SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

957 hedge funds and large institutions have $18.5B invested in Schwab US Large- Cap ETF in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 398 increasing their positions, 337 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
957
Holders Change
-9
Holders Change %
-0.93%
% of All Funds
16.55%
Holding in Top 10
170
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.41%
% of All Funds
2.94%
New
68
Increased
398
Reduced
337
Closed
61
Calls
$4.17M
Puts
–
Net Calls
+$4.17M
Net Calls Change
+$2.08M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.04B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$324M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$765M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$686M
5
AWS
AJ Wealth Strategies
New York
$206M

Top Sellers

1
OAM
Oak Asset Management
California
$0
2
AIP
Almanack Investment Partners
Pennsylvania
$0
3
NSAM
North Star Asset Management
Wisconsin
$7.55M
4
PCIA
Prime Capital Investment Advisors
Kansas
$137M
5
KAS
Kestra Advisory Services
Texas
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
676
CreativeOne Wealth
Kansas
$366K +$932 +66 +0.3%
Franklin Resources
677
Franklin Resources
California
$364K – – –
GWM
678
Gray Wealth Management
Maine
$361K -$1.52K -108 -0.4%
GCP
679
Gill Capital Partners
Colorado
$356K -$14.4K -1,020 -4%
VCM
680
Vigilant Capital Management
Maine
$352K -$84.7K -6,000 -19%
SSW
681
Stone Summit Wealth
Florida
$351K -$8.47K -600 -2%
RTS
682
Round Table Services
New Jersey
$350K – – –
IAA
683
Independent Advisor Alliance
North Carolina
$350K +$64.5K +4,569 +23%
PAM
684
Pegasus Asset Management
New York
$347K -$76.3K -5,400 -18%
GG
685
Gofen & Glossberg
Illinois
$347K – – –
BWP
686
BSW Wealth Partners
Colorado
$344K +$42 +3 +0%
TA
687
TrueWealth Advisors
Alabama
$342K -$41.2K -2,922 -11%
BIAS
688
Beacon Investment Advisory Services
New Jersey
$341K -$31.6K -2,238 -8%
Principal Financial Group
689
Principal Financial Group
Iowa
$341K – – –
MWA
690
Motive Wealth Advisors
Michigan
$340K – – –
SF
691
Summit Financial
New Jersey
$338K -$5.42K -384 -2%
RFA
692
Resurgent Financial Advisors
Georgia
$335K +$1.95K +138 +0.6%
LSC
693
Lesa Sroufe & Co
Washington
$334K +$334K +23,649 New
HGWM
694
Horst & Graben Wealth Management
Oregon
$333K +$30.8K +2,181 +10%
MP
695
McDonald Partners
Ohio
$325K -$27.3K -1,935 -8%
Koshinski Asset Management
696
Koshinski Asset Management
Illinois
$324K +$35K +2,478 +12%
JJBC
697
James J. Burns & Company
New York
$323K +$323K +22,869 New
RWA
698
River Wealth Advisors
Pennsylvania
$321K -$167K -11,832 -34%
HWA
699
Heartwood Wealth Advisors
Virginia
$321K +$321K +22,731 New
PAM
700
Private Asset Management
California
$320K – – –
26 27
28
29 30