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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 %
RF
826
Robbins Farley
New Hampshire
$158K +$6.16K +435 +4%
DPI
827
Diversified Portfolios Inc
Michigan
$148K +$148K +10,476 New
BCMLT
828
Beacon Capital Management LLC (Tennessee)
Tennessee
$140K – – –
WWM
829
Wagner Wealth Management
South Carolina
$140K +$1.31K +93 +0.9%
PG
830
Proffitt & Goodson
Tennessee
$136K – – –
NG
831
NWK Group
California
$129K +$382 +27 +0.3%
GT
832
Glenmede Trust
Pennsylvania
$128K +$128K +9,069 New
SWM
833
Sugarloaf Wealth Management
Georgia
$125K – – –
IWP
834
IAG Wealth Partners
Wisconsin
$123K – – –
PWMG
835
Prestige Wealth Management Group
New Jersey
$118K -$10.3K -726 -8%
GWSG
836
GPS Wealth Strategies Group
Colorado
$111K +$85 +6 +0.1%
Fifth Third Bancorp
837
Fifth Third Bancorp
Ohio
$108K -$28.6K -2,034 -21%
CF
838
Centaurus Financial
California
$107K -$45.8K -3,231 -30%
HCP
839
Hexagon Capital Partners
Arkansas
$104K +$5.35K +378 +5%
AWM
840
Accel Wealth Management
Iowa
$103K – – –
UB
841
UMB Bank
Missouri
$102K – – –
KTC
842
Kistler-Tiffany Companies
Pennsylvania
$101K +$6.08K +429 +6%
RP
843
Rice Partnership
Hawaii
$99K – – –
AC
844
AlphaCore Capital
California
$98K -$16.5K -1,173 -14%
LC
845
Lindbrook Capital
California
$98K +$1.87K +132 +2%
MCC
846
Money Concepts Capital
Florida
$97K -$146K -10,314 -60%
SIS
847
Sound Income Strategies
Florida
$96K – – –
LWA
848
Lowe Wealth Advisors
Maryland
$93K – – –
CWM
849
Cedar Wealth Management
California
$93K +$71.3K +5,025 +328%
LFA
850
Level Financial Advisors
New York
$92K -$3.09K -219 -3%
32 33
34
35 36