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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 %
BB
576
Bell Bank
North Dakota
$861K +$861K +57,240 New
JFG
577
Jefferies Financial Group
New York
$857K +$857K +56,928 New
SSW
578
Stone Summit Wealth
Florida
$852K +$478K +31,743 +128%
G
579
Gainplan
Michigan
$851K -$26.6K -1,770 -3%
NA
580
NewEdge Advisors
Louisiana
$845K +$32.7K +2,205 +4%
SSB
581
Sandy Spring Bank
Maryland
$841K +$13.7K +912 +2%
OMC
582
Old Mission Capital
Illinois
$840K +$840K +55,827 New
DACG
583
Donor Advised Charitable Giving
California
$837K -$1.63K -108 -0.2%
DWP
584
Destiny Wealth Partners
Florida
$830K -$448K -29,757 -35%
FCM
585
Firestone Capital Management
Florida
$830K -$346K -22,977 -29%
SC
586
Schoolcraft Capital
Colorado
$829K -$17.9K -1,188 -2%
SFG
587
StrategIQ Financial Group
Indiana
$827K – – –
APW
588
Aurora Private Wealth
New Jersey
$824K +$2.71K +180 +0.3%
HIC
589
Holderness Investments Company
North Carolina
$822K -$6.05K -402 -0.7%
C
590
Certuity
Florida
$821K -$90.3K -5,997 -10%
ANTB
591
AMG National Trust Bank
Colorado
$795K +$1.31K +87 +0.2%
RDFA
592
Ritter Daniher Financial Advisory
Ohio
$794K -$68.5K -4,554 -8%
LEFP
593
Leading Edge Financial Planning
Tennessee
$791K +$791K +52,548 New
IWM
594
IHT Wealth Management
Illinois
$790K +$15.4K +1,020 +2%
GAM
595
Garrison Asset Management
Arkansas
$790K -$768 -51 -0.1%
CIC
596
Cutler Investment Counsel
Oregon
$782K +$239K +15,888 +44%
CPP
597
Capasso Planning Partners
South Carolina
$781K – – –
JCM
598
Jacobsen Capital Management
Utah
$767K -$7.23K -480 -0.9%
EK
599
Evensky & Katz
Florida
$764K -$65.9K -4,218 -8%
CAM
600
Cozad Asset Management
Illinois
$760K -$45.2K -3,000 -6%
22 23
24
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