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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 %
PCA
901
Providence Capital Advisors
North Carolina
$16K +$16K +1,155 New
NDSI
902
Newman Dignan & Sheerar Inc
Rhode Island
$15.4K +$170 +12,021 +1%
Citigroup
903
Citigroup
New York
$15K -$4.58K -318 -23%
AWM
904
Atticus Wealth Management
Florida
$13K – – –
CAAS
905
Capital Asset Advisory Services
Michigan
$13K – – –
JHCP
906
Jackson Hole Capital Partners
Oklahoma
$13K – – –
WAM
907
WFA Asset Management
Wisconsin
$12.7K +$12.7K +897 New
HS
908
Horan Securities
United States
$12K – – –
MRCM
909
M&R Capital Management
New Jersey
$12K +$9.64K +699 +409%
AAP
910
Arax Advisory Partners
Colorado
$11K – – –
CI
911
Cordant Inc
Oregon
$11K +$11K +762 New
FCAS
912
First Command Advisory Services
Texas
$11K +$11K +2,097 New
DWMG
913
DB Wealth Management Group
California
$10K – – –
TAM
914
Tucker Asset Management
Colorado
$9.18K +$9.18K +603 New
HCM
915
Horrell Capital Management
Arkansas
$9K – – –
MAM
916
Marquette Asset Management
Minnesota
$9K – – –
GI
917
Gradient Investments
Minnesota
$9K – – –
EI
918
Ellevest Inc
New York
$9K +$4.11K +288 +84%
AWM
919
Aberdeen Wealth Management
Illinois
$8K – – –
LDFR
920
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
TCWA
921
Ten Capital Wealth Advisors
Washington
$8K – – –
CSB
922
City State Bank
Iowa
$8K – – –
HH
923
HWG Holdings
Texas
$8K +$8K +561 New
EWM
924
EPG Wealth Management
Georgia
$8K +$8K +567 New
PP
925
Pacifica Partners
Canada
$7K -$12.9K -840 -65%
35 36
37
38 39