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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 %
SCM
401
Stordahl Capital Management
Colorado
$1.83M -$9.11K -645 -0.5%
FTUS
402
Flow Traders U.S.
New York
$1.81M +$1.81M +128,220 New
MSWMA
403
Market Street Wealth Management Advisors
Indiana
$1.81M -$2.47M -174,876 -58%
ECM
404
Elgethun Capital Management
South Dakota
$1.8M -$82.1K -5,817 -4%
SG
405
Somerset Group
Minnesota
$1.8M +$12.9K +915 +0.7%
IAIM
406
International Assets Investment Management
Florida
$1.8M +$1.8M +107,625 New
VFA
407
Valeo Financial Advisors
Indiana
$1.78M -$15.2K -1,077 -0.8%
FRA
408
Front Row Advisors
California
$1.77M -$17.8K -1,260 -1%
APP
409
Avantax Planning Partners
Iowa
$1.76M +$127 +9 +0%
DSC
410
Duncker Streett & Co
Missouri
$1.75M -$16.1K -1,140 -0.9%
VCM
411
Vision Capital Management
Oregon
$1.74M +$47.8K +3,387 +3%
GC
412
Garde Capital
Washington
$1.74M – – –
CIR
413
Clear Investment Research
Georgia
$1.73M +$42 +3 +0%
1WM
414
1900 Wealth Management
Texas
$1.72M -$150K -10,620 -8%
BC
415
Burleson & Co
California
$1.72M +$504K +35,697 +42%
WCM
416
Wealthcare Capital Management
Virginia
$1.69M -$217K -15,369 -11%
Lazard Asset Management
417
Lazard Asset Management
New York
$1.66M – – –
API
418
Advisor Partners II
California
$1.65M +$1.65M +116,859 New
SWM
419
Southern Wealth Management
Texas
$1.6M +$617K +40,509 +63%
ECML
420
Eagle Capital Management (Louisiana)
Louisiana
$1.6M -$11.1K -786 -0.7%
JWBC
421
John W. Brooker & Co
California
$1.59M +$234K +16,557 +17%
PFO
422
Pathstone Family Office
New Jersey
$1.58M +$792K +56,115 +100%
MWA
423
MFA Wealth Advisors
Pennsylvania
$1.57M -$69K -4,884 -4%
VST
424
Van Strum & Towne
California
$1.55M – – –
SWP
425
Stratos Wealth Partners
Ohio
$1.54M +$36.4K +2,577 +2%
15 16
17
18 19