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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 %
VWA
401
VERITY Wealth Advisors
United States
$2.13M – – –
JCIA
402
Jackson Creek Investment Advisors
Colorado
$2.12M +$43.4K +2,883 +2%
MCM
403
Mainstay Capital Management
Michigan
$2.11M -$68K -4,515 -3%
TDWM
404
Topel & Distasi Wealth Management
California
$2.1M – – –
BFPW
405
BOK Financial Private Wealth
Colorado
$2.1M -$21.5K -1,428 -1%
ZF
406
Zhang Financial
Michigan
$2.08M +$850K +56,496 +69%
PSCM
407
Per Stirling Capital Management
Texas
$2.06M +$2.06M +136,905 New
BNP Paribas Financial Markets
408
BNP Paribas Financial Markets
France
$2.06M +$1.13M +75,291 +122%
AC
409
Abbrea Capital
California
$2.06M +$68.7K +4,563 +3%
APSI
410
Asset Planning Services Inc
Louisiana
$2.03M +$29.8K +1,980 +1%
1WM
411
1900 Wealth Management
Texas
$2.03M +$193K +12,843 +11%
RC
412
Roundview Capital
New Jersey
$2.03M +$4.06K +270 +0.2%
CWM
413
CCG Wealth Management
California
$2.02M +$505K +33,567 +33%
FCI
414
Financial Counselors Inc
Kansas
$2.02M +$48.5K +3,222 +2%
SPFA
415
Summit Place Financial Advisors
New Jersey
$2.01M +$12.9K +855 +0.6%
ASN
416
Advisory Services Network
Georgia
$2M -$13K -861 -0.6%
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$1.96M +$541K +35,946 +38%
APP
418
Avantax Planning Partners
Iowa
$1.95M +$79.7K +5,295 +4%
SCM
419
Stordahl Capital Management
Colorado
$1.95M – – –
CCM
420
Condor Capital Management
New Jersey
$1.92M -$210K -13,977 -10%
SG
421
Somerset Group
Minnesota
$1.92M +$4.88K +324 +0.3%
JPLA
422
Joseph P. Lucia & Associates
New York
$1.9M -$115K -7,659 -6%
KTC
423
Kistler-Tiffany Companies
Pennsylvania
$1.89M +$1.79M +118,647 +1,665%
VFA
424
Valeo Financial Advisors
Indiana
$1.89M -$9.3K -618 -0.5%
FRA
425
Front Row Advisors
California
$1.87M -$16.5K -1,095 -0.9%
15 16
17
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