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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.

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 %
CSIA
1
Charles Schwab Investment Advisory
California
$4.59B 94,908,382 -1,061,160 -1%
Charles Schwab
2
Charles Schwab
California
$2.13B 43,994,418 +2,372,350 +6%
SEI Investments
3
SEI Investments
Pennsylvania
$1.45B 29,898,191 +583,243 +2%
Creative Planning
4
Creative Planning
Kansas
$1.42B 29,446,924 -1,194,579 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$839M 17,340,281 -351,144 -2%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$747M 15,443,783 -362,545 -2%
HSA
7
HBK Sorce Advisory
Pennsylvania
$430M 8,885,920 -8,597,176 -49%
SFG
8
Sage Financial Group
Pennsylvania
$399M 8,244,869 +128,438 +2%
UBS Group
9
UBS Group
Switzerland
$379M 7,839,563 -31,949 -0.4%
MGIA
10
Moneta Group Investment Advisors
Missouri
$318M 6,582,916 +1,221,535 +23%
CWM
11
Campbell Wealth Management
Virginia
$219M 4,535,018 +145,706 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$200M 4,136,676 -143,771 -3%
Mariner
13
Mariner
Kansas
$186M 3,843,767 -279,696 -7%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$178M 3,669,985 -204,646 -5%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$172M 3,558,321 +91,672 +3%
AWS
16
AJ Wealth Strategies
New York
$171M 3,528,797 -206,125 -6%
WP
17
WealthSource Partners
California
$168M 3,472,905 -63,948 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$155M 3,214,401 -210,244 -6%
KOC
19
Koss-Olinger Consulting
Florida
$149M 3,077,635 +234,050 +8%
JFG
20
JMG Financial Group
Illinois
$141M 2,907,036 +67,308 +2%
PCIA
21
Prime Capital Investment Advisors
Kansas
$136M 2,811,199 -596,522 -18%
ML
22
McAdam LLC
Pennsylvania
$124M 2,553,772 +1,379,414 +117%
BPA
23
Beacon Pointe Advisors
California
$118M 2,436,426 +87,957 +4%
LPL Financial
24
LPL Financial
California
$104M 2,154,245 +34,283 +2%
BWA
25
BlueSky Wealth Advisors
North Carolina
$95.5M 1,973,631 +64,448 +3%
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