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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 %
SHGA
351
Sand Hill Global Advisors
California
$2.37M -$127 -9 -0%
HCM
352
Hollencrest Capital Management
California
$2.37M -$44.6K -3,159 -2%
LWMT
353
Legacy Wealth Management (Tennessee)
Tennessee
$2.35M -$2.21M -156,756 -49%
DP
354
DDD Partners
Washington
$2.34M +$66.1K +4,683 +3%
PA
355
PFG Advisors
Arizona
$2.33M +$2.33M +164,847 New
WAP
356
Wealthcare Advisory Partners
Pennsylvania
$2.32M -$242K -17,130 -9%
PNC Financial Services Group
357
PNC Financial Services Group
Pennsylvania
$2.32M -$9.78K -693 -0.4%
VA
358
Valmark Advisers
Ohio
$2.31M +$16.1K +1,143 +0.7%
GFP
359
Guardian Financial Partners
California
$2.31M +$263K +18,654 +13%
FTS
360
Fifth Third Securities
Ohio
$2.3M -$444K -31,425 -16%
WAG
361
Winthrop Advisory Group
Massachusetts
$2.3M +$2.3M +162,792 New
SIC
362
Sigma Investment Counselors
Michigan
$2.3M +$48.3K +3,420 +2%
BJL
363
Brighton Jones LLC
Washington
$2.27M +$206K +14,598 +10%
FCC
364
Flower City Capital
New York
$2.26M -$2.38M -168,705 -51%
BAM
365
Belpointe Asset Management
Nevada
$2.26M +$6.14K +435 +0.3%
ECG
366
Edge Capital Group
Georgia
$2.26M +$2.2M +155,808 +3,986%
BFM
367
Broadview Financial Management
Wisconsin
$2.23M -$51.1K -3,618 -2%
RF
368
RHS Financial
California
$2.21M +$402K +28,491 +22%
GHA
369
GW Henssler & Associates
Georgia
$2.18M -$143K -10,122 -6%
TDWM
370
Topel & Distasi Wealth Management
California
$2.17M – – –
PA
371
Parallel Advisors
California
$2.17M -$205K -14,517 -9%
TNA
372
True North Advisors
Texas
$2.15M +$690K +48,918 +47%
BWM
373
BerganKDV Wealth Management
Minnesota
$2.15M -$470K -33,273 -18%
IFA
374
Index Fund Advisors
California
$2.14M +$8.9K +630 +0.4%
WCFA
375
Walkner Condon Financial Advisors
Wisconsin
$2.13M +$441K +31,209 +26%
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