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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 %
DP
376
DDD Partners
Washington
$2.5M +$6.5K +432 +0.3%
PAG
377
Private Advisor Group
New Jersey
$2.47M +$43.4K +5,349 +2%
BFM
378
Broadview Financial Management
Wisconsin
$2.46M +$86.7K +5,760 +4%
AWM
379
Avior Wealth Management
Nebraska
$2.46M -$548K -36,420 -18%
SIC
380
Sigma Investment Counselors
Michigan
$2.42M -$23.7K -1,578 -1%
ECG
381
Edge Capital Group
Georgia
$2.41M +$1.36K +90 +0.1%
BJL
382
Brighton Jones LLC
Washington
$2.4M -$20.2K -1,341 -0.8%
KCM
383
Kathmere Capital Management
Pennsylvania
$2.36M +$235K +15,582 +11%
MLA
384
My Legacy Advisors
Oregon
$2.34M -$1.11M -68,148 -32%
CMBA
385
C.M. Bidwell & Associates
Hawaii
$2.32M +$202K +13,440 +10%
FCC
386
Flower City Capital
New York
$2.32M -$95.9K -6,375 -4%
GHA
387
GW Henssler & Associates
Georgia
$2.31M -$4.79K -318 -0.2%
MFWP
388
Mosaic Family Wealth Partners
Missouri
$2.31M +$2.31M +153,483 New
VA
389
Valmark Advisers
Ohio
$2.31M -$150K -9,963 -6%
RF
390
RHS Financial
California
$2.3M -$55.3K -3,672 -2%
IFA
391
Index Fund Advisors
California
$2.3M +$9.8K +651 +0.4%
PA
392
Parallel Advisors
California
$2.29M -$22.1K -1,470 -1%
BWM
393
BerganKDV Wealth Management
Minnesota
$2.27M -$18.8K -1,248 -0.8%
SCM
394
Sebold Capital Management
Illinois
$2.23M +$2.23M +148,134 New
SFA
395
Seneca Financial Advisors
New York
$2.21M +$188K +12,495 +9%
FTS
396
Fifth Third Securities
Ohio
$2.17M -$290K -19,275 -12%
FFA
397
First Foundation Advisors
California
$2.16M -$597K -39,681 -22%
EWM
398
Elmwood Wealth Management
California
$2.15M -$85.1K -5,652 -4%
TPCW
399
TD Private Client Wealth
New York
$2.14M +$17.9K +1,191 +0.8%
TAM
400
Townsend Asset Management
North Carolina
$2.14M -$70K -4,650 -3%
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16
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