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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 %
EWM
376
Elmwood Wealth Management
California
$2.09M -$107K -7,575 -5%
TAM
377
Townsend Asset Management
North Carolina
$2.07M -$36.3K -2,571 -2%
BCM
378
Brookstone Capital Management
Illinois
$2.05M -$17.4K -1,233 -0.8%
MCM
379
Mainstay Capital Management
Michigan
$2.05M – – –
DWT
380
Dorsey & Whitney Trust
South Dakota
$2.05M +$2.05M +144,837 New
FSWA
381
Financial Synergies Wealth Advisors
Texas
$2.04M -$735K -52,098 -27%
NHC
382
Nicholas Hoffman & Company
Georgia
$2.04M +$490K +34,686 +32%
APA
383
American Portfolios Advisors
New York
$2.01M +$1.77M +125,337 +740%
CCM
384
Condor Capital Management
New Jersey
$2M -$108K -7,623 -5%
VWA
385
VERITY Wealth Advisors
United States
$2M – – –
TPCW
386
TD Private Client Wealth
New York
$1.99M +$94.3K +6,678 +5%
CMBA
387
C.M. Bidwell & Associates
Hawaii
$1.99M +$42.7K +3,024 +2%
KCM
388
Kathmere Capital Management
Pennsylvania
$1.99M +$1.99M +141,045 New
BFPW
389
BOK Financial Private Wealth
Colorado
$1.99M -$3.09K -219 -0.2%
JCIA
390
Jackson Creek Investment Advisors
Colorado
$1.95M +$64.2K +4,545 +3%
RC
391
Roundview Capital
New Jersey
$1.9M +$4.49K +318 +0.2%
SFA
392
Seneca Financial Advisors
New York
$1.9M +$68K +4,815 +4%
JPLA
393
Joseph P. Lucia & Associates
New York
$1.89M +$65.3K +4,626 +4%
ASN
394
Advisory Services Network
Georgia
$1.89M -$238K -16,887 -11%
SPFA
395
Summit Place Financial Advisors
New Jersey
$1.88M +$91K +6,450 +5%
APSI
396
Asset Planning Services Inc
Louisiana
$1.88M +$87.9K +6,225 +5%
AC
397
Abbrea Capital
California
$1.86M – – –
Goldman Sachs
398
Goldman Sachs
New York
$1.86M -$796K -56,373 -30%
FCI
399
Financial Counselors Inc
Kansas
$1.85M -$31.3K -2,220 -2%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$1.84M -$69.7K -4,938 -4%
14 15
16
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