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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 %
PMFA
776
Plante Moran Financial Advisors
Michigan
$232K +$61.9K +4,380 +36%
CCMG
777
Clark Capital Management Group
Pennsylvania
$232K +$232K +16,425 New
FMII
778
Farmers & Merchants Investments Inc
Nebraska
$231K -$47.7K -3,378 -17%
CIA
779
Capital Investment Advisors
Georgia
$230K +$10.5K +747 +5%
SAA
780
Southeast Asset Advisors
Georgia
$228K – – –
PCM
781
Palouse Capital Management
Washington
$228K +$33.9K +2,403 +17%
OAM
782
Oppenheimer Asset Management
New York
$227K +$227K +16,050 New
SWM
783
Spire Wealth Management
Virginia
$226K -$547K -38,784 -71%
CT
784
Cambridge Trust
Massachusetts
$226K – – –
Fisher Asset Management
785
Fisher Asset Management
Washington
$226K +$226K +16,011 New
AW
786
Avion Wealth
Texas
$225K +$30K +2,130 +15%
ASI
787
Advisory Services & Investments
Oregon
$223K – – –
RIS
788
Retirement Income Solutions
Michigan
$223K – – –
PCM
789
Parsons Capital Management
Rhode Island
$222K +$29.9K +2,121 +16%
PFA
790
Pathway Financial Advisors
Vermont
$221K – – –
OBWG
791
Onyx Bridge Wealth Group
New York
$219K -$57.4K -4,077 -21%
BBA
792
Braun-Bostich & Associates
Pennsylvania
$219K -$6.82K -483 -3%
FWM
793
Fortress Wealth Management
California
$219K – – –
CPA
794
Cardiff Park Advisors
California
$219K +$848 +60 +0.4%
VBWMG
795
Von Berge Wealth Management Group
California
$218K +$13.1K +921 +6%
OSAM
796
O'Shaughnessy Asset Management
Connecticut
$218K +$15.7K +1,113 +8%
SWA
797
Stratos Wealth Advisors
Ohio
$217K -$1.58M -112,014 -88%
Comerica Bank
798
Comerica Bank
Texas
$217K +$761 +51 +0.4%
WCA
799
Waypoint Capital Advisors
Minnesota
$217K +$1.78K +126 +0.8%
BWA
800
Beam Wealth Advisors
Louisiana
$213K +$14.1K +999 +7%
30 31
32
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