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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 %
DSC
426
Duncker Streett & Co
Missouri
$1.85M -$10.5K -699 -0.6%
CIR
427
Clear Investment Research
Georgia
$1.85M +$9.66K +642 +0.5%
GC
428
Garde Capital
Washington
$1.85M -$9.84K -654 -0.5%
ECM
429
Elgethun Capital Management
South Dakota
$1.83M -$74.7K -5,004 -4%
FA
430
Fagan Associates
New York
$1.83M +$198K +13,164 +12%
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$1.81M +$209K +13,890 +13%
SWM
432
SigFig Wealth Management
California
$1.81M +$24.4K +1,794 +1%
OC
433
Oppenheimer & Co
New York
$1.79M +$420K +27,897 +31%
PFA
434
Petra Financial Advisors
Colorado
$1.78M +$1.78M +118,425 New
Lazard Asset Management
435
Lazard Asset Management
New York
$1.78M – – –
CG
436
Caprock Group
Idaho
$1.75M +$1.11M +74,076 +175%
API
437
Advisor Partners II
California
$1.75M -$11.1K -741 -0.6%
BC
438
Burleson & Co
California
$1.73M -$95.9K -6,369 -5%
FWS
439
FinDec Wealth Services
California
$1.73M +$1.73M +114,966 New
IC
440
IEQ Capital
California
$1.72M +$86.5K +5,748 +5%
ECML
441
Eagle Capital Management (Louisiana)
Louisiana
$1.72M +$17K +1,128 +1%
BFG
442
Bleakley Financial Group
New Jersey
$1.71M +$1.71M +113,325 New
NHC
443
Nicholas Hoffman & Company
Georgia
$1.69M -$485K -32,223 -22%
PCM
444
Pennsylvania Capital Management
Pennsylvania
$1.67M +$636K +40,836 +61%
NGA
445
Naples Global Advisors
Florida
$1.67M +$175K +11,607 +12%
JWBC
446
John W. Brooker & Co
California
$1.67M -$23.5K -1,563 -1%
VST
447
Van Strum & Towne
California
$1.66M +$9.71K +645 +0.6%
SWM
448
Southern Wealth Management
Texas
$1.65M +$68.5K +4,554 +4%
AA
449
AlphaQ Advisors
Florida
$1.62M +$1.62M +107,784 New
PCA
450
Personal Capital Advisors
California
$1.62M +$19.7K +1,311 +1%
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