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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 %
VWA
526
Visionary Wealth Advisors
Illinois
$899K +$17.6K +1,248 +2%
MCM
527
Manchester Capital Management
Vermont
$892K – – –
GWA
528
GGM Wealth Advisors
Maryland
$882K -$197K -12,960 -18%
PWW
529
Pettyjohn Wood & White
Virginia
$882K – – –
EFG
530
Everhart Financial Group
Ohio
$875K +$212 +15 +0%
FG
531
Foster Group
Iowa
$874K +$99K +7,011 +13%
WIA
532
World Investment Advisors
California
$870K +$5K +354 +0.6%
BNP Paribas Financial Markets
533
BNP Paribas Financial Markets
France
$869K +$664K +47,007 +323%
SBH
534
Segall Bryant & Hamill
Illinois
$867K -$570K -40,431 -40%
GVAG
535
Great Valley Advisor Group
Delaware
$867K +$550 +39 +0.1%
JG
536
Jefferies Group
New York
$864K – – –
TYCC
537
Texas Yale Capital Corp
Florida
$864K – – –
GIA
538
Gladstone Institutional Advisory
Florida
$862K -$18.8K -1,332 -2%
WSTAM
539
Wilbanks Smith & Thomas Asset Management
Virginia
$856K -$1.19K -84 -0.1%
C
540
Certuity
Florida
$855K +$265K +18,759 +45%
DI
541
DFPG Investments
Utah
$854K -$298K -20,211 -26%
Brown Advisory
542
Brown Advisory
Maryland
$853K +$13K +924 +2%
TCA
543
Transcend Capital Advisors
New Jersey
$849K -$78.5K -5,559 -8%
SW
544
SVB Wealth
Massachusetts
$848K +$848K +60,084 New
YAL
545
Your Advocates Ltd
Texas
$839K -$200K -14,175 -19%
IF
546
Ironwood Financial
Arizona
$837K -$56.4K -3,996 -6%
BFS
547
Bradley Foster & Sargent
Connecticut
$834K -$67.4K -4,770 -7%
AIM
548
Aspen Investment Management
Michigan
$832K +$6.18K +438 +0.7%
LFG
549
Larson Financial Group
Missouri
$829K +$356K +25,197 +75%
G
550
Gainplan
Michigan
$823K -$75K -5,313 -8%
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