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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 %
CWM
276
Cabot Wealth Management
Massachusetts
$4.05M -$169K -12,000 -4%
Thrivent Financial for Lutherans
277
Thrivent Financial for Lutherans
Minnesota
$4.03M -$545K -38,145 -12%
ES
278
ETF Store
Kansas
$3.99M -$37.9K -2,685 -0.9%
ICG
279
InterOcean Capital Group
Tennessee
$3.96M +$266K +18,873 +7%
AL
280
Aspiriant LLC
California
$3.9M -$52.6K -3,726 -1%
MAS
281
Madden Advisory Services
Florida
$3.88M -$466 -33 -0%
FAG
282
Financial Advisory Group
Texas
$3.79M +$1.2M +84,777 +46%
MML Investors Services
283
MML Investors Services
Massachusetts
$3.75M -$109K -7,746 -3%
SAM
284
Sawgrass Asset Management
Florida
$3.72M +$5.08K +360 +0.1%
VT
285
Vise Technologies
New York
$3.71M +$468K +33,129 +14%
BC
286
Bartlett & Co
Ohio
$3.7M -$48K -3,399 -1%
BCWM
287
Bartlett & Co Wealth Management
Ohio
$3.7M -$48K -3,399 -1%
TFS
288
TrustCore Financial Services
Tennessee
$3.68M -$9.87K -699 -0.3%
KFC
289
Klingenstein Fields & Co
New York
$3.65M -$330K -23,361 -8%
CFMC
290
Curbstone Financial Management Corp
New Hampshire
$3.62M -$25.4K -1,800 -0.7%
FC
291
Forte Capital
New York
$3.61M -$109K -7,752 -3%
FA
292
Financial Advisors
Massachusetts
$3.59M -$287K -20,397 -7%
CW
293
Connectus Wealth
Ohio
$3.58M +$35.4K +2,511 +1%
DSA
294
Droms Strauss Advisors
Missouri
$3.52M -$204K -14,448 -5%
SP
295
Successful Portfolios
Florida
$3.48M +$143K +10,119 +4%
JCM
296
Jacobi Capital Management
Pennsylvania
$3.48M +$67.8K +4,803 +2%
SBL
297
Sargent Bickham Lagudis
Colorado
$3.47M +$539K +38,205 +18%
AI
298
Atria Investments
North Carolina
$3.45M -$5.2M -368,553 -60%
PFM
299
Peak Financial Management
Massachusetts
$3.42M +$8.17K +579 +0.2%
AA
300
Alesco Advisors
New York
$3.37M -$88.8K -6,288 -3%
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