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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 %
RDWM
126
Red Door Wealth Management
Tennessee
$18.5M -$1.1M -68,502 -6%
BHB
127
Bank Hapoalim BM
Israel
$18.4M – – –
NDSI
128
Newman Dignan & Sheerar Inc
Rhode Island
$18.4M +$379K +23,523 +2%
MFC
129
Morris Financial Concepts
South Carolina
$18.2M +$779K +48,285 +4%
SJIM
130
St. Johns Investment Management
Florida
$18.2M -$652K -40,446 -3%
PWA
131
Pillar Wealth Advisors
Pennsylvania
$18.2M -$135K -8,370 -0.7%
DAS
132
Dynamic Advisor Solutions
Arizona
$17.4M -$713K -44,196 -4%
GG
133
Gleason Group
Kentucky
$17.3M +$1.04M +64,371 +6%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$17M +$10.3M +639,273 +153%
RWP
135
Revolve Wealth Partners
New Jersey
$16.8M -$9.24M -572,811 -36%
BBPWM
136
Blue Bell Private Wealth Management
Pennsylvania
$16.3M -$692K -42,906 -4%
MCM
137
MAI Capital Management
Ohio
$16M -$637K -39,492 -4%
PWM
138
Provident Wealth Management
Tennessee
$15.8M -$224K -13,902 -1%
HCM
139
Hengehold Capital Management
Ohio
$15.3M -$123K -7,626 -0.8%
KHC
140
Koesten Hirschmann & Crabtree
Kansas
$15.3M +$480K +29,769 +3%
ACA
141
Aptus Capital Advisors
Alabama
$15.2M +$2.89M +179,262 +23%
SVWAG
142
Sound View Wealth Advisors Group
Georgia
$15.2M -$645K -39,978 -4%
CCM
143
Coldstream Capital Management
Washington
$15.1M +$399K +24,741 +3%
ACA
144
Ascension Capital Advisors
Texas
$14.9M -$56.1K -3,477 -0.4%
DW
145
Domani Wealth
Pennsylvania
$14.8M -$59.7K -3,705 -0.4%
GWANC
146
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.8M +$2.6M +160,980 +21%
AIM
147
Anchor Investment Management
South Carolina
$14.8M +$692K +42,891 +5%
DBRC
148
D.B. Root & Company
Pennsylvania
$14.7M -$386K -23,967 -3%
BWM
149
BCS Wealth Management
Tennessee
$14.6M +$2.2M +136,227 +18%
BDF
150
Black Diamond Financial
Maryland
$14.6M -$21.4K -1,329 -0.1%
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