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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 %
HWMG
476
Hurlow Wealth Management Group
Indiana
$1.4M +$224K +14,892 +19%
PWW
477
Pettyjohn Wood & White
Virginia
$1.39M +$451K +30,000 +48%
FM
478
Family Management
New York
$1.38M +$181 +12 +0%
AIS
479
American Investment Services
Massachusetts
$1.38M -$70.6K -4,692 -5%
MSWMA
480
Market Street Wealth Management Advisors
Indiana
$1.37M -$561K -37,284 -29%
CAI
481
Capital Advisors Inc
Oklahoma
$1.37M +$14.4K +957 +1%
WI
482
Wedgewood Investors
Pennsylvania
$1.36M – – –
AWM
483
Accurate Wealth Management
Florida
$1.36M +$1.36M +88,446 New
PL
484
Plancorp LLC
Missouri
$1.35M -$50.6K -3,363 -4%
Rockefeller Capital Management
485
Rockefeller Capital Management
New York
$1.34M -$170K -11,316 -11%
WC
486
Wealth CMT
New Jersey
$1.34M +$86.6K +5,754 +7%
RWMH
487
Riverpoint Wealth Management Holdings
Illinois
$1.34M +$587 +39 +0%
FT
488
Fiduciary Trust
Massachusetts
$1.34M – – –
PEA
489
Park Edge Advisors
Ohio
$1.33M +$1.33M +88,686 New
CCFM
490
Clear Creek Financial Management
Washington
$1.33M – – –
CCA
491
Column Capital Advisors
Indiana
$1.33M +$366K +24,351 +38%
YIA
492
YHB Investment Advisors
Connecticut
$1.33M +$366K +24,345 +38%
EFS
493
Econ Financial Services
Pennsylvania
$1.3M +$17K +1,128 +1%
RFC
494
Regions Financial Corp
Alabama
$1.29M +$1.29M +85,962 New
RZH
495
Relyea Zuckerberg Hanson
Connecticut
$1.29M +$1.29M +85,908 New
PWMG
496
Pioneer Wealth Management Group
Texas
$1.29M +$1.29M +85,620 New
DTC
497
Davidson Trust Company
Washington
$1.29M – – –
CSI
498
Cross Staff Investments
New York
$1.27M +$722 +48 +0.1%
JWA
499
JFS Wealth Advisors
Pennsylvania
$1.27M -$8.89K -591 -0.7%
SCP
500
Stevens Capital Partners
Nebraska
$1.27M +$1.27M +84,426 New
18 19
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