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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
1
HBK Sorce Advisory
Pennsylvania
$789M
2
Creative Planning
2
Creative Planning
Kansas
$1.38B
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.33B
4
Charles Schwab
4
Charles Schwab
California
$1.88B
5
CAM
5
Cresset Asset Management
Illinois
$106M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$175M
2
ML
2
McAdam LLC
Pennsylvania
$134M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.32B
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$686K
5
AWS
5
AJ Wealth Strategies
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$46.9M -$16.7M -1,106,703 -26%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$46.6M -$101K -6,738 -0.2%
Morgan Stanley
53
Morgan Stanley
New York
$44.1M -$6.89M -457,617 -14%
LWMT
54
Legacy Wealth Management (Tennessee)
Tennessee
$41.9M +$39.4M +2,615,583 +1,574%
PRS
55
Pinkerton Retirement Specialists
Idaho
$39.8M +$25.8M +1,715,919 +185%
JIC
56
Johnson Investment Counsel
Ohio
$39.3M -$644K -42,810 -2%
JIP
57
Jaffetilchin Investment Partners
Florida
$39.2M +$4.98M +331,023 +15%
CST
58
Charles Schwab Trust
Nevada
$38.8M +$25.2M +1,674,099 +185%
IA
59
IFP Advisors
Florida
$38.6M -$1.32M -60,513 -3%
AWMG
60
Alliance Wealth Management Group
New Jersey
$38.3M +$316K +20,964 +0.8%
TCM
61
Towercrest Capital Management
Pennsylvania
$38.3M +$316K +20,964 +0.8%
LFG
62
Leverty Financial Group
Wisconsin
$37.5M +$37.5M +2,490,918 New
VNA
63
Valley National Advisers
Pennsylvania
$36.8M +$2.34M +150,012 +7%
DWM
64
Destination Wealth Management
California
$35.6M +$21.1M +1,400,697 +145%
Truist Financial
65
Truist Financial
North Carolina
$35.3M -$2.3M -152,889 -6%
CF
66
Cantor Fitzgerald
New York
$34.4M +$6.88M +457,392 +25%
SAM
67
Standpoint Asset Management
Arizona
$34.2M +$34.2M +2,272,800 New
AF
68
Allworth Financial
California
$33.8M -$575K -38,184 -2%
BFG
69
Berger Financial Group
Minnesota
$33.7M +$60.1K +3,996 +0.2%
RA
70
Riversedge Advisors
Delaware
$33.5M -$253K -16,791 -0.7%
CMP
71
Courage Miller Partners
Virginia
$32.7M +$32.9K +2,187 +0.1%
BMM
72
Buffington Mohr McNeal
Idaho
$31.7M +$7.72K +513 +0%
FC
73
Financial Consulate
Maryland
$31.5M -$305K -20,271 -1%
IAS
74
IMA Advisory Services
Colorado
$30M +$7.09K +471 +0%
AA
75
Ashford Advisors
New York
$30M +$3.61M +239,883 +14%
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