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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 %
NSAM
201
North Star Asset Management
Wisconsin
$8.3M -$525K -32,592 -6%
AIM
202
AMI Investment Management
Indiana
$8.24M -$234K -14,490 -3%
CWM
203
Castle Wealth Management
Florida
$8.2M -$3.19M -197,967 -28%
OIA
204
OneDigital Investment Advisors
Kansas
$8.19M -$288K -17,862 -3%
TIM
205
Tortoise Investment Management
New York
$8.15M +$521K +32,283 +7%
US Bancorp
206
US Bancorp
Minnesota
$8.08M -$422K -26,157 -5%
GCM
207
G2 Capital Management
Ohio
$8.03M -$41.9K -2,598 -0.5%
MFA
208
Morling Financial Advisors
California
$7.97M -$51.3K -3,183 -0.6%
SWM
209
Shelton Wealth Management
Texas
$7.96M +$295K +18,279 +4%
RRC
210
Relaxing Retirement Coach
Massachusetts
$7.95M -$66.1K -4,101 -0.8%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$7.89M +$5.95M +369,198 +307%
NA
212
Nottingham Advisors
New York
$7.88M -$993K -61,611 -11%
EFG
213
Ethos Financial Group
Pennsylvania
$7.84M +$361K +22,392 +5%
NIC
214
Northwest Investment Counselors
Oregon
$7.8M +$108K +6,726 +1%
IWMA
215
Ironwood Wealth Management (Arizona)
Arizona
$7.69M -$316K -19,599 -4%
LPAM
216
Lodestar Private Asset Management
California
$7.69M -$126K -7,797 -2%
CBFP
217
Cedar Brook Financial Partners
Ohio
$7.34M +$3.87M +239,778 +111%
Toronto Dominion Bank
218
Toronto Dominion Bank
Ontario, Canada
$7.25M +$2.42M +150,000 +50%
PFC
219
Phocas Financial Corp
California
$7.16M +$192K +11,895 +3%
IRC
220
Investors Research Corp
Georgia
$7.09M +$326K +20,244 +5%
SFWC
221
Strategic Family Wealth Counselors
New Jersey
$7.07M +$227K +14,085 +3%
CAN
222
Cetera Advisor Networks
California
$7.04M -$213K -13,197 -3%
RFA
223
RTD Financial Advisors
Pennsylvania
$6.99M -$127K -7,884 -2%
EH
224
Equitable Holdings
New York
$6.97M +$274K +17,019 +4%
PWM
225
Prosperity Wealth Management
California
$6.93M +$2.61M +162,177 +61%
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