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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 %
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$2.82M +$188K +13,311 +7%
SAF
327
Smith Anglin Financial
Texas
$2.8M +$159K +11,238 +6%
KM
328
Kalos Management
Georgia
$2.78M +$52.1K +3,507 +2%
SFS
329
Summit Financial Strategies
Ohio
$2.74M – – –
CB
330
Commerce Bank
Missouri
$2.73M +$1.63M +115,248 +147%
Nomura Asset Management
331
Nomura Asset Management
Japan
$2.73M – – –
NCM
332
Next Capital Management
New York
$2.71M +$92.8K +6,576 +4%
BFA
333
Beaumont Financial Advisors
Massachusetts
$2.69M +$1.05M +74,472 +64%
Bank of New York Mellon
334
Bank of New York Mellon
New York
$2.69M -$42.4K -3,003 -2%
RJA
335
Raymond James & Associates
Florida
$2.66M +$46.3K +3,282 +2%
VCAM
336
Van Cleef Asset Management
Ohio
$2.64M -$144K -10,203 -5%
AAS
337
Avantax Advisory Services
Texas
$2.63M +$14.8K +1,050 +0.6%
BAM
338
Baldrige Asset Management
Pennsylvania
$2.63M +$47.9K +3,393 +2%
RFA
339
Radnor Financial Advisors
Pennsylvania
$2.62M -$198K -14,049 -7%
FLPIM
340
F.L. Putnam Investment Management
Massachusetts
$2.6M +$43.7K +3,099 +2%
FFA
341
First Foundation Advisors
California
$2.59M +$17.4K +1,233 +0.7%
PFWA
342
Paces Ferry Wealth Advisors
Georgia
$2.46M +$21.7K +1,536 +0.9%
GW
343
GW & Wade
Massachusetts
$2.45M +$2.23M +158,196 +1,044%
LWM
344
Laidlaw Wealth Management
New York
$2.44M -$98K -6,945 -4%
CCM
345
Carlson Capital Management
Minnesota
$2.44M -$114K -8,109 -4%
LPIC
346
LeJeune Puetz Investment Counsel
Michigan
$2.43M +$19.3K +1,365 +0.8%
ZIM
347
Zacks Investment Management
Illinois
$2.41M +$115K +8,166 +5%
AMG
348
Asset Management Group
Connecticut
$2.4M +$34K +2,406 +1%
FA
349
FDx Advisors
Illinois
$2.4M -$362K -25,620 -13%
SLT
350
St Louis Trust
Missouri
$2.38M -$9.9M -326,571 -81%
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