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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 %
FF
876
FourThought Financial
Florida
$37K – – –
CIM
877
Contravisory Investment Management
Massachusetts
$35K -$1.92K -135 -5%
ME
878
McIlrath & Eck
Washington
$35K – – –
National Bank of Canada
879
National Bank of Canada
Quebec, Canada
$34K +$17K +1,068 +100%
GG
880
Gleason Group
Kentucky
$33K -$1.35K -96 -4%
CWC
881
Carolinas Wealth Consulting
North Carolina
$33K – – –
HBW
882
Hazlett, Burt & Watson
West Virginia
$32K +$3.84K +270 +14%
WFA
883
Wipfli Financial Advisors
Wisconsin
$31K +$31K +2,178 New
RG
884
Retirement Group
California
$30K -$331K -23,250 -92%
BWP
885
Baldwin Wealth Partners
Massachusetts
$30K – – –
FP
886
Financial Perspectives
Minnesota
$29.6K – – –
VCM
887
Versant Capital Management
Arizona
$29K – – –
CIA
888
Choate Investment Advisors
Massachusetts
$29K – – –
SIC
889
SJS Investment Consulting
Ohio
$27K +$27K +1,938 New
AA
890
Atmos Advisory
Pennsylvania
$26K -$2.5K -177 -9%
JFGIW
891
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K +$26K +1,866 New
TF
892
TimeScale Financial
Massachusetts
$24K -$42 -3 -0.2%
LCM
893
Logan Capital Management
Pennsylvania
$23K -$11.1K -795 -33%
HWM
894
HighMark Wealth Management
Minnesota
$23K +$124 +9 +0.5%
JFA
895
JNBA Financial Advisors
Minnesota
$22K -$2.38K -168 -10%
APW
896
Acima Private Wealth
Virginia
$18.9K – – –
SAM
897
Strategic Asset Management
Minnesota
$18K -$4.22K -300 -19%
WT
898
Washington Trust
Rhode Island
$18K -$1.01K -72 -5%
PGAM
899
Princeton Global Asset Management
New Jersey
$18K +$86 +6 +0.5%
GA
900
GoalVest Advisory
New York
$16K -$25.5K -1,770 -61%
34 35
36
37 38