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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.

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 %
WC
476
Wealth CMT
New Jersey
$1.18M +$863K +61,110 +276%
HI
477
Human Investing
Oregon
$1.17M -$114K -8,049 -9%
LIA
478
LBMC Investment Advisors
Tennessee
$1.17M -$92.7K -6,570 -7%
GRP
479
Global Retirement Partners
California
$1.15M +$17.5K +1,152 +2%
ZF
480
Zhang Financial
Michigan
$1.15M -$11.9K -843 -1%
MA
481
Modus Advisors
Minnesota
$1.14M -$13.8K -978 -1%
Calamos Advisors
482
Calamos Advisors
Illinois
$1.14M +$41.6K +2,943 +4%
FAIM
483
Financial Advocates Investment Management
Washington
$1.13M -$197K -14,205 -15%
TA
484
Tiedemann Advisors
New York
$1.12M -$50.6K -3,585 -4%
BFG
485
Bouchey Financial Group
New York
$1.11M +$161K +11,379 +17%
OF
486
Outfitter Financial
Maine
$1.11M +$109K +7,710 +11%
FCM
487
Firestone Capital Management
Florida
$1.1M -$38.6K -2,730 -3%
HWMG
488
Hurlow Wealth Management Group
Indiana
$1.1M -$61.6K -4,368 -5%
EVC
489
Eidelman Virant Capital
Missouri
$1.09M -$2.14K -150 -0.2%
SCM
490
Spreng Capital Management
Ohio
$1.06M -$145K -10,290 -12%
EAM
491
Evanson Asset Management
California
$1.06M +$1.06K +75 +0.1%
CCMD
492
Cypress Capital Management (Delaware)
Delaware
$1.06M +$4.79K +339 +0.5%
AAS
493
Ameritas Advisory Services
Nebraska
$1.05M +$10.7K +759 +1%
GGI
494
GPM Growth Investors
Michigan
$1.04M +$125K +8,865 +14%
KIA
495
KCM Investment Advisors
California
$1.03M +$209K +14,832 +26%
FPCG
496
Fort Pitt Capital Group
Pennsylvania
$1.03M +$422K +29,868 +70%
MPW
497
MGO Private Wealth
California
$1.02M +$1.02M +72,399 New
PA
498
Pinnacle Associates
New York
$1.02M +$8.26K +585 +0.8%
FCH
499
Freestone Capital Holdings
Washington
$1.02M +$105K +7,434 +11%
AWM
500
Aspire Wealth Management
Massachusetts
$1.02M +$718K +50,853 +239%
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