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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
Charles Schwab
California
$2.13B
2
ML
McAdam LLC
Pennsylvania
$124M
3
MGIA
Moneta Group Investment Advisors
Missouri
$318M
4
CL
Choreo LLC
Illinois
$38.1M
5
SEI Investments
SEI Investments
Pennsylvania
$1.45B

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$430M
2
Creative Planning
Creative Planning
Kansas
$1.42B
3
CSIA
Charles Schwab Investment Advisory
California
$4.59B
4
PCIA
Prime Capital Investment Advisors
Kansas
$136M
5
IA
IFP Advisors
Florida
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
176
First National Corp
Massachusetts
$10.5M +$77.7K +4,821 +0.7%
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
$10.4M -$1.2M -74,670 -10%
VFPW
178
Vantage Financial Partners (Wisconsin)
Wisconsin
$10.3M +$10.3M +640,578 New
AIA
179
Arcadia Investment Advisors
Idaho
$10.2M -$619K -38,391 -6%
GG
180
Greenwood Gearhart
Arkansas
$9.95M -$9.59M -594,726 -49%
DP
181
Denver PWM
Colorado
$9.9M -$89K -5,490 -0.9%
NL
182
NEPC LLC
Massachusetts
$9.86M – – –
BSW
183
Buckingham Strategic Wealth
Missouri
$9.64M – – –
SP
184
SWS Partners
Ohio
$9.63M -$91.7K -5,688 -0.9%
MF
185
Montis Financial
Massachusetts
$9.63M -$111K -6,906 -1%
CFG
186
Carr Financial Group
Massachusetts
$9.5M +$999K +61,956 +12%
TLP
187
Trinity Legacy Partners
Texas
$9.41M +$61.5K +3,813 +0.7%
Northern Trust
188
Northern Trust
Illinois
$9.24M +$3.79M +235,119 +70%
PA
189
Planning Alternatives
Michigan
$8.92M -$391K -24,228 -4%
PCMC
190
Private Capital Management (Colorado)
Colorado
$8.92M -$238K -14,784 -3%
RWRC
191
R.W. Roge & Company
New York
$8.77M -$2.67M -165,852 -23%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$8.73M +$571K +35,415 +7%
LCM
193
Leisure Capital Management
California
$8.72M +$554K +34,383 +7%
MHR
194
Matthew Hamilton Rosenberg
$8.7M -$25K -1,548 -0.3%
Jones Financial Companies
195
Jones Financial Companies
Missouri
$8.66M -$27.2K -1,686 -0.3%
SLT
196
St Louis Trust
Missouri
$8.57M -$2.76M -170,901 -24%
PMG
197
ProVise Management Group
Florida
$8.56M -$1.13M -70,344 -12%
CHA
198
Cooper/Haims Advisors
New York
$8.56M -$1.43M -88,869 -14%
ACG
199
Allen Capital Group
Nebraska
$8.35M +$8.35M +517,902 New
CAG
200
Csenge Advisory Group
Florida
$8.31M -$9.92K -615 -0.1%
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