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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 %
GFWA
1001
Grey Fox Wealth Advisors
Delaware
$8.59K -$10.7K -666 -56%
AAG
1002
Armstrong Advisory Group
Massachusetts
$8.27K – – –
HGERS
1003
Householder Group Estate & Retirement Specialist
Arizona
$8K +$8K +486 New
WIM
1004
Westside Investment Management
California
$7.74K – – –
AA
1005
Atmos Advisory
Pennsylvania
$7.59K -$21.3K -1,320 -74%
CCM
1006
Chilton Capital Management
Texas
$7.26K +$7.26K +450 New
PP
1007
Pacifica Partners
Canada
$7.2K – – –
Citigroup
1008
Citigroup
New York
$6.39K -$2.47K -153 -28%
EWM
1009
Endurance Wealth Management
Rhode Island
$6K – – –
SWA
1010
SOA Wealth Advisors
New York
$5.61K – – –
QCG
1011
Quadrant Capital Group
Ohio
$5.22K – – –
FFA
1012
Fairfield Financial Advisors
Massachusetts
$4.99K +$48 +3 +1%
KA
1013
Kozak & Associates
Colorado
$4.93K – – –
CWP
1014
Concord Wealth Partners
Virginia
$4.53K +$48 +3 +1%
BCM
1015
Bourgeon Capital Management
Connecticut
$4.35K – – –
AAP
1016
Arax Advisory Partners
Colorado
$4.35K +$629 +39 +17%
KFI
1017
Key Financial Inc
Pennsylvania
$4.35K – – –
HDIM
1018
Hanson & Doremus Investment Management
Vermont
$4K – – –
TF
1019
Tompkins Financial
New York
$3.82K – – –
CFGS
1020
Concourse Financial Group Securities
Alabama
$3.58K -$3.34K -207 -48%
LCM
1021
Logan Capital Management
Pennsylvania
$3.34K -$12.3K -762 -79%
AA
1022
Addison Advisors
Vermont
$3.19K – – –
ACA
1023
Atlas Capital Advisors
Wyoming
$3.19K – – –
GFPC
1024
Global Financial Private Client
Florida
$3.11K – – –
OAJ
1025
Ogorek Anthony Joseph
New York
$3K – – –
39 40
41
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