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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 %
HIF
501
Hill Island Financial
Michigan
$1.27M +$2.03K +135 +0.2%
NFG
502
Nations Financial Group
Iowa
$1.27M +$677 +45 +0.1%
FNBT
503
FineMark National Bank & Trust
Florida
$1.26M -$12.8K -852 -1%
LIA
504
LBMC Investment Advisors
Tennessee
$1.24M – – –
AF
505
Advisornet Financial
Minnesota
$1.23M -$257K -17,100 -17%
UIA
506
Ulland Investment Advisors
Minnesota
$1.23M -$403K -26,760 -25%
OFS
507
Oldfather Financial Services
Nebraska
$1.22M -$40.5K -2,694 -3%
LNC
508
Lincoln National Corp
Pennsylvania
$1.22M +$149K +9,909 +14%
TC
509
TownSquare Capital
Utah
$1.21M -$195K -12,939 -14%
AAS
510
Ameritas Advisory Services
Nebraska
$1.21M +$94K +6,243 +8%
Calamos Advisors
511
Calamos Advisors
Illinois
$1.21M -$8.62K -573 -0.7%
VP
512
Verum Partners
North Carolina
$1.2M +$1.2M +80,049 New
OF
513
Outfitter Financial
Maine
$1.19M +$16K +1,065 +1%
FAG
514
Fortitude Advisory Group
Washington
$1.18M +$105K +6,984 +10%
TA
515
Tiedemann Advisors
New York
$1.18M -$6.23K -414 -0.5%
TF
516
TIAA FSB
Florida
$1.18M -$116K -7,689 -9%
GRP
517
Global Retirement Partners
California
$1.18M +$39.3K +2,613 +3%
BMCM
518
Bryn Mawr Capital Management
Pennsylvania
$1.16M +$1.16M +77,385 New
MS
519
Madden Securities
Texas
$1.16M -$3.92M -260,712 -77%
VWA
520
Visionary Wealth Advisors
Illinois
$1.15M +$194K +12,900 +20%
HI
521
Human Investing
Oregon
$1.15M -$95.9K -6,375 -8%
ICM
522
Intrepid Capital Management
Florida
$1.15M -$4.8M -318,987 -81%
BFG
523
Bouchey Financial Group
New York
$1.15M -$37.2K -2,475 -3%
LA
524
Lindenwold Advisors
Pennsylvania
$1.14M +$1.14M +76,065 New
CB
525
Commerce Bank
Missouri
$1.14M -$1.77M -117,915 -61%
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