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Schwab US Large- Cap ETF
SCHX

1,035 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, 406 increasing their positions, 351 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $641K

220% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 46

16% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 351

9% more capital invested

Capital invested by funds: $18.5B → $20.2B (+$1.7B)

8% more funds holding

Funds holding: 959 → 1,035 (+76)

2.42% more ownership

Funds ownership: 203.98% → 206.4% (+2.4%)

4% less funds holding in top 10

Funds holding in top 10: 170 → 164 (-6)

Holders
1,035
Holders Change
+76
Holders Change %
+7.92%
% of All Funds
16.64%
Holding in Top 10
164
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.53%
% of All Funds
2.64%
New
147
Increased
406
Reduced
351
Closed
46
Calls
$3.14M
Puts
$641K
Net Calls
+$2.5M
Net Calls Change
-$1.67M

Top Buyers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
+$420M
2
Creative Planning
Creative Planning
Kansas
+$280M
3
CSIA
Charles Schwab Investment Advisory
California
+$92.7M
4
Charles Schwab
Charles Schwab
California
+$87.7M
5
CAM
Cresset Asset Management
Illinois
+$57M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$171M
2
SEI Investments
SEI Investments
Pennsylvania
-$67.2M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$60.7M
4
ML
McAdam LLC
Pennsylvania
-$57.2M
5
AWS
AJ Wealth Strategies
New York
-$51.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
826
Clark Capital Management Group
Pennsylvania
$247K – – –
FMII
827
Farmers & Merchants Investments Inc
Nebraska
$246K – – –
BAM
828
Bellevue Asset Management
Washington
$246K – – –
BBA
829
Braun-Bostich & Associates
Pennsylvania
$245K +$11.6K +768 +5%
PAM
830
Private Asset Management
California
$245K -$96.7K -6,390 -28%
VBWMG
831
Von Berge Wealth Management Group
California
$245K – – –
SAA
832
Southeast Asset Advisors
Georgia
$243K – – –
SWM
833
Spire Wealth Management
Virginia
$243K +$1.27K +84 +0.5%
OAM
834
Oppenheimer Asset Management
New York
$242K +$681 +45 +0.3%
DADC
835
D.A. Davidson & Co
Montana
$240K -$75.5K -4,989 -24%
SWM
836
Seaside Wealth Management
California
$239K – – –
CTC
837
Central Trust Company
Missouri
$238K -$33.2K -2,196 -12%
SS
838
Sound Stewardship
Kansas
$237K +$238K +15,747 New
OL
839
Owen LaRue
Kentucky
$236K +$237K +15,639 New
PFA
840
Pathway Financial Advisors
Vermont
$235K – – –
RIS
841
Retirement Income Solutions
Michigan
$235K – – –
EFM
842
Eley Financial Management
Vermont
$235K +$236K +15,588 New
CPA
843
Cardiff Park Advisors
California
$234K +$954 +63 +0.4%
FWM
844
Fortress Wealth Management
California
$234K – – –
Fisher Asset Management
845
Fisher Asset Management
Washington
$233K -$8.08K -534 -3%
SWA
846
Stratos Wealth Advisors
Ohio
$233K +$999 +66 +0.4%
WCA
847
Waypoint Capital Advisors
Minnesota
$232K +$727 +48 +0.3%
WA
848
Wealth Architects
California
$231K +$233K +15,375 New
CFD
849
Creative Financial Designs
Indiana
$228K +$45.4K +3,000 +25%
FLA
850
Financial Life Advisors
Texas
$226K – – –
32 33
34
35 36

SCHX Hedge Fund Activity: Q4 2022 in Review

1,035 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2022, worth a combined $20.2B — up 9.2% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SCHX positions and 46 closed out — a net gain of 101 holders — while 406 added to existing stakes and 351 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $420M. The largest seller was Janus Henderson Group, cutting an estimated $171M.

  • 1,035 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2022, up from 959 in Q3 2022.
  • Funds reported $20.2B of Schwab US Large- Cap ETF stock for Q4 2022, up 9.2% quarter-over-quarter.
  • 147 funds opened new Schwab US Large- Cap ETF positions in Q4 2022 and 46 closed out, a net change of +101 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q4 2022 was HBK Sorce Advisory, an estimated $420M added.
  • The largest Schwab US Large- Cap ETF seller in Q4 2022 was Janus Henderson Group, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2022.