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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 %
GWM
751
Gray Wealth Management
Maine
$322K -$63.6K -4,224 -17%
SSWM
752
Smith Salley Wealth Management
North Carolina
$319K – – –
WPW
753
Watershed Private Wealth
Illinois
$318K +$318K +21,138 New
Baird Financial Group
754
Baird Financial Group
Wisconsin
$318K +$44.7K +2,967 +16%
LC
755
LCNB Corp
Ohio
$318K – – –
GA
756
Geller Advisors
New York
$317K – – –
AIM
757
Acropolis Investment Management
Missouri
$311K -$201K -13,350 -39%
AIM
758
AHL Investment Management
Florida
$311K – – –
SB
759
Strategic Blueprint
Georgia
$309K – – –
BAM
760
Belpointe Asset Management
Nevada
$309K -$2.1M -139,677 -87%
IIC
761
Ironwood Investment Counsel
Arizona
$309K +$309K +20,535 New
TCMP
762
Thrive Capital Management (Pennsylvania)
Pennsylvania
$309K +$31.2K +2,076 +11%
FPW
763
Flagship Private Wealth
Massachusetts
$308K – – –
ACM
764
Armbruster Capital Management
New York
$304K – – –
IAA
765
Independent Advisor Alliance
North Carolina
$303K -$69.6K -4,623 -19%
LCM
766
Liberty Capital Management
Michigan
$302K +$302K +20,091 New
OPWM
767
Oxinas Partners Wealth Management
Indiana
$302K +$302K +20,058 New
NEPWA
768
New England Private Wealth Advisors
Massachusetts
$301K +$301K +19,980 New
SG
769
StoneX Group
New York
$300K +$30.7K +2,037 +11%
CIA
770
Capital Investment Advisors
Georgia
$299K +$53.5K +3,546 +22%
AIA
771
Armor Investment Advisors
North Carolina
$297K – – –
EFL
772
ERn Financial LLC
Wisconsin
$296K +$948 +63 +0.3%
QCM
773
Quantinno Capital Management
New York
$295K +$295K +19,584 New
DFG
774
Delta Financial Group
New Jersey
$294K +$294K +19,608 New
PA
775
Parkside Advisors
California
$291K +$1.08K +72 +0.4%
29 30
31
32 33