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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

957 hedge funds and large institutions have $18.5B invested in Schwab US Large- Cap ETF in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 398 increasing their positions, 337 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
-9
Holders Change %
-0.93%
% of All Funds
16.55%
Holding in Top 10
170
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.41%
% of All Funds
2.94%
New
68
Increased
398
Reduced
337
Closed
61
Calls
$4.17M
Puts
–
Net Calls
+$4.17M
Net Calls Change
+$2.08M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$400M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$324M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$167M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$142M
5
AWS
AJ Wealth Strategies
New York
+$62M

Top Sellers

1
OAM
Oak Asset Management
California
-$32.6M
2
AIP
Almanack Investment Partners
Pennsylvania
-$30.7M
3
NSAM
North Star Asset Management
Wisconsin
-$19.7M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$17.5M
5
KAS
Kestra Advisory Services
Texas
-$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
226
CVA Family Office
Colorado
$5.49M -$717K -50,754 -12%
BPM
227
Bowling Portfolio Management
Ohio
$5.47M -$51.2K -3,630 -0.9%
BCM
228
Barden Capital Management
Texas
$5.44M +$80.9K +5,730 +2%
LF
229
Lee Financial
Texas
$5.25M -$57.4K -4,068 -1%
EH
230
Equitable Holdings
New York
$5.24M +$152K +10,737 +3%
SPC
231
Sigma Planning Corp
Michigan
$5.23M +$261K +18,465 +5%
EW
232
Element Wealth
Mississippi
$5.2M -$79.3K -5,619 -2%
OPWM
233
Oakwell Private Wealth Management
Texas
$5.2M +$252K +17,853 +5%
ECM
234
Exchange Capital Management
Michigan
$5.17M -$161K -11,409 -3%
AWS
235
Atria Wealth Solutions
New York
$5.11M +$4.17M +295,722 +445%
SWM
236
Stockman Wealth Management
Montana
$5.03M +$73.2K +5,184 +1%
CWA
237
Consilium Wealth Advisory
Texas
$5.01M +$898K +63,648 +22%
GCA
238
Gradient Capital Advisors
California
$4.98M +$859K +60,834 +21%
NIM
239
Nicollet Investment Management
Minnesota
$4.95M -$11.4K -810 -0.2%
Northern Trust
240
Northern Trust
Illinois
$4.93M -$18.6K -1,317 -0.4%
BIA
241
Bigelow Investment Advisors
Maine
$4.92M -$296K -20,964 -6%
PA
242
Procyon Advisors
Connecticut
$4.87M +$94.5K +6,696 +2%
IWMA
243
Ironwood Wealth Management (Arizona)
Arizona
$4.81M – – –
MS
244
Madden Securities
Texas
$4.77M -$2.8K -198 -0.1%
US Bancorp
245
US Bancorp
Minnesota
$4.73M +$177K +12,537 +4%
AMM
246
American Money Management
California
$4.73M +$173K +12,240 +4%
VCM
247
Vivaldi Capital Management
Illinois
$4.7M +$652K +45,465 +16%
TSWM
248
Triangle Securities Wealth Management
North Carolina
$4.7M +$62.8K +4,446 +1%
AWM
249
Apollon Wealth Management
South Carolina
$4.69M -$190K -13,428 -4%
ATWA
250
Arbor Trust Wealth Advisors
Michigan
$4.68M +$166K +11,748 +4%
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