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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 %
CCWM
701
Cassaday & Co Wealth Management
Virginia
$413K +$413K +27,474 New
MG
702
Mather Group
Illinois
$413K -$86.6K -5,757 -17%
GF
703
Gries Financial
Ohio
$412K +$412K +27,366 New
IWN
704
Independent Wealth Network
Iowa
$409K -$22K -1,464 -5%
FPAS
705
Focus Partners Advisor Solutions
Missouri
$407K +$146K +9,678 +56%
EW
706
Evoke Wealth
California
$407K – – –
MA
707
Modus Advisors
Minnesota
$406K -$810K -53,850 -67%
MIM
708
Moseley Investment Management
Florida
$404K -$3.3K -219 -0.8%
GIA
709
GHP Investment Advisors
Colorado
$395K -$4.2K -279 -1%
SCA
710
Stillwater Capital Advisors
Pennsylvania
$395K – – –
BTI
711
Blue Trust Inc
Georgia
$394K -$32.4K -2,298 -8%
4WM
712
44 Wealth Management
Oregon
$394K +$394K +26,175 New
MIC
713
Means Investment Company
Maine
$393K – – –
CA
714
Clearstead Advisors
Ohio
$391K -$79.1K -5,253 -17%
Franklin Resources
715
Franklin Resources
California
$387K – – –
S
716
SignatureFD
Georgia
$383K -$15.8K -1,047 -4%
JFG
717
JDM Financial Group
Texas
$381K +$381K +25,326 New
GCP
718
Gill Capital Partners
Colorado
$380K +$1.17K +78 +0.3%
FMN
719
Financial Management Network
California
$380K -$4.49K -297 -1%
HGWM
720
Horst & Graben Wealth Management
Oregon
$377K +$22.3K +1,485 +6%
MCM
721
Monument Capital Management
Virginia
$376K +$376K +24,969 New
CW
722
CreativeOne Wealth
Kansas
$375K -$14.7K -975 -4%
VCM
723
Vigilant Capital Management
Maine
$375K – – –
VPP
724
Vertex Planning Partners
Illinois
$373K +$373K +24,786 New
CA
725
Cambridge Advisors
Nebraska
$365K +$25.1K +1,665 +7%
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