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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 %
MA
876
MKT Advisors
California
$202K +$202K +12,954 New
LI
877
Lafayette Investments
Maryland
$201K +$201K +13,374 New
Bessemer Group
878
Bessemer Group
New Jersey
$201K – – –
WAM
879
Worth Asset Management
Texas
$199K -$80.6K -5,358 -29%
TIA
880
Tiemann Investment Advisors
California
$197K +$197K +13,110 New
CT
881
Cambridge Trust
Massachusetts
$197K -$43.5K -2,892 -18%
SPIA
882
Steward Partners Investment Advisory
New York
$196K -$25.5K -1,692 -11%
PIP
883
Peachtree Investment Partners
Florida
$195K -$8.58K -570 -4%
M
884
MOTCO
Texas
$194K – – –
HNB
885
Huntington National Bank
Ohio
$192K -$200K – –
CT
886
Clearstead Trust
Maine
$191K – – –
FIM
887
FWL Investment Management
Texas
$189K +$189K +12,555 New
TWM
888
Tradition Wealth Management
Minnesota
$188K +$451 +30 +0.2%
IWP
889
IAG Wealth Partners
Wisconsin
$181K +$50.3K +3,342 +38%
MIM
890
Macroview Investment Management
Maryland
$180K +$10.1K +672 +6%
DPI
891
Diversified Portfolios Inc
Michigan
$178K +$20.7K +1,377 +13%
HCP
892
Hexagon Capital Partners
Arkansas
$171K +$60K +3,987 +54%
GBT
893
Grove Bank & Trust
Florida
$165K +$165K +10,974 New
WWM
894
Wagner Wealth Management
South Carolina
$154K +$5.1K +339 +3%
BCMLT
895
Beacon Capital Management LLC (Tennessee)
Tennessee
$149K +$7.9K +525 +6%
GWM
896
Geneos Wealth Management
Colorado
$149K -$26.5K -1,758 -15%
PG
897
Proffitt & Goodson
Tennessee
$145K – – –
RF
898
Robbins Farley
New Hampshire
$138K -$30K -1,995 -18%
NG
899
NWK Group
California
$138K +$226 +15 +0.2%
SWM
900
Sugarloaf Wealth Management
Georgia
$133K – – –
34 35
36
37 38