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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 %
PAM
601
Peak Asset Management
Colorado
$748K -$20.5K -1,362 -3%
GIA
602
Gladstone Institutional Advisory
Florida
$734K -$185K -12,291 -20%
MCWS
603
McKinley Carter Wealth Services
West Virginia
$733K -$2.98K -198 -0.4%
WFS
604
Walker Financial Services
Kentucky
$725K -$39.9K -2,472 -5%
FWI
605
Facet Wealth Inc
Maryland
$722K +$141K +8,781 +24%
BL
606
BFSG LLC
California
$714K -$767 -51 -0.1%
RPGK
607
Retirement Planning Group (Kansas)
Kansas
$700K -$20.6K -1,368 -3%
FANJ
608
Financial Architects (New Jersey)
New Jersey
$698K +$33.6K +2,235 +5%
CA
609
Cetera Advisors
Colorado
$690K +$14.1K +936 +2%
PAS
610
Park Avenue Securities
New York
$688K +$290K +19,257 +73%
BWM
611
BlackDiamond Wealth Management
New York
$688K +$445K +28,953 +183%
JFGLC
612
Johnson Financial Group LLC (Colorado)
Colorado
$686K -$60.3M -4,009,710 -99%
SF
613
Safeguard Financial
Wisconsin
$683K -$406 -27 -0.1%
MA
614
Mutual Advisors
Nebraska
$678K -$92.4K -6,138 -12%
OFG
615
Oxford Financial Group
Indiana
$674K +$5.06K +336 +0.8%
HWA
616
HHM Wealth Advisors
Tennessee
$674K +$190K +12,609 +39%
CA
617
Continuum Advisory
Idaho
$665K -$11K -729 -2%
GI
618
GS Investments
Minnesota
$663K +$14.8K +984 +2%
ASFA
619
All Season Financial Advisors
Colorado
$658K +$587 +39 +0.1%
KIA
620
KCM Investment Advisors
California
$657K -$437K -29,055 -40%
CA
621
Crewe Advisors
Utah
$651K -$81.8K -5,433 -11%
GHAM
622
Gilman Hill Asset Management
Connecticut
$639K +$2.84K +189 +0.4%
PPP
623
Private Portfolio Partners
New Jersey
$637K – – –
SAM
624
Summit Asset Management
Tennessee
$633K – – –
AMIM
625
Aull & Monroe Investment Management
Alabama
$630K – – –
23 24
25
26 27