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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 %
IAM
776
Innovis Asset Management
Illinois
$290K +$290K +19,290 New
FCA
777
FinTrust Capital Advisors
South Carolina
$289K +$587 +39 +0.2%
PIM
778
Penobscot Investment Management
Massachusetts
$288K – – –
FMWA
779
Forvis Mazars Wealth Advisors
Missouri
$288K +$316 +21 +0.1%
PFO
780
Pathstone Family Office
New Jersey
$286K +$77 +30 +0%
GB
781
Goepper Burkhardt
South Carolina
$286K – – –
BWA
782
Beam Wealth Advisors
Louisiana
$285K +$58.5K +3,888 +26%
FC
783
Fusion Capital
South Carolina
$284K +$35.2K +2,340 +14%
MCP
784
Mirador Capital Partners
California
$284K +$9.57K +636 +3%
1IA
785
1834 Investment Advisors
Wisconsin
$283K +$283K +18,810 New
PK
786
Pflug Koory
Nebraska
$282K +$6.46K +429 +2%
JIC
787
Joel Isaacson & Co
New York
$282K – – –
HR
788
Howe & Rusling
New York
$282K +$31.7K +2,103 +13%
BOTW
789
Bank of the West
California
$281K – – –
FA
790
FC Advisory
Pennsylvania
$281K +$281K +18,654 New
C
791
CEDRUS
Colorado
$281K +$11.2K +741 +4%
CG
792
CFO4Life Group
Texas
$280K +$271 +18 +0.1%
C
793
CFO4Life
Texas
$280K +$280K +18,615 New
PCM
794
Parsons Capital Management
Rhode Island
$279K +$41.6K +2,766 +18%
OSAM
795
O'Shaughnessy Asset Management
Connecticut
$277K +$44.7K +2,967 +19%
BWP
796
Balboa Wealth Partners
Arizona
$274K -$8.99K -597 -3%
AL
797
ACAS LLC
California
$274K +$274K +18,216 New
CCM
798
Colorado Capital Management
Colorado
$274K -$2.07K -138 -0.7%
CSPIA
799
Cary Street Partners Investment Advisory
Virginia
$273K +$273K +18,138 New
HI
800
Hudock Inc
Pennsylvania
$273K +$587 +39 +0.2%
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