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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 %
EAM
526
Evanson Asset Management
California
$1.13M +$1.17K +78 +0.1%
GVAG
527
Great Valley Advisor Group
Delaware
$1.12M +$197K +13,119 +21%
BCM
528
Brookstone Capital Management
Illinois
$1.12M -$1.11M -72,468 -50%
PA
529
Pinnacle Associates
New York
$1.11M +$23.3K +1,551 +2%
EA
530
Evolution Advisers
Virginia
$1.11M +$707K +47,001 +177%
SCM
531
Spreng Capital Management
Ohio
$1.1M -$30.7K -2,040 -3%
GGI
532
GPM Growth Investors
Michigan
$1.1M -$8.53K -567 -0.8%
AWM
533
Aspire Wealth Management
Massachusetts
$1.09M +$3.84K +255 +0.4%
MPW
534
MGO Private Wealth
California
$1.08M -$7.9K -525 -0.7%
TCM
535
Twele Capital Management
Minnesota
$1.07M – – –
PAI
536
Pittenger & Anderson Inc
Nebraska
$1.06M +$615K +40,875 +138%
WIM
537
Warwick Investment Management
Texas
$1.04M +$1.04M +69,372 New
KWM
538
Kingsview Wealth Management
Oregon
$1.04M -$25.2K -1,677 -2%
CFGSD
539
Compass Financial Group (South Dakota)
South Dakota
$1.03M +$1.03M +68,259 New
IFS
540
Ifrah Financial Services
Arkansas
$1.03M -$9.84K -654 -1%
AC
541
Avant Capital
Louisiana
$1.02M -$25.4K -1,689 -2%
TPA
542
Trivium Point Advisory
Connecticut
$1.02M -$2.84K -186 -0.3%
SQA
543
Simon Quick Advisors
New Jersey
$1.02M +$1.13K +75 +0.1%
JF
544
Joule Financial
Kentucky
$1.01M -$29.6K -1,965 -3%
VVP
545
Venture Visionary Partners
Ohio
$1M -$29.8K -1,977 -3%
AIMC
546
Alley Investment Management Company
Illinois
$999K -$1.4K -93 -0.1%
VPIM
547
Vanguard Personalized Indexing Management
California
$991K -$65.6K -4,362 -6%
CAM
548
CPA Asset Management
Florida
$975K +$975K +64,761 New
LWAC
549
Laurel Wealth Advisors (California)
California
$970K -$27.4K -1,824 -3%
DI
550
DFPG Investments
Utah
$967K +$63.8K +4,098 +7%
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