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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 %
DSA
301
Droms Strauss Advisors
Missouri
$3.87M +$115K +7,644 +3%
Jane Street
302
Jane Street
New York
$3.82M -$4.58M -304,425 -55%
CAL
303
Capital Advisors Ltd
Ohio
$3.81M +$2.81M +187,005 +283%
CFMC
304
Curbstone Financial Management Corp
New Hampshire
$3.8M -$54.6K -3,630 -1%
FWP
305
FAS Wealth Partners
Kansas
$3.77M -$7.37M -489,720 -66%
AI
306
Atria Investments
North Carolina
$3.75M +$74.1K +4,923 +2%
CW
307
Connectus Wealth
Ohio
$3.74M -$79.2K -5,265 -2%
JCM
308
Jacobi Capital Management
Pennsylvania
$3.69M -$9.93K -660 -0.3%
PFM
309
Peak Financial Management
Massachusetts
$3.69M +$44.7K +2,973 +1%
PFM
310
Phillips Financial Management
Indiana
$3.63M +$183K +12,174 +5%
SP
311
Successful Portfolios
Florida
$3.59M -$120K -7,968 -3%
BAM
312
Berkshire Asset Management
Pennsylvania
$3.57M +$167K +11,088 +5%
Nomura Asset Management
313
Nomura Asset Management
Japan
$3.52M +$609K +40,455 +21%
SWA
314
SFMG Wealth Advisors
Texas
$3.49M -$1.63K -108 -0%
CHA
315
Carmichael Hill & Associates
Maryland
$3.48M +$129K +8,568 +4%
EWA
316
EP Wealth Advisors
California
$3.48M +$3.48M +231,021 New
SMA
317
Sage Mountain Advisors
Georgia
$3.48M +$15.4K +1,026 +0.4%
Bank of New York Mellon
318
Bank of New York Mellon
New York
$3.46M +$596K +39,603 +21%
USCWA
319
U.S. Capital Wealth Advisors
Texas
$3.46M +$340K +22,614 +11%
FA
320
Financial Advisors
Massachusetts
$3.43M -$411K -27,309 -11%
SBL
321
Sargent Bickham Lagudis
Colorado
$3.42M -$274K -18,216 -7%
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$3.41M +$937K +62,253 +38%
MCM
323
Mengis Capital Management
Oregon
$3.39M -$64.6K -4,290 -2%
PIA
324
Pinion Investment Advisors
Kansas
$3.38M -$150K -9,951 -4%
KAS
325
Kestra Advisory Services
Texas
$3.35M +$1.8M +119,280 +115%
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