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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 %
OPWM
251
Oakwell Private Wealth Management
Texas
$5.24M -$299K -19,893 -5%
AMM
252
American Money Management
California
$5.19M +$157K +10,443 +3%
ES
253
ETF Store
Kansas
$5.16M +$609K +37,821 +13%
MML Investors Services
254
MML Investors Services
Massachusetts
$5.13M +$1.13M +75,222 +28%
ACM
255
Argent Capital Management
Missouri
$5.12M +$2.12M +140,655 +70%
KF
256
Krilogy Financial
Missouri
$5.11M +$670K +44,502 +15%
MW
257
MBL Wealth
North Carolina
$5.1M +$380K +25,245 +8%
EW
258
Element Wealth
Mississippi
$5.09M -$459K -30,483 -8%
Northern Trust
259
Northern Trust
Illinois
$5.08M -$168K -11,130 -3%
ATWA
260
Arbor Trust Wealth Advisors
Michigan
$5.06M +$71.6K +4,758 +1%
AWM
261
Apollon Wealth Management
South Carolina
$5.03M +$26.7K +1,776 +0.5%
TFA
262
Transamerica Financial Advisors
Florida
$5.02M +$53.4K +3,546 +1%
GWM
263
GSB Wealth Management
Connecticut
$5.01M +$221K +14,673 +5%
CCWA
264
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.98M +$4.98M +330,639 New
FSWA
265
Financial Synergies Wealth Advisors
Texas
$4.95M +$2.78M +184,635 +128%
VCM
266
Vivaldi Capital Management
Illinois
$4.95M -$53K -3,474 -1%
SPA
267
Sentinel Pension Advisors
Massachusetts
$4.88M -$10.1K -669 -0.2%
ICG
268
InterOcean Capital Group
Tennessee
$4.87M +$643K +42,711 +15%
SPI
269
Santori & Peters Inc
Pennsylvania
$4.86M +$32.5K +2,157 +0.7%
HG
270
Harbor Group
New Hampshire
$4.81M -$52K -3,453 -1%
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$4.8M +$552K +36,585 +13%
TSWM
272
Triangle Securities Wealth Management
North Carolina
$4.76M -$248K -16,497 -5%
BIA
273
Bigelow Investment Advisors
Maine
$4.72M -$534K -35,460 -10%
AWM
274
Axxcess Wealth Management
California
$4.7M -$237K -15,723 -5%
NS
275
Newman & Schimel
Illinois
$4.68M -$29.7K -1,974 -0.6%
9 10
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