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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 %
IC
426
IEQ Capital
California
$1.53M +$158K +11,196 +11%
FA
427
Fagan Associates
New York
$1.53M +$243K +17,208 +19%
UIA
428
Ulland Investment Advisors
Minnesota
$1.53M -$51.3K -3,630 -3%
AOWM
429
Alpha Omega Wealth Management
Virginia
$1.53M -$37K -2,625 -2%
LFA
430
Landmark Financial Advisors
Kentucky
$1.52M +$2.54K +180 +0.2%
SWM
431
SigFig Wealth Management
California
$1.52M +$145K +12,510 +11%
SWM
432
SeaCrest Wealth Management
New York
$1.51M -$34.5K -2,442 -2%
RWA
433
Rainsberger Wealth Advisors
Colorado
$1.51M +$29.3K +2,073 +2%
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$1.5M -$773K -54,783 -34%
PCA
435
Personal Capital Advisors
California
$1.5M +$105K +7,452 +8%
BlackRock
436
BlackRock
New York
$1.46M -$87.2K -6,177 -6%
KAS
437
Kestra Advisory Services
Texas
$1.46M -$17.3M -1,227,462 -92%
RDIA
438
RE Dickinson Investment Advisors
Iowa
$1.45M -$99.6K -7,053 -6%
RC
439
Rovin Capital
Arizona
$1.43M -$34.2K -2,424 -2%
CWM
440
CCG Wealth Management
California
$1.42M -$33.4K -2,367 -2%
Rockefeller Capital Management
441
Rockefeller Capital Management
New York
$1.42M -$20.9K -1,482 -1%
WIM
442
WealthPlan Investment Management
Nebraska
$1.42M +$1.42M +92,022 New
GPFA
443
Game Plan Financial Advisors
Ohio
$1.42M -$20.2K -1,434 -1%
NGA
444
Naples Global Advisors
Florida
$1.4M +$11.6K +825 +0.8%
AF
445
Advisornet Financial
Minnesota
$1.4M +$34.8K +2,463 +3%
AMG
446
Advisors Management Group
Wisconsin
$1.39M +$113K +7,998 +9%
MWM
447
Meridian Wealth Management
Kentucky
$1.38M -$1.3M -92,157 -49%
APG
448
Abacus Planning Group
South Carolina
$1.37M +$10.8K +768 +0.8%
AIS
449
American Investment Services
Massachusetts
$1.36M – – –
CA
450
Capital Advantage
California
$1.36M +$15.5K +1,095 +1%
16 17
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