SCHX icon

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

Top Sellers

1
OAM
Oak Asset Management
California
$0
2
AIP
Almanack Investment Partners
Pennsylvania
$0
3
NSAM
North Star Asset Management
Wisconsin
$7.55M
4
PCIA
Prime Capital Investment Advisors
Kansas
$137M
5
KAS
Kestra Advisory Services
Texas
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
751
CEDRUS
Colorado
$253K +$5.97K +423 +2%
TP
752
Tranquility Partners
Tennessee
$252K +$339 +24 +0.1%
TC
753
Titleist Capital
Texas
$248K +$1.06K +75 +0.4%
SEIA
754
Signature Estate & Investment Advisors
California
$248K +$2.5K +177 +1%
SHWM
755
Silicon Hills Wealth Management
Texas
$247K -$51.3K -3,636 -17%
ABC
756
Associated Banc-Corp
Wisconsin
$247K – – –
HCMT
757
Highland Capital Management (Tennessee)
Tennessee
$246K – – –
FPAS
758
Focus Partners Advisor Solutions
Missouri
$246K +$246K +17,397 New
CIAS
759
Capital Investment Advisory Services
North Carolina
$245K +$2.84K +201 +1%
H
760
HoyleCohen
California
$243K -$65K -4,596 -21%
RPA
761
Rock Point Advisors
Vermont
$242K +$3.18K +225 +1%
RWA
762
Redhawk Wealth Advisors
Minnesota
$242K +$242K +17,112 New
SWM
763
Seaside Wealth Management
California
$241K – – –
BWM
764
BlackDiamond Wealth Management
New York
$240K -$94.7K -6,228 -28%
JPMorgan Chase & Co
765
JPMorgan Chase & Co
New York
$239K -$40.3K -2,850 -14%
RCA
766
Riverview Capital Advisers
Massachusetts
$238K +$889 +63 +0.4%
HIM
767
Harbour Investment Management
Washington
$238K +$20.8K +1,470 +10%
RSWM
768
Robertson Stephens Wealth Management
California
$237K -$325K -23,067 -58%
BAM
769
Bellevue Asset Management
Washington
$237K – – –
NFC
770
Northeast Financial Consultants
Connecticut
$237K – – –
ACM
771
Advance Capital Management
Michigan
$237K +$237K +16,794 New
CGFA
772
Colton Groome Financial Advisors
North Carolina
$236K – – –
EVM
773
Eaton Vance Management
Massachusetts
$235K +$5.25K +372 +2%
HR
774
Howe & Rusling
New York
$234K -$26.6K -1,884 -10%
FC
775
Fusion Capital
South Carolina
$233K -$29K -2,061 -11%
29 30
31
32 33