SCHX icon

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 %
Janney Montgomery Scott
451
Janney Montgomery Scott
Pennsylvania
$1.34M +$155K +10,950 +13%
DWM
452
Dakota Wealth Management
Florida
$1.33M +$926K +65,628 +228%
WA
453
Waverly Advisors
Alabama
$1.33M +$1.33M +93,948 New
TC
454
TownSquare Capital
Utah
$1.32M -$24.6K -1,743 -2%
PL
455
Plancorp LLC
Missouri
$1.31M – – –
FM
456
Family Management
New York
$1.3M +$169 +12 +0%
ZIMP
457
Zimmermann Investment Management & Planning
Pennsylvania
$1.29M -$70.7K -5,013 -5%
OC
458
Oppenheimer & Co
New York
$1.28M +$7.03K +498 +0.6%
WI
459
Wedgewood Investors
Pennsylvania
$1.28M – – –
WTC
460
WhitTier Trust Company
Nevada
$1.28M +$148K +10,509 +13%
CAI
461
Capital Advisors Inc
Oklahoma
$1.27M -$12.6K -891 -1%
FT
462
Fiduciary Trust
Massachusetts
$1.26M – – –
RWMH
463
Riverpoint Wealth Management Holdings
Illinois
$1.26M +$5.42K +384 +0.4%
CCFM
464
Clear Creek Financial Management
Washington
$1.25M -$68.7K -4,866 -5%
TF
465
TIAA FSB
Florida
$1.22M -$10.3K -732 -0.8%
DTC
466
Davidson Trust Company
Washington
$1.21M – – –
JWA
467
JFS Wealth Advisors
Pennsylvania
$1.2M +$36.9K +2,613 +3%
EFS
468
Econ Financial Services
Pennsylvania
$1.2M -$1.61M -114,006 -57%
DWP
469
Destiny Wealth Partners
Florida
$1.2M -$4.32K -306 -0.4%
FNBT
470
FineMark National Bank & Trust
Florida
$1.2M +$127 +9 +0%
CSI
471
Cross Staff Investments
New York
$1.19M -$71.8K -5,085 -6%
NFG
472
Nations Financial Group
Iowa
$1.19M +$10.8K +768 +0.9%
HIF
473
Hill Island Financial
Michigan
$1.19M -$60.5K -4,290 -5%
OFS
474
Oldfather Financial Services
Nebraska
$1.18M -$5.29K -375 -0.4%
WP
475
WealthShield Partners
North Carolina
$1.18M +$46.6K +3,297 +4%
17 18
19
20 21