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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 %
CA
701
Cambridge Advisors
Nebraska
$319K +$105K +7,410 +49%
APW
702
Austin Private Wealth
Texas
$317K -$66.7K -4,728 -17%
BCM
703
BTR Capital Management
California
$313K – – –
IWA
704
Intercontinental Wealth Advisors
Texas
$309K +$6.26K +444 +2%
HHGA
705
Halbert Hargrove Global Advisors
California
$307K – – –
SSWM
706
Smith Salley Wealth Management
North Carolina
$299K +$299K +21,210 New
GA
707
Geller Advisors
New York
$298K +$50K +3,540 +20%
LC
708
LCNB Corp
Ohio
$298K +$298K +21,126 New
GC
709
Gratus Capital
Georgia
$297K +$297K +21,015 New
DADC
710
D.A. Davidson & Co
Montana
$296K -$4.28K -303 -1%
IF
711
Intrua Financial
Texas
$291K -$69.2K -4,908 -19%
AIM
712
AHL Investment Management
Florida
$291K – – –
SB
713
Strategic Blueprint
Georgia
$290K -$40.8K -2,892 -12%
MFG
714
Merit Financial Group
Georgia
$289K -$7.02K -498 -2%
FPW
715
Flagship Private Wealth
Massachusetts
$289K – – –
CA
716
Calton & Associates
Florida
$288K -$1.71M -121,605 -86%
MCA
717
MSH Capital Advisors
Arizona
$287K +$1.23K +87 +0.4%
ACM
718
Armbruster Capital Management
New York
$285K – – –
SIMG
719
Sonora Investment Management Group
Arizona
$285K – – –
QCG
720
Quadrant Capital Group
Ohio
$283K -$39.4K -2,790 -12%
PP
721
Patten & Patten
Tennessee
$283K -$21.2K -1,500 -7%
HFS
722
Heritage Financial Services
Massachusetts
$283K – – –
CCG
723
Cypress Capital Group
Florida
$281K -$7.17K -510 -2%
FCA
724
FinTrust Capital Advisors
South Carolina
$281K +$528 +36 +0.2%
AIA
725
Armor Investment Advisors
North Carolina
$279K – – –
27 28
29
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