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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 %
LRPA
626
L. Roy Papp & Associates
Arizona
$629K – – –
LWM
627
Lyell Wealth Management
California
$628K +$1.08K +72 +0.2%
RCC
628
Red Cedar Capital
Nebraska
$622K – – –
OFG
629
Orcam Financial Group
California
$622K +$135 +9 +0%
OPS
630
Orion Portfolio Solutions
Nebraska
$618K +$89.2K +5,925 +17%
William Blair & Company
631
William Blair & Company
Illinois
$607K -$198K -13,155 -25%
SFS
632
Sowell Financial Services
Arkansas
$605K -$87.3K -5,799 -13%
RIA
633
Retirement Investment Advisors
Oklahoma
$596K +$596K +39,606 New
GG
634
GenWealth Group
New Jersey
$596K +$15.6K +1,038 +3%
M&T Bank
635
M&T Bank
New York
$595K +$135 +9 +0%
HWA
636
Heritage Wealth Advisors
Virginia
$594K -$7.99K -531 -1%
FFA
637
Farther Finance Advisors
California
$588K +$588K +39,060 New
AFA
638
American Financial Advisors
Georgia
$588K +$26.4K +1,755 +5%
KWS
639
Keystone Wealth Services
California
$586K +$993 +66 +0.2%
WWM
640
Windsor Wealth Management
Indiana
$585K – – –
CAM
641
Carret Asset Management
New York
$584K -$6.77K -450 -1%
CC
642
Callan Capital
California
$584K -$218K -14,502 -27%
HIG
643
Heritage Investment Group
Florida
$575K -$19.2K -1,275 -3%
NCM
644
Novare Capital Management
North Carolina
$572K +$948 +63 +0.2%
SBIA
645
Sheaff Brock Investment Advisors
Indiana
$569K – – –
MIP
646
Marietta Investment Partners
Wisconsin
$568K +$58.7K +3,903 +12%
PWM
647
Praetorian Wealth Management
California
$564K -$181 -12 -0%
NP
648
NorthRock Partners
Minnesota
$563K -$173K -11,508 -24%
FWA
649
FSM Wealth Advisors
Ohio
$562K +$587 +39 +0.1%
KJWM
650
Kiley Juergens Wealth Management
Washington
$561K +$1.31K +87 +0.2%
24 25
26
27 28