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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 %
BAM
826
Bellevue Asset Management
Washington
$246K – – –
BBA
827
Braun-Bostich & Associates
Pennsylvania
$245K +$11.6K +768 +5%
PAM
828
Private Asset Management
California
$245K -$96.1K -6,390 -28%
VBWMG
829
Von Berge Wealth Management Group
California
$245K – – –
SAA
830
Southeast Asset Advisors
Georgia
$243K – – –
SWM
831
Spire Wealth Management
Virginia
$243K +$1.27K +84 +0.5%
OAM
832
Oppenheimer Asset Management
New York
$242K +$677 +45 +0.3%
DADC
833
D.A. Davidson & Co
Montana
$240K -$75.1K -4,989 -24%
SWM
834
Seaside Wealth Management
California
$239K – – –
CTC
835
Central Trust Company
Missouri
$238K -$33.1K -2,196 -12%
SS
836
Sound Stewardship
Kansas
$237K +$237K +15,747 New
OL
837
Owen LaRue
Kentucky
$236K +$236K +15,639 New
PFA
838
Pathway Financial Advisors
Vermont
$235K – – –
RIS
839
Retirement Income Solutions
Michigan
$235K – – –
EFM
840
Eley Financial Management
Vermont
$235K +$235K +15,588 New
CPA
841
Cardiff Park Advisors
California
$234K +$948 +63 +0.4%
FWM
842
Fortress Wealth Management
California
$234K – – –
Fisher Asset Management
843
Fisher Asset Management
Washington
$233K -$8.04K -534 -3%
SWA
844
Stratos Wealth Advisors
Ohio
$233K +$993 +66 +0.4%
WCA
845
Waypoint Capital Advisors
Minnesota
$232K +$722 +48 +0.3%
WA
846
Wealth Architects
California
$231K +$231K +15,375 New
CFD
847
Creative Financial Designs
Indiana
$228K +$45.2K +3,000 +25%
FLA
848
Financial Life Advisors
Texas
$226K – – –
AW
849
Avion Wealth
Texas
$225K – – –
BHWM
850
Beaird Harris Wealth Management
Texas
$222K +$179K +11,862 +407%
32 33
34
35 36