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.

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 %
AG
151
Appleton Group
Wisconsin
$14.6M -$638K -39,561 -4%
CPIG
152
Chicago Partners Investment Group
Illinois
$14.4M +$2.19M +134,895 +18%
IA
153
IFP Advisors
Florida
$14.4M -$24.2M -1,109,550 -63%
LIM
154
Leavell Investment Management
Alabama
$14.4M -$105K -6,531 -0.7%
CAG
155
Compass Advisory Group
New York
$14.3M +$2.81M +174,186 +24%
LBC
156
Lowe Brockenbrough & Co
Virginia
$14.3M -$178K -11,031 -1%
SIC
157
Salem Investment Counselors
North Carolina
$14.1M +$134K +8,280 +1%
SSWM
158
Sheets Smith Wealth Management
North Carolina
$13.9M -$846K -52,473 -6%
WA
159
WBH Advisory
Maryland
$13.5M +$13.5M +837,045 New
AWM
160
Abound Wealth Management
Tennessee
$13.2M +$347K +21,513 +3%
AIP
161
Almanack Investment Partners
Pennsylvania
$12.8M -$1.03M -63,822 -7%
BIA
162
Bell Investment Advisors
California
$12.7M +$56.5K +3,507 +0.4%
Stifel Financial
163
Stifel Financial
Missouri
$12.5M +$355K +22,011 +3%
NCM
164
Northwest Capital Management
Oregon
$12.5M +$337K +20,910 +3%
ACM
165
Alpha Capital Management
Texas
$12.2M – – –
RCIM
166
Red Cedar Investment Management
Michigan
$12M -$9.96M -618,039 -45%
MA
167
MCF Advisors
Kentucky
$12M -$203K -12,585 -2%
CFA
168
Cahill Financial Advisors
Minnesota
$11.9M -$462K -28,647 -4%
EWM
169
Empirical Wealth Management
Washington
$11.9M +$732K +45,372 +7%
NRI
170
NFP Retirement Inc
California
$11.7M -$1.44M -89,178 -11%
LFS
171
Lutz Financial Services
Nebraska
$11.2M +$193K +11,964 +2%
CCA
172
Cobblestone Capital Advisors
New York
$11.2M -$155K -9,609 -1%
Cerity Partners
173
Cerity Partners
New York
$10.9M +$1.34M +83,310 +14%
FAG
174
Financial Advisory Group
Texas
$10.7M +$1.79M +110,925 +20%
SFPM
175
Sensible Financial Planning & Management
Massachusetts
$10.7M -$927K -57,486 -8%
5 6
7
8 9