +39,382 +8%
RA
89
Rational Advisors
New York
$24.8M 511,751 -31,307 -6%
BA
90
Ballast Advisors
Minnesota
$24.7M 509,725 +1,075 +0.2%
MF
91
Manchester Financial
California
$24.6M 507,863 +25,749 +5%
BCI
92
Brinker Capital Investments
Pennsylvania
$24.4M 504,207 +4,143 +0.8%
OPS
93
Orion Portfolio Solutions
Nebraska
$24.4M 504,207 +490,515 +3,582%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$24.3M 501,401 -50,879 -9%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$24M 495,311 +59,210 +14%
SC
96
Savant Capital
Illinois
$23.7M 490,474 -96,223 -16%
DB
97
Dravo Bay
Delaware
$23.7M 490,003 +11,075 +2%
VC
98
Veery Capital
Delaware
$23.2M 480,368 +50,156 +12%
AIM
99
Athena Investment Management
California
$23.1M 476,738 -2,067 -0.4%
MFGP
100
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23M 475,991 -10,014 -2%
2 3
4
5 6