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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 %
RGF
651
Retirement Guys Formula
Ohio
$554K -$45K -2,991 -8%
AFS
652
Annapolis Financial Services
Maryland
$550K – – –
CIBC Private Wealth Group
653
CIBC Private Wealth Group
Georgia
$549K -$74.8K -15,624 -12%
PWA
654
Physician Wealth Advisors
Utah
$539K -$1.47K -93 -0.3%
SPP
655
Single Point Partners
Massachusetts
$534K – – –
WFA
656
Wade Financial Advisory
California
$529K -$127K -8,466 -19%
SWP
657
Strategic Wealth Partners
Ohio
$521K – – –
WFA
658
WestHill Financial Advisors
California
$517K +$85.7K +5,694 +20%
TWA
659
Trellis Wealth Advisors
California
$514K +$514K +34,128 New
MWM
660
Madison Wealth Management
Ohio
$510K +$510K +33,885 New
CIC
661
Carnegie Investment Counsel
Ohio
$509K +$28K +1,863 +6%
MCCP
662
Mission Creek Capital Partners
California
$508K -$11.6K -768 -2%
CA
663
Claro Advisors
Massachusetts
$506K +$61.4K +4,077 +14%
REMPR
664
Roof Eidam Maycock Peralta (REMP)
California
$504K -$40.1K -2,667 -7%
FCB
665
First County Bank
Connecticut
$504K +$504K +33,480 New
CFO
666
Collective Family Office
Pennsylvania
$497K -$199K -13,200 -29%
SIMG
667
Sonora Investment Management Group
Arizona
$496K +$209K +13,854 +72%
PFA
668
Plotkin Financial Advisors
Maryland
$494K – – –
TWA
669
TCI Wealth Advisors
Arizona
$493K -$37.1K -2,463 -7%
AG
670
Ascent Group
Virginia
$491K +$10.1K +672 +2%
TFP
671
Tilia Fiduciary Partners
North Carolina
$487K -$6.5K -432 -1%
SFS
672
Security Financial Services
Indiana
$484K – – –
BWFA
673
Baltimore-Washington Financial Advisors
Maryland
$484K – – –
CWA
674
CM Wealth Advisors
Ohio
$483K – – –
BWP
675
BSW Wealth Partners
Colorado
$481K +$114K +7,563 +31%
25 26
27
28 29