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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 %
FAG
501
Fortitude Advisory Group
Washington
$1.01M -$14.7K -1,044 -1%
TFS
502
Thoroughbred Financial Services
Tennessee
$1.01M -$61.7K -4,377 -6%
LNC
503
Lincoln National Corp
Pennsylvania
$1M +$12K +852 +1%
TCM
504
Twele Capital Management
Minnesota
$1M -$2.71K -192 -0.3%
KWM
505
Kingsview Wealth Management
Oregon
$996K +$5.59K +396 +0.6%
TPA
506
Trivium Point Advisory
Connecticut
$992K -$57.8K -3,915 -6%
VPIM
507
Vanguard Personalized Indexing Management
California
$991K +$193K +13,698 +24%
MFT
508
Moisand Fitzgerald Tamayo
Florida
$990K -$52.5K -3,717 -5%
HPWM
509
Highland Private Wealth Management
Washington
$988K -$2.21K -138 -0.2%
AC
510
Avant Capital
Louisiana
$985K +$69.5K +4,923 +8%
JF
511
Joule Financial
Kentucky
$972K -$30.8K -2,184 -3%
IFS
512
Ifrah Financial Services
Arkansas
$972K +$3.64K +258 +0.4%
VVP
513
Venture Visionary Partners
Ohio
$966K +$2.67K +189 +0.3%
AP
514
Adero Partners
California
$951K +$179 +12 +0%
SQA
515
Simon Quick Advisors
New Jersey
$951K +$46.4K +3,288 +5%
GBWM
516
Granite Bay Wealth Management
New Hampshire
$945K -$36.4K -2,580 -4%
AIMC
517
Alley Investment Management Company
Illinois
$939K +$6.99K +495 +0.8%
PCM
518
Pennsylvania Capital Management
Pennsylvania
$938K +$2.96K +210 +0.3%
LWAC
519
Laurel Wealth Advisors (California)
California
$936K -$25.8K -1,827 -3%
CAL
520
Capital Advisors Ltd
Ohio
$932K – – –
BPWM
521
Badgley Phelps Wealth Managers
Washington
$908K -$59.7K -4,233 -6%
CCA
522
Column Capital Advisors
Indiana
$907K +$42 +3 +0%
FWCM
523
Ferguson Wellman Capital Management
Oregon
$905K -$8.48K -600 -0.9%
YIA
524
YHB Investment Advisors
Connecticut
$904K +$98.6K +6,984 +12%
Renaissance Technologies
525
Renaissance Technologies
New York
$902K +$902K +63,900 New
19 20
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