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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 %
Natixis Advisors
1051
Natixis Advisors
Massachusetts
– -$466K -30,963 Closed
BMM
1052
Berkshire Money Management
Massachusetts
– -$454K -30,171 Closed
MCM
1053
Monument Capital Management
Virginia
– -$376K -24,969 Closed
MFG
1054
Merit Financial Group
Georgia
– -$326K -21,636 Closed
LCM
1055
Liberty Capital Management
Michigan
– -$302K -20,091 Closed
MCP
1056
Mirador Capital Partners
California
– -$284K -18,852 Closed
WIP
1057
WealthCare Investment Partners
Rhode Island
– -$268K -17,808 Closed
ACM
1058
Advance Capital Management
Michigan
– -$255K -16,944 Closed
SHWM
1059
Silicon Hills Wealth Management
Texas
– -$249K -16,569 Closed
CCMG
1060
Clark Capital Management Group
Pennsylvania
– -$247K -16,425 Closed
WCA
1061
Waypoint Capital Advisors
Minnesota
– -$232K -15,387 Closed
AAM
1062
Austin Asset Management
Texas
– -$212K -14,988 Closed
RF
1063
Rollins Financial
Georgia
– -$220K -14,643 Closed
CA
1064
CapWealth Advisors
Tennessee
– -$211K -14,040 Closed
AAM
1065
Ameraudi Asset Management
New York
– -$207K -13,764 Closed
FIM
1066
FWL Investment Management
Texas
– -$189K -12,555 Closed
DPI
1067
Diversified Portfolios Inc
Michigan
– -$178K -11,853 Closed
PG
1068
Proffitt & Goodson
Tennessee
– -$145K -9,624 Closed
MCC
1069
Money Concepts Capital
Florida
– -$127K -8,424 Closed
FA
1070
Fiduciary Alliance
South Carolina
– -$103K -6,855 Closed
ACP
1071
Arcus Capital Partners
Georgia
– -$102K -6,810 Closed
FWA
1072
Freedom Wealth Alliance
Wisconsin
– -$44.6K -2,964 Closed
AWM
1073
Angeles Wealth Management
California
– -$42.3K -2,808 Closed
BL
1074
Balentine LLC
Georgia
– -$40.5K -2,691 Closed
EE
1075
EWG Elevate
California
– -$32.9K -2,184 Closed
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