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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 %
VCAM
351
Van Cleef Asset Management
Ohio
$2.86M +$51.2K +3,399 +2%
SFS
352
Summit Financial Strategies
Ohio
$2.84M -$79.4K -5,277 -3%
Financial Engines Advisors
353
Financial Engines Advisors
California
$2.83M -$676K -44,916 -19%
AA
354
Alesco Advisors
New York
$2.83M -$760K -50,466 -21%
CCM
355
Carlson Capital Management
Minnesota
$2.82M +$227K +15,054 +9%
KM
356
Kalos Management
Georgia
$2.82M +$10.8K +717 +0.4%
AAS
357
Avantax Advisory Services
Texas
$2.82M +$15.9K +1,059 +0.6%
BFA
358
Beaumont Financial Advisors
Massachusetts
$2.79M -$76K -5,052 -3%
RA
359
RFG Advisory
Alabama
$2.79M -$673K -41,316 -19%
SW
360
SVB Wealth
Massachusetts
$2.79M +$1.89M +125,352 +209%
SWM
361
Stockman Wealth Management
Montana
$2.78M -$2.59M -171,813 -48%
IP
362
Ignite Planners
California
$2.69M +$2.69M +167,754 New
FLPIM
363
F.L. Putnam Investment Management
Massachusetts
$2.62M -$147K -9,765 -5%
GW
364
GW & Wade
Massachusetts
$2.61M +$226 +15 +0%
TWP
365
Tempus Wealth Planning
California
$2.6M +$2.1M +139,437 +421%
LPIC
366
LeJeune Puetz Investment Counsel
Michigan
$2.59M +$2.57K +171 +0.1%
PFWA
367
Paces Ferry Wealth Advisors
Georgia
$2.58M -$35.4K -2,352 -1%
ZIM
368
Zacks Investment Management
Illinois
$2.55M -$23.5K -1,560 -0.9%
FAAM
369
First Ascent Asset Management
Colorado
$2.53M +$2.53M +168,318 New
LWM
370
Laidlaw Wealth Management
New York
$2.53M -$67.8K -4,503 -3%
AMG
371
Asset Management Group
Connecticut
$2.53M -$34.4K -2,283 -1%
SHGA
372
Sand Hill Global Advisors
California
$2.53M – – –
GFP
373
Guardian Financial Partners
California
$2.52M +$65.3K +4,341 +3%
HCM
374
Hollencrest Capital Management
California
$2.52M -$542 -36 -0%
PA
375
PFG Advisors
Arizona
$2.51M +$30.8K +2,049 +1%
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