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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 %
FG
551
Foster Group
Iowa
$963K +$31.6K +2,100 +3%
AP
552
Adero Partners
California
$960K +$181 +12 +0%
BPWM
553
Badgley Phelps Wealth Managers
Washington
$941K -$27.1K -1,800 -3%
FWCM
554
Ferguson Wellman Capital Management
Oregon
$940K -$24.2K -1,605 -3%
WSTAM
555
Wilbanks Smith & Thomas Asset Management
Virginia
$938K +$25.6K +1,704 +3%
Prudential Financial
556
Prudential Financial
New Jersey
$936K +$147K +9,744 +19%
CCG
557
Chatham Capital Group
Georgia
$934K +$934K +62,028 New
TFS
558
Thoroughbred Financial Services
Tennessee
$928K -$144K -9,570 -13%
EFG
559
Everhart Financial Group
Ohio
$926K -$6.59K -438 -0.7%
SBH
560
Segall Bryant & Hamill
Illinois
$921K -$3.7K -246 -0.4%
GWA
561
GGM Wealth Advisors
Maryland
$920K +$33.1K +2,172 +4%
TYCC
562
Texas Yale Capital Corp
Florida
$920K -$1.22K -81 -0.1%
GBWM
563
Granite Bay Wealth Management
New Hampshire
$915K -$92.3K -6,132 -9%
Brown Advisory
564
Brown Advisory
Maryland
$910K – – –
IF
565
Ironwood Financial
Arizona
$909K +$17.3K +1,152 +2%
WIA
566
World Investment Advisors
California
$908K -$19.8K -1,317 -2%
TCA
567
Transcend Capital Advisors
New Jersey
$905K – – –
ZIMP
568
Zimmermann Investment Management & Planning
Pennsylvania
$905K -$472K -31,356 -34%
LFG
569
Larson Financial Group
Missouri
$900K +$16.8K +1,119 +2%
FBB
570
Fulton Breakefield Broenniman
Maryland
$891K +$891K +59,178 New
AIM
571
Aspen Investment Management
Michigan
$889K +$2.21K +147 +0.2%
BFS
572
Bradley Foster & Sargent
Connecticut
$889K – – –
FCH
573
Freestone Capital Holdings
Washington
$887K -$199K -13,239 -18%
TC
574
Tenret Company
Florida
$864K – – –
SC
575
Slow Capital
California
$864K -$7.22K -480 -0.8%
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