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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.

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

Top Sellers

1
OAM
1
Oak Asset Management
California
$0
2
AIP
2
Almanack Investment Partners
Pennsylvania
$0
3
NSAM
3
North Star Asset Management
Wisconsin
$7.55M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$137M
5
KAS
5
Kestra Advisory Services
Texas
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$43.8M +$752K +53,277 +2%
WANY
52
Wealthspire Advisors (New York)
New York
$43.1M +$2.06M +145,704 +5%
JWM
53
JFG Wealth Management
Colorado
$43.1M +$41.5M +2,938,947 +2,603%
CWM
54
Curi Wealth Management
North Carolina
$42.7M +$3.57M +253,164 +9%
IA
55
IFP Advisors
Florida
$40M +$1.38M +63,297 +4%
SC
56
Savant Capital
Illinois
$37.6M -$3.93M -278,637 -9%
JIC
57
Johnson Investment Counsel
Ohio
$37.5M -$220K -15,570 -0.6%
FMP
58
Financial Management Professionals
Texas
$36.9M +$6.37M +451,014 +21%
AWMG
59
Alliance Wealth Management Group
New Jersey
$35.6M +$2.2M +155,946 +7%
TCM
60
Towercrest Capital Management
Pennsylvania
$35.6M +$2.2M +155,946 +7%
Truist Financial
61
Truist Financial
North Carolina
$35.3M -$982K -69,528 -3%
VNA
62
Valley National Advisers
Pennsylvania
$32.4M -$2.43M -165,942 -7%
AF
63
Allworth Financial
California
$32.3M +$8.97M +635,484 +38%
JIP
64
Jaffetilchin Investment Partners
Florida
$32.1M -$43.5K -3,084 -0.1%
RA
65
Riversedge Advisors
Delaware
$31.7M -$1.44M -102,282 -4%
BFG
66
Berger Financial Group
Minnesota
$31.6M +$1.72M +121,683 +6%
BO
67
BRR OpCo
Ohio
$31M +$1.02M +72,228 +3%
CMP
68
Courage Miller Partners
Virginia
$30.7M -$285K -20,154 -0.9%
FC
69
Financial Consulate
Maryland
$29.8M +$6.26M +443,256 +27%
BMM
70
Buffington Mohr McNeal
Idaho
$29.7M +$305K +21,636 +1%
IAS
71
IMA Advisory Services
Colorado
$28.2M -$151K -10,677 -0.5%
AP
72
Appleton Partners
Massachusetts
$27.6M +$470K +33,294 +2%
MI
73
Moneywise Inc
Virginia
$27.2M -$390K -27,612 -1%
KBFS
74
Kohmann Bosshard Financial Services
Ohio
$27.2M -$1.66M -117,867 -6%
PFM
75
Parsec Financial Management
North Carolina
$26.3M -$814K -57,651 -3%
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