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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.

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
1
HBK Sorce Advisory
Pennsylvania
$789M
2
Creative Planning
2
Creative Planning
Kansas
$1.38B
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.33B
4
Charles Schwab
4
Charles Schwab
California
$1.88B
5
CAM
5
Cresset Asset Management
Illinois
$106M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$175M
2
ML
2
McAdam LLC
Pennsylvania
$134M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.32B
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$686K
5
AWS
5
AJ Wealth Strategies
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Evermay Wealth Management
Virginia
$88.9M +$95.2K +6,327 +0.1%
BWA
27
BlueSky Wealth Advisors
North Carolina
$86.2M -$3.62M -240,429 -4%
AWM
28
Adams Wealth Management
Utah
$84.4M -$39.6M -2,632,056 -32%
MW
29
Marcum Wealth
Ohio
$80.4M +$15.7M +1,045,146 +24%
OWM
30
Orgel Wealth Management
Wisconsin
$79.1M +$1.02M +67,569 +1%
Osaic Holdings
31
Osaic Holdings
Arizona
$76.9M -$763K -50,694 -1%
AA
32
Apriem Advisors
California
$74.3M +$13.6M +903,387 +22%
RWM
33
RKL Wealth Management
Pennsylvania
$66.5M +$4.74M +315,042 +8%
NQWM
34
Northwest Quadrant Wealth Management
Oregon
$65.5M +$496K +32,958 +0.8%
UCFA
35
United Capital Financial Advisors
Texas
$65.2M -$2.74M -181,788 -4%
BSB
36
Bangor Savings Bank
Maine
$64M -$871K -57,885 -1%
SA
37
Scarborough Advisors
Maryland
$63.9M +$8.62M +572,697 +16%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$63.2M -$12.7M -844,455 -17%
Bank of America
39
Bank of America
North Carolina
$59M +$5.58M +370,728 +10%
AT
40
American Trust
Kentucky
$55.1M -$5.36M -356,013 -9%
IWC
41
Integrated Wealth Concepts
Massachusetts
$54.2M +$27.6M +1,834,077 +104%
Corient Private Wealth
42
Corient Private Wealth
Florida
$53.1M +$53.1M +3,527,880 New
SFA
43
Sequoia Financial Advisors
Ohio
$52.9M -$708K -47,034 -1%
CWM
44
Curi Wealth Management
North Carolina
$52.9M +$7.38M +490,608 +16%
AssetMark Inc
45
AssetMark Inc
California
$51.7M -$15.5M -1,029,726 -23%
FVWA
46
Foster Victor Wealth Advisors
South Carolina
$50.2M +$618K +40,488 +1%
HWM
47
HB Wealth Management
Georgia
$49.5M +$1.37M +91,152 +3%
AWM
48
AE Wealth Management
Kansas
$48.9M -$2.76M -183,090 -5%
WANY
49
Wealthspire Advisors (New York)
New York
$48.8M +$2.82M +187,200 +6%
MWP
50
Meridian Wealth Partners
Pennsylvania
$48.6M +$1.01M +66,987 +2%
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