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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 %
PFBT
676
Parkside Financial Bank & Trust
Missouri
$480K -$1.31K -87 -0.3%
HWMA
677
Heritage Wealth Management (Arizona)
Arizona
$480K +$189K +12,558 +65%
TWM
678
Thrive Wealth Management
Pennsylvania
$477K +$61.7K +4,101 +15%
CA
679
CGN Advisors
Kansas
$475K +$5.55K +369 +1%
SAG
680
SageView Advisory Group
California
$473K +$473K +31,419 New
HIC
681
Hartline Investment Corp
Illinois
$471K +$471K +31,314 New
Natixis Advisors
682
Natixis Advisors
Massachusetts
$466K -$34.5K -2,289 -7%
RCAG
683
Rehmann Capital Advisory Group
Michigan
$458K – – –
HFS
684
Heritage Financial Services
Massachusetts
$456K +$154K +10,221 +51%
Cetera Investment Advisers
685
Cetera Investment Advisers
Illinois
$456K -$4.45M -295,800 -91%
DFA
686
DHJJ Financial Advisors
Illinois
$455K +$542 +36 +0.1%
BMM
687
Berkshire Money Management
Massachusetts
$454K -$26.4K -1,755 -5%
TWM
688
Tanglewood Wealth Management
Texas
$449K +$12.9K +858 +3%
Koshinski Asset Management
689
Koshinski Asset Management
Illinois
$446K +$101K +6,714 +29%
MMA
690
Miracle Mile Advisors
California
$446K +$40.9K +2,718 +10%
BFC
691
Bedel Financial Consulting
Indiana
$441K -$11.2K -744 -2%
SPC
692
Stewart & Patten Company
California
$436K -$12K -798 -3%
OC
693
Oarsman Capital
Wisconsin
$433K – – –
RIM
694
Rockbridge Investment Management
New York
$433K +$3.03K +201 +0.7%
ML
695
Mayport LLC
Massachusetts
$430K -$48.9K -3,246 -10%
CCG
696
Cypress Capital Group
Florida
$426K +$125K +8,310 +42%
TCM
697
Tradewinds Capital Management
Washington
$423K +$21.6K +1,434 +5%
JJBC
698
James J. Burns & Company
New York
$421K +$77.1K +5,124 +22%
LWANC
699
Laurel Wealth Advisors (North Carolina)
North Carolina
$420K -$5.19K -345 -1%
SMC
700
Smith, Moore & Co
Missouri
$419K -$226K -15,000 -35%
26 27
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