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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 %
WCM
801
Weik Capital Management
Pennsylvania
$272K -$5.65K -375 -2%
PTB
802
Pioneer Trust Bank
Oregon
$271K +$271K +18,000 New
TP
803
Tranquility Partners
Tennessee
$268K – – –
WIP
804
WealthCare Investment Partners
Rhode Island
$268K +$268K +17,808 New
RW
805
Regimen Wealth
Georgia
$267K +$267K +17,727 New
CF
806
Centaurus Financial
California
$266K +$152K +10,119 +134%
ABC
807
Associated Banc-Corp
Wisconsin
$263K – – –
HCMT
808
Highland Capital Management (Tennessee)
Tennessee
$262K – – –
MCA
809
MSH Capital Advisors
Arizona
$260K -$46.2K -3,069 -15%
RLWM
810
RF&L Wealth Management
Massachusetts
$260K +$260K +17,280 New
H
811
HoyleCohen
California
$259K – – –
RWA
812
Redhawk Wealth Advisors
Minnesota
$258K +$587 +39 +0.2%
PFA
813
Pinnacle Family Advisors
Missouri
$256K +$256K +17,013 New
CIAS
814
Capital Investment Advisory Services
North Carolina
$256K -$5.24K -348 -2%
ACM
815
Advance Capital Management
Michigan
$255K +$2.26K +150 +0.9%
RCA
816
Riverview Capital Advisers
Massachusetts
$255K +$993 +66 +0.4%
MBTD
817
Mechanics Bank - Trust Department
California
$254K -$154K -10,212 -38%
HIM
818
Harbour Investment Management
Washington
$254K – – –
NFC
819
Northeast Financial Consultants
Connecticut
$253K – – –
VIA
820
Vident Investment Advisory
Georgia
$252K +$252K +16,761 New
RIM
821
Regent Investment Management
Kentucky
$252K -$33.4K -2,220 -12%
SHWM
822
Silicon Hills Wealth Management
Texas
$249K -$14.3K -948 -5%
RPA
823
Rock Point Advisors
Vermont
$249K -$8.25K -549 -3%
CCMG
824
Clark Capital Management Group
Pennsylvania
$247K – – –
FMII
825
Farmers & Merchants Investments Inc
Nebraska
$246K – – –
31 32
33
34 35