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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 %
TA
726
TrueWealth Advisors
Alabama
$365K – – –
BIAS
727
Beacon Investment Advisory Services
New Jersey
$364K -$45 -3 -0%
Principal Financial Group
728
Principal Financial Group
Iowa
$364K – – –
MWA
729
Motive Wealth Advisors
Michigan
$363K – – –
APW
730
Austin Private Wealth
Texas
$362K +$23.9K +1,590 +7%
RFA
731
Resurgent Financial Advisors
Georgia
$361K +$3.43K +228 +1%
MSA
732
McAlister Sweet & Associates
Texas
$359K -$6.07M -403,380 -94%
TW
733
Transform Wealth
Colorado
$356K -$229K -15,219 -39%
GG
734
Gofen & Glossberg
Illinois
$355K -$15.5K -1,032 -4%
PCA
735
Prosperity Capital Advisors
Ohio
$352K +$352K +23,358 New
SF
736
Summit Financial
New Jersey
$351K -$9.3K -618 -3%
LSC
737
Lesa Sroufe & Co
Washington
$351K -$4.97K -330 -1%
HWA
738
Heartwood Wealth Advisors
Virginia
$351K +$8.67K +576 +3%
PAM
739
Pegasus Asset Management
New York
$348K -$21.1K -1,404 -6%
RWA
740
River Wealth Advisors
Pennsylvania
$346K +$4.02K +267 +1%
MP
741
McDonald Partners
Ohio
$346K – – –
TBC
742
Ted Buchan & Co
California
$344K +$344K +22,860 New
PMFA
743
Plante Moran Financial Advisors
Michigan
$340K +$92.9K +6,174 +38%
JWCA
744
J.W. Cole Advisors
Florida
$338K +$59K +3,918 +21%
WP
745
Westmount Partners
California
$333K +$333K +22,113 New
VCWA
746
Vanguard Capital Wealth Advisors
Colorado
$329K +$329K +21,846 New
CCP
747
Carmel Capital Partners
California
$329K +$329K +21,831 New
HHGA
748
Halbert Hargrove Global Advisors
California
$328K – – –
MFG
749
Merit Financial Group
Georgia
$326K +$17K +1,131 +6%
IWA
750
Intercontinental Wealth Advisors
Texas
$325K -$4.79K -318 -1%
28 29
30
31 32