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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.

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
1
Creative Planning
Kansas
$1.04B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$324M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$765M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$686M
5
AWS
5
AJ Wealth Strategies
New York
$206M

Top Sellers

1
OAM
1
Oak Asset Management
California
$0
2
AIP
2
Almanack Investment Partners
Pennsylvania
$0
3
NSAM
3
North Star Asset Management
Wisconsin
$7.55M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$137M
5
KAS
5
Kestra Advisory Services
Texas
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$89.5M +$6.05M +428,637 +7%
BWA
27
BlueSky Wealth Advisors
North Carolina
$84.2M +$1.83M +129,948 +2%
EWM
28
Evermay Wealth Management
Virginia
$83.3M +$34.3K +2,430 +0%
OWM
29
Orgel Wealth Management
Wisconsin
$73.3M +$26M +1,844,328 +55%
Osaic Holdings
30
Osaic Holdings
Arizona
$72.8M -$5.5M -389,481 -7%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$71.2M +$57.6M +4,081,269 +426%
UCFA
32
United Capital Financial Advisors
Texas
$63.7M -$1.57M -111,519 -2%
AssetMark Inc
33
AssetMark Inc
California
$63M -$3.85M -272,730 -6%
NQWM
34
Northwest Quadrant Wealth Management
Oregon
$61M +$972K +68,844 +2%
BSB
35
Bangor Savings Bank
Maine
$60.9M +$1.58M +112,239 +3%
MW
36
Marcum Wealth
Ohio
$60.7M -$5.9M -417,732 -9%
Ameriprise
37
Ameriprise
Minnesota
$59.6M +$7.62M +540,084 +15%
RWM
38
RKL Wealth Management
Pennsylvania
$57.9M +$2.16M +152,796 +4%
JFGLC
39
Johnson Financial Group LLC (Colorado)
Colorado
$57.2M +$51.6M +3,653,475 +909%
AA
40
Apriem Advisors
California
$56.9M -$2.16M -152,916 -4%
AT
41
American Trust
Kentucky
$56.8M -$10.7M -756,255 -16%
SA
42
Scarborough Advisors
Maryland
$51.8M +$18.8M +1,329,669 +57%
SFA
43
Sequoia Financial Advisors
Ohio
$50.3M -$3.52M -249,447 -7%
Bank of America
44
Bank of America
North Carolina
$50.1M +$2.03M +143,838 +4%
AWM
45
AE Wealth Management
Kansas
$48.4M +$17.2M +1,219,986 +55%
FVWA
46
Foster Victor Wealth Advisors
South Carolina
$48M +$41.6K +2,817 +0.1%
Morgan Stanley
47
Morgan Stanley
New York
$47.8M +$8.21M +581,766 +21%
CAM
48
Cresset Asset Management
Illinois
$46.7M +$135K +9,537 +0.3%
HWM
49
HB Wealth Management
Georgia
$45.2M -$413K -29,289 -0.9%
MWP
50
Meridian Wealth Partners
Pennsylvania
$44.7M +$20.5M +1,454,808 +85%
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