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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
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 %
EFL
726
ERn Financial LLC
Wisconsin
$277K +$381 +27 +0.1%
TI
727
Trexquant Investment
Connecticut
$277K +$277K +19,617 New
HWMA
728
Heritage Wealth Management (Arizona)
Arizona
$273K +$42.5K +3,012 +18%
PA
729
Parkside Advisors
California
$272K – – –
FMWA
730
Forvis Mazars Wealth Advisors
Missouri
$270K -$1.4K -99 -0.5%
PIM
731
Penobscot Investment Management
Massachusetts
$270K – – –
GB
732
Goepper Burkhardt
South Carolina
$268K – – –
RIM
733
Regent Investment Management
Kentucky
$268K +$5.08K +360 +2%
BWP
734
Balboa Wealth Partners
Arizona
$266K +$266K +18,825 New
JIC
735
Joel Isaacson & Co
New York
$264K – – –
BOTW
736
Bank of the West
California
$264K +$264K +18,696 New
CG
737
CFO4Life Group
Texas
$263K +$255 +18 +0.1%
WAM
738
Worth Asset Management
Texas
$262K -$64.8K -4,590 -20%
JWCA
739
J.W. Cole Advisors
Florida
$262K +$17.5K +1,236 +7%
WCM
740
Weik Capital Management
Pennsylvania
$260K -$5.29K -375 -2%
CCM
741
Colorado Capital Management
Colorado
$260K +$846 +60 +0.3%
TCMP
742
Thrive Capital Management (Pennsylvania)
Pennsylvania
$260K +$260K +18,426 New
HPC
743
HM Payson & Co
Maine
$259K -$8.85K -627 -3%
PK
744
Pflug Koory
Nebraska
$258K – – –
MCP
745
Mirador Capital Partners
California
$257K -$16.2K -1,149 -6%
Baird Financial Group
746
Baird Financial Group
Wisconsin
$256K +$45.6K +3,228 +22%
HI
747
Hudock Inc
Pennsylvania
$255K -$65.7K -4,662 -20%
CTC
748
Central Trust Company
Missouri
$254K -$2.58K -183 -1%
SC
749
Saiph Capital
New Jersey
$253K +$253K +17,937 New
SG
750
StoneX Group
New York
$253K -$22K -1,557 -8%
28 29
30
31 32