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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 %
FLA
801
Financial Life Advisors
Texas
$212K – – –
AAM
802
Austin Asset Management
Texas
$212K +$891 +63 +0.4%
SPIA
803
Steward Partners Investment Advisory
New York
$208K +$5.97K +423 +3%
PFGIA
804
Patriot Financial Group Insurance Agency
Massachusetts
$206K -$594K -42,135 -74%
SSCA
805
South Shore Capital Advisors
Massachusetts
$206K – – –
WPA
806
West Paces Advisors
Georgia
$206K -$146K -10,377 -42%
MAG
807
Mayfair Advisory Group
Alabama
$205K -$88.7K -6,135 -30%
RPG
808
Resource Planning Group
Georgia
$203K +$6.61K +468 +3%
SIA
809
Strategic Investment Advisors
Michigan
$203K +$203K +14,373 New
WW
810
Westshore Wealth
California
$201K +$848 +60 +0.4%
KPWS
811
Kestra Private Wealth Services
Texas
$201K +$201K +14,208 New
HNB
812
Huntington National Bank
Ohio
$200K -$239K – –
FWIA
813
Fort Washington Investment Advisors
Ohio
$200K – – –
CDIA
814
Capital Directions Investment Advisors
Georgia
$192K -$202K -13,584 Closed
Qube Research & Technologies (QRT)
815
Qube Research & Technologies (QRT)
United Kingdom
$192K +$167K +11,793 +654%
PIP
816
Peachtree Investment Partners
Florida
$191K -$33.8K -2,397 -15%
Bessemer Group
817
Bessemer Group
New Jersey
$188K – – –
M
818
MOTCO
Texas
$182K – – –
MW
819
Milestone Wealth
New York
$182K – – –
CT
820
Clearstead Trust
Maine
$179K +$179K +12,678 New
TWM
821
Tradition Wealth Management
Minnesota
$176K -$22K -1,563 -11%
CFD
822
Creative Financial Designs
Indiana
$171K +$52.5K +3,723 +44%
ARIS
823
Advanced Research Investment Solutions
California
$169K – – –
GWM
824
Geneos Wealth Management
Colorado
$164K -$19K -1,347 -10%
MIM
825
Macroview Investment Management
Maryland
$159K +$13.3K +942 +9%
31 32
33
34 35