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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 %
RWA
451
Rainsberger Wealth Advisors
Colorado
$1.62M +$8.76K +582 +0.5%
LFA
452
Landmark Financial Advisors
Kentucky
$1.61M -$16.9K -1,125 -1%
CA
453
Calton & Associates
Florida
$1.58M +$1.28M +84,732 +414%
AMG
454
Advisors Management Group
Wisconsin
$1.58M +$93.7K +6,228 +6%
WCM
455
Wealthcare Capital Management
Virginia
$1.58M -$223K -14,838 -12%
WP
456
WealthPLAN Partners
Nebraska
$1.57M +$1.57M +96,486 New
WIM
457
WealthPlan Investment Management
Nebraska
$1.57M +$72.7K +4,464 +5%
BlackRock
458
BlackRock
New York
$1.56M +$497 +33 +0%
DWM
459
Dakota Wealth Management
Florida
$1.55M +$127K +8,409 +9%
AOWM
460
Alpha Omega Wealth Management
Virginia
$1.54M -$86.7K -5,763 -5%
FA
461
FDx Advisors
Illinois
$1.52M -$1.04M -68,970 -41%
WP
462
WealthShield Partners
North Carolina
$1.52M +$258K +17,112 +20%
GPFA
463
Game Plan Financial Advisors
Ohio
$1.51M – – –
SWM
464
SeaCrest Wealth Management
New York
$1.49M -$121K -8,043 -8%
LAM
465
L2 Asset Management
Massachusetts
$1.48M +$1.48M +98,100 New
RC
466
Rovin Capital
Arizona
$1.47M -$50K -3,321 -3%
APG
467
Abacus Planning Group
South Carolina
$1.46M -$2.89K -192 -0.2%
CA
468
Capital Advantage
California
$1.46M +$11.1K +735 +0.8%
RDIA
469
RE Dickinson Investment Advisors
Iowa
$1.45M -$91.4K -6,072 -6%
WTC
470
WhitTier Trust Company
Nevada
$1.44M +$78.9K +5,241 +6%
VCM
471
Vision Capital Management
Oregon
$1.42M -$435K -28,887 -23%
WA
472
Waverly Advisors
Alabama
$1.41M +$361 +24 +0%
FAIM
473
Financial Advocates Investment Management
Washington
$1.41M +$182K +12,087 +15%
MFT
474
Moisand Fitzgerald Tamayo
Florida
$1.4M +$347K +23,028 +33%
MWM
475
Meridian Wealth Management
Kentucky
$1.4M -$70.8K -4,701 -5%
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