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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 %
PIA
301
Pinion Investment Advisors
Kansas
$3.31M +$262K +18,567 +9%
Financial Engines Advisors
302
Financial Engines Advisors
California
$3.29M -$510K -36,144 -13%
SWA
303
SFMG Wealth Advisors
Texas
$3.27M +$55.4K +3,933 +2%
SMA
304
Sage Mountain Advisors
Georgia
$3.25M +$14K +993 +0.4%
MCM
305
Mengis Capital Management
Oregon
$3.24M +$36.6K +2,592 +1%
PFM
306
Phillips Financial Management
Indiana
$3.24M -$7.24K -513 -0.2%
RA
307
RFG Advisory
Alabama
$3.2M +$42.5K +2,826 +1%
MA
308
MUFG Americas
New York
$3.19M -$440K -31,170 -12%
BAM
309
Berkshire Asset Management
Pennsylvania
$3.19M -$43.3K -3,069 -1%
MTIC
310
Missouri Trust & Investment Company
Missouri
$3.18M +$847 +60 +0%
SEEDPG
311
S.E.E.D. Planning Group
New York
$3.16M -$114K -8,064 -3%
CHA
312
Carmichael Hill & Associates
Maryland
$3.15M +$37.9K +2,682 +1%
MCM
313
Mitchell Capital Management
Kansas
$3.11M -$12.1K -858 -0.4%
BI
314
Berkeley Inc
Idaho
$3.09M -$3.6K -255 -0.1%
B
315
Bailard
California
$3.09M -$110K -7,806 -3%
IAN
316
Integrated Advisors Network
Texas
$3.04M +$41K +2,904 +1%
MLA
317
My Legacy Advisors
Oregon
$2.98M -$1.25M -88,689 -30%
USCWA
318
U.S. Capital Wealth Advisors
Texas
$2.92M +$265K +18,780 +10%
CBFP
319
Cedar Brook Financial Partners
Ohio
$2.88M -$17K -1,206 -0.6%
WOC
320
West Oak Capital
California
$2.87M -$2.12K -150 -0.1%
MWM
321
Merriman Wealth Management
Washington
$2.84M -$56.6K -4,011 -2%
MWM
322
Mission Wealth Management
California
$2.84M -$5.42K -384 -0.2%
AFP
323
Ausdal Financial Partners
Iowa
$2.84M -$93.7K -6,639 -3%
ACM
324
Argent Capital Management
Missouri
$2.82M -$654K -46,344 -19%
AWM
325
Avior Wealth Management
Nebraska
$2.82M -$325K -23,016 -10%
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