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 %
SFG
101
SNS Financial Group
Minnesota
$22.6M 467,319 +43,348 +10%
SWA
102
Sutton Wealth Advisors
Florida
$22.6M 466,273 -12,120 -3%
FI
103
FIDELIS iM
Oregon
$22.5M 465,316 +39,990 +9%
VAS
104
Valicenti Advisory Services
New York
$22.2M 458,262 -36,568 -7%
KWM
105
Kolinsky Wealth Management
New Jersey
$22M 455,609 -804 -0.2%
MIA
106
Milestone Investment Advisors
Wisconsin
$22M 454,842 +3,377 +0.7%
BA
107
Bristlecone Advisors
Washington
$21.5M 443,993 -2,111 -0.5%
SFMG
108
Sage Financial Management Group
Virginia
$21.4M 441,712 -128,168 -22%
DWM
109
Destination Wealth Management
California
$21.2M 438,893 -349,000 -44%
CCA
110
Clearwater Capital Advisors
Illinois
$21.1M 436,000 -14,314 -3%
KCPG
111
Kavar Capital Partners Group
Kansas
$20.7M 428,975 -34,958 -8%
YAL
112
Your Advocates Ltd
Texas
$20.2M 417,826 +330,378 +378%
D
113
Diversified
Delaware
$20.1M 415,964 -89,813 -18%
BWA
114
Burt Wealth Advisors
Maryland
$20.1M 415,177 +17,890 +5%
SDWMA
115
Schneider Downs Wealth Management Advisors
Pennsylvania
$19.8M 409,047 +10,402 +3%
CAAM
116
Cornerstone Advisors Asset Management
Pennsylvania
$19.2M 396,635 +23,052 +6%
ADL
117
Asset Dedication LLC
California
$19.1M 394,861 +17,068 +5%
AA
118
Ancora Advisors
Ohio
$19.1M 394,361 -31,152 -7%
VFIC
119
Valley Forge Investment Consultants
Pennsylvania
$19.1M 394,337 +2,921 +0.7%
BAAM
120
Baker Avenue Asset Management
California
$19M 392,069 +33,264 +9%
PAG
121
Powers Advisory Group
Illinois
$19M 392,067 +8,525 +2%
MSFS
122
Main Street Financial Solutions
Pennsylvania
$18.8M 389,635 +13,892 +4%
CG
123
Colony Group
Massachusetts
$18.8M 387,763 -13,579 -3%
NFG
124
Northeast Financial Group
Pennsylvania
$18.7M 389,455 +27,758 +8%
FCM
125
Fortis Capital Management
Washington
$18.6M 385,517 +6,260 +2%
3 4
5
6 7