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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 %
TFA
251
Transamerica Financial Advisors
Florida
$4.66M -$152K -10,791 -3%
RC
252
RegentAtlantic Capital
New Jersey
$4.65M +$1.27M +89,757 +37%
AWM
253
Axxcess Wealth Management
California
$4.63M -$86.4K -6,120 -2%
Citadel Advisors
254
Citadel Advisors
Florida
$4.61M +$3.97M +280,941 +620%
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$4.6M +$91.1K +6,450 +2%
SPA
256
Sentinel Pension Advisors
Massachusetts
$4.59M -$221K -15,642 -5%
WWM
257
Western Wealth Management
Colorado
$4.59M +$64K +4,473 +1%
HG
258
Harbor Group
New Hampshire
$4.56M -$5.21K -369 -0.1%
BWFA
259
Baltimore-Washington Financial Advisors
Maryland
$4.54M – – –
SPI
260
Santori & Peters Inc
Pennsylvania
$4.53M +$3.64K +258 +0.1%
GWM
261
GSB Wealth Management
Connecticut
$4.49M +$748K +52,959 +20%
MW
262
MBL Wealth
North Carolina
$4.43M +$1.97M +139,389 +80%
NS
263
Newman & Schimel
Illinois
$4.42M +$964K +68,310 +28%
HKIMG
264
Hutchens & Kramer Investment Management Group
Indiana
$4.4M -$367K -25,356 -8%
Cerity Partners
265
Cerity Partners
New York
$4.4M -$2.36M -167,238 -35%
HFS
266
Hantz Financial Services
Michigan
$4.38M -$130K -9,225 -3%
BRWA
267
B. Riley Wealth Advisors
Florida
$4.36M +$830K +58,773 +23%
Lido Advisors
268
Lido Advisors
California
$4.26M +$35.5K +2,514 +0.8%
CWA
269
Carolina Wealth Advisors
South Carolina
$4.24M +$43.9K +3,108 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
270
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.24M -$8.47M -600,000 -67%
MA
271
MBA Advisors
Pennsylvania
$4.23M +$138K +9,756 +3%
PAG
272
Private Advisor Group
New Jersey
$4.22M -$1.52M -107,952 -27%
KF
273
Krilogy Financial
Missouri
$4.17M +$7.5K +531 +0.2%
OFG
274
Omega Financial Group
California
$4.15M -$123K -8,712 -3%
CWM
275
Circle Wealth Management
New Jersey
$4.14M – – –
9 10
11
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