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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 %
MA
276
MBA Advisors
Pennsylvania
$4.64M +$127K +8,436 +3%
SHJ
277
Sharkey, Howes & Javer
Colorado
$4.62M -$1.87M -124,284 -29%
HFS
278
Hantz Financial Services
Michigan
$4.62M -$57.4K -3,816 -1%
BRWA
279
B. Riley Wealth Advisors
Florida
$4.55M -$101K -6,690 -2%
Lido Advisors
280
Lido Advisors
California
$4.54M +$181 +12 +0%
OFG
281
Omega Financial Group
California
$4.52M +$99.1K +6,585 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
282
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.52M – – –
VT
283
Vise Technologies
New York
$4.51M +$555K +36,906 +14%
CWM
284
Circle Wealth Management
New Jersey
$4.51M +$104K +6,900 +2%
Toronto Dominion Bank
285
Toronto Dominion Bank
Ontario, Canada
$4.51M -$3.38M -225,000 -43%
HKIMG
286
Hutchens & Kramer Investment Management Group
Indiana
$4.45M -$130K -8,661 -3%
CWA
287
Carolina Wealth Advisors
South Carolina
$4.43M -$88.7K -5,895 -2%
CP
288
Capital Planning
Washington
$4.31M +$4.31M +286,587 New
MAS
289
Madden Advisory Services
Florida
$4.16M +$23.6K +1,566 +0.6%
PWM
290
Prosperity Wealth Management
California
$4.03M +$4.03M +267,894 New
BC
291
Bartlett & Co
Ohio
$4.03M +$84.2K +5,592 +2%
BCWM
292
Bartlett & Co Wealth Management
Ohio
$4.03M +$84.2K +5,592 +2%
SAM
293
Sawgrass Asset Management
Florida
$3.98M +$19.5K +1,296 +0.5%
RTL
294
Red Tortoise LLC
Georgia
$3.97M +$3.97M +263,655 New
AL
295
Aspiriant LLC
California
$3.96M -$201K -13,329 -5%
YAL
296
Your Advocates Ltd
Texas
$3.95M +$3.05M +202,935 +342%
TFS
297
TrustCore Financial Services
Tennessee
$3.9M -$28.3K -1,878 -0.7%
BOSSRA
298
B.O.S.S. Retirement Advisors
Utah
$3.89M +$3.89M +258,507 New
KFC
299
Klingenstein Fields & Co
New York
$3.89M -$10.1K -672 -0.3%
FC
300
Forte Capital
New York
$3.87M +$18.4K +1,221 +0.5%
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