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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 %
MWM
326
MinichMacGregor Wealth Management
New York
$3.34M -$3.08M -204,915 -48%
BI
327
Berkeley Inc
Idaho
$3.3M +$8.08K +537 +0.2%
MCM
328
Mitchell Capital Management
Kansas
$3.27M -$43.8K -2,913 -1%
B
329
Bailard
California
$3.26M -$26.1K -1,731 -0.8%
CBFP
330
Cedar Brook Financial Partners
Ohio
$3.24M +$171K +11,376 +6%
WAG
331
Winthrop Advisory Group
Massachusetts
$3.2M +$747K +49,611 +30%
IAN
332
Integrated Advisors Network
Texas
$3.2M -$40.7K -2,703 -1%
MTIC
333
Missouri Trust & Investment Company
Missouri
$3.19M -$197K -13,059 -6%
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$3.18M -$68.9K -4,509 -2%
WOC
335
West Oak Capital
California
$3.17M +$115K +7,620 +4%
SEEDPG
336
S.E.E.D. Planning Group
New York
$3.13M -$230K -15,312 -7%
CWM
337
Cabot Wealth Management
Massachusetts
$3.11M -$1.21M -80,091 -28%
MWA
338
Martel Wealth Advisors
Washington
$3.07M -$9.22M -612,561 -75%
MWM
339
Mission Wealth Management
California
$3.05M +$21.3K +1,416 +0.7%
WCFA
340
Walkner Condon Financial Advisors
Wisconsin
$3.03M +$763K +50,700 +34%
PGFC
341
Peapack-Gladstone Financial Corp
New Jersey
$3.03M +$23.8K +1,581 +0.8%
MWM
342
Merriman Wealth Management
Washington
$3.03M -$1.81K -120 -0.1%
SWP
343
Stratos Wealth Partners
Ohio
$3.01M +$1.37M +90,861 +83%
BAM
344
Baldrige Asset Management
Pennsylvania
$2.96M +$153K +10,134 +5%
NCM
345
Next Capital Management
New York
$2.92M +$32.7K +2,172 +1%
AFP
346
Ausdal Financial Partners
Iowa
$2.89M -$130K -8,610 -4%
RJA
347
Raymond James & Associates
Florida
$2.89M +$53.3K +3,543 +2%
WWM
348
Western Wealth Management
Colorado
$2.88M -$1.95M -129,615 -40%
SAF
349
Smith Anglin Financial
Texas
$2.87M -$109K -7,254 -4%
Goldman Sachs
350
Goldman Sachs
New York
$2.87M +$883K +58,662 +44%
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