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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 %
FCAG
1026
First Capital Advisors Group
New Jersey
$2.81K – – –
GEA
1027
Glen Eagle Advisors
New Jersey
$2.37K +$1.01K +63 +75%
BA
1028
Bellwether Advisors
Nebraska
$2.23K – – –
CIA
1029
Cascade Investment Advisors
Oregon
$2.23K +$2.23K +138 New
Russell Investments Group
1030
Russell Investments Group
United Kingdom
$1.89K +$1.89K +117 New
BLC
1031
Brown, Lisle/Cummings
Rhode Island
$1.89K – – –
RWPA
1032
Richard W. Paul & Associates
Michigan
$1.83K -$240 -15 -12%
HH
1033
HWG Holdings
Texas
$1.4K – – –
RCM
1034
Raleigh Capital Management
North Carolina
$1.31K – – –
PP
1035
PrairieView Partners
Minnesota
$1K -$286 -24 -22%
CFFP
1036
Center for Financial Planning
Michigan
$581 – – –
CT
1037
Colonial Trust
South Carolina
$48 -$288 -18 -86%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1038
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.52M -300,000 Closed
FAAM
1039
First Ascent Asset Management
Colorado
– -$2.53M -168,318 Closed
TDWM
1040
Topel & Distasi Wealth Management
California
– -$2.1M -139,500 Closed
LAM
1041
L2 Asset Management
Massachusetts
– -$1.48M -98,100 Closed
WIM
1042
WealthPlan Investment Management
Nebraska
– -$1.57M -96,486 Closed
EFS
1043
Econ Financial Services
Pennsylvania
– -$1.3M -86,139 Closed
RFC
1044
Regions Financial Corp
Alabama
– -$1.29M -85,962 Closed
LA
1045
Lindenwold Advisors
Pennsylvania
– -$1.14M -76,065 Closed
MPW
1046
MGO Private Wealth
California
– -$1.08M -71,874 Closed
CAM
1047
CPA Asset Management
Florida
– -$975K -64,761 Closed
OMC
1048
Old Mission Capital
Illinois
– -$840K -55,827 Closed
RIA
1049
Retirement Investment Advisors
Oklahoma
– -$596K -39,606 Closed
SWP
1050
Strategic Wealth Partners
Ohio
– -$521K -34,614 Closed
40 41
42
43 44