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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,033 hedge funds and large institutions have $20.2B invested in Schwab US Large- Cap ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 405 increasing their positions, 350 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,033
Holders Change
+76
Holders Change %
+7.94%
% of All Funds
16.67%
Holding in Top 10
164
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.53%
% of All Funds
2.65%
New
147
Increased
405
Reduced
350
Closed
46
Calls
$3.14M
Puts
$641K
Net Calls
+$2.5M
Net Calls Change
-$1.67M

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$418M
2
Creative Planning
Creative Planning
Kansas
+$278M
3
CSIA
Charles Schwab Investment Advisory
California
+$92.2M
4
Charles Schwab
Charles Schwab
California
+$87.2M
5
CAM
Cresset Asset Management
Illinois
+$56.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$170M
2
ML
McAdam LLC
Pennsylvania
-$143M
3
SEI Investments
SEI Investments
Pennsylvania
-$66.8M
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$60.3M
5
AWS
AJ Wealth Strategies
New York
-$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
226
Atria Wealth Solutions
New York
$6.42M +$965K +64,089 +18%
SFWC
227
Strategic Family Wealth Counselors
New Jersey
$6.38M -$980K -65,109 -13%
CFO
228
CVA Family Office
Colorado
$6.33M +$477K +31,719 +8%
IRC
229
Investors Research Corp
Georgia
$6.31M +$446K +29,661 +8%
PCWA
230
Pacific Capital Wealth Advisors
California
$6.29M -$1.98M -131,613 -24%
RJFSA
231
Raymond James Financial Services Advisors
Florida
$6.27M -$285K -18,942 -4%
EH
232
Equitable Holdings
New York
$6.25M +$660K +43,833 +12%
PCM
233
Palouse Capital Management
Washington
$6.23M +$1.66M +5,880 +36%
LSAG
234
Lake Street Advisors Group
New Hampshire
$6.22M +$23.7K +1,578 +0.4%
TI
235
Truepoint Inc
Ohio
$6.19M -$981K -65,172 -14%
PWM
236
Perigon Wealth Management
California
$6.1M -$108K -7,173 -2%
BCM
237
Barden Capital Management
Texas
$6.06M +$263K +17,508 +5%
LPT
238
Legacy Private Trust
Wisconsin
$6.06M -$1.09M -72,549 -15%
LFAS
239
Level Four Advisory Services
Texas
$5.91M +$5.91M +392,673 New
SPC
240
Sigma Planning Corp
Michigan
$5.83M +$252K +16,725 +5%
Citadel Advisors
241
Citadel Advisors
Florida
$5.82M +$909K +60,369 +19%
EWP
242
Engrave Wealth Partners
Texas
$5.67M +$5.67M +367,242 New
GCA
243
Gradient Capital Advisors
California
$5.63M +$323K +21,459 +6%
LF
244
Lee Financial
Texas
$5.61M +$17.2K +1,146 +0.3%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$5.53M +$3.06M +203,031 +124%
GC
246
Grimes & Company
Massachusetts
$5.44M -$1.19M -79,206 -18%
PA
247
Procyon Advisors
Connecticut
$5.44M +$245K +16,302 +5%
ECM
248
Exchange Capital Management
Michigan
$5.42M -$96.6K -6,420 -2%
LFGO
249
Legacy Financial Group (Oklahoma)
Oklahoma
$5.39M +$5.39M +358,074 New
NIM
250
Nicollet Investment Management
Minnesota
$5.3M +$24.1K +1,602 +0.5%
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