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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 %
LB
851
Legacy Bridge
Iowa
$92K – – –
POIA
852
Pin Oak Investment Advisors
Texas
$85K – – –
PFP
853
Pinnacle Financial Partners
Tennessee
$85K – – –
SC
854
Stephens Consulting
Michigan
$84.5K +$84.5K +5,985 New
LFA
855
Legend Financial Advisors
Pennsylvania
$80.5K +$80.5K +5,703 New
BWA
856
BDO Wealth Advisors
Florida
$77K +$127 +9 +0.2%
SIM
857
Studio Investment Management
Illinois
$76.4K -$2.25K -159 -3%
Deutsche Bank
858
Deutsche Bank
Germany
$75K – – –
EWA
859
EverSource Wealth Advisors
Alabama
$74K +$72.1K +5,106 +3,700%
TFGT
860
TS Financial Group (TSFG)
Illinois
$69K +$29.1K +2,049 +73%
BWM
861
Baystate Wealth Management
Massachusetts
$62K +$85 +6 +0.1%
First Manhattan
862
First Manhattan
New York
$59K +$52.3K +3,732 +778%
GWM
863
Guardian Wealth Management
Illinois
$50K -$717 -51 -1%
KSWA
864
Kathleen S. Wright Associates
Pennsylvania
$50K +$40.8K +2,895 +445%
LPP
865
Life Planning Partners
Florida
$45.3K – – –
CAL
866
Capital Analysts LLC
Pennsylvania
$45K +$45K +3,222 New
BWL
867
Bogart Wealth LLC
Virginia
$44K +$169 +12 +0.4%
TFM
868
TFC Financial Management
Massachusetts
$43K – – –
ST
869
Smithfield Trust
Pennsylvania
$43K – – –
NFSG
870
Newbridge Financial Services Group
Florida
$42K -$3.27K -234 -7%
HF
871
Halpern Financial
Virginia
$41.8K – – –
BHWM
872
Beaird Harris Wealth Management
Texas
$41K – – –
GWS
873
Glassman Wealth Services
Virginia
$40K – – –
AWM
874
Angeles Wealth Management
California
$40K – – –
BFEC
875
Benjamin F. Edwards & Company
Missouri
$39K +$126 +9 +0.3%
33 34
35
36 37