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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 %
ASI
851
Advisory Services & Investments
Oregon
$221K -$16.7K -1,107 -7%
MAG
852
Mayfair Advisory Group
Alabama
$221K +$4.08K +267 +2%
RF
853
Rollins Financial
Georgia
$220K +$220K +14,643 New
WPA
854
West Paces Advisors
Georgia
$219K – – –
RPG
855
Resource Planning Group
Georgia
$217K +$316 +21 +0.1%
KPWS
856
Kestra Private Wealth Services
Texas
$215K +$1.45K +96 +0.7%
WW
857
Westshore Wealth
California
$215K +$948 +63 +0.4%
AG
858
Advocate Group
Minnesota
$213K +$213K +14,184 New
SIMM
859
Stillwater Investment Management (Minnesota)
Minnesota
$212K +$212K +14,115 New
PP
860
Patten & Patten
Tennessee
$212K -$90.4K -6,000 -30%
IF
861
Intrua Financial
Texas
$212K -$105K -6,825 -33%
AAM
862
Austin Asset Management
Texas
$212K – – –
CA
863
CapWealth Advisors
Tennessee
$211K +$211K +14,040 New
TC
864
Titleist Capital
Texas
$210K -$53.5K -3,555 -20%
SOS
865
Silver Oak Securities
Tennessee
$209K -$155K -10,347 -43%
RCA
866
Reitz Capital Advisors
Michigan
$209K +$209K +13,860 New
MA
867
Montag & Associates
Georgia
$208K +$204K +13,584 +5,958%
SIA
868
SeaBridge Investment Advisors
New Jersey
$208K +$208K +13,800 New
AAM
869
Ameraudi Asset Management
New York
$207K +$207K +13,764 New
CAG
870
Curtis Advisory Group
California
$207K +$207K +13,734 New
BTWM
871
Baker Tilly Wealth Management
Wisconsin
$206K +$206K +13,710 New
EAM
872
Empirical Asset Management
Massachusetts
$206K +$206K +13,668 New
RW
873
Reframe Wealth
Virginia
$204K +$204K +13,584 New
CDIA
874
Capital Directions Investment Advisors
Georgia
$204K +$204K +13,584 New
BSI
875
Bennett Selby Investments
Maine
$202K +$202K +13,413 New
33 34
35
36 37