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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 %
MCC
901
Money Concepts Capital
Florida
$127K +$23.8K +1,584 +23%
PWMG
902
Prestige Wealth Management Group
New Jersey
$126K – – –
GT
903
Glenmede Trust
Pennsylvania
$121K -$15.4K -1,020 -11%
CWM
904
Cedar Wealth Management
California
$120K +$21.1K +1,404 +21%
SIS
905
Sound Income Strategies
Florida
$118K +$16.1K +1,071 +16%
Fifth Third Bancorp
906
Fifth Third Bancorp
Ohio
$115K – – –
UB
907
UMB Bank
Missouri
$108K – – –
HS
908
Horan Securities
United States
$105K +$91.7K +6,090 +700%
AC
909
AlphaCore Capital
California
$105K – – –
CA
910
CoreCap Advisors
Michigan
$105K +$105K +6,957 New
LC
911
Lindbrook Capital
California
$105K +$452 +30 +0.4%
AWM
912
Accel Wealth Management
Iowa
$104K – – –
FA
913
Fiduciary Alliance
South Carolina
$103K +$103K +6,855 New
ACP
914
Arcus Capital Partners
Georgia
$102K +$102K +6,810 New
HPC
915
HM Payson & Co
Maine
$101K -$175K -11,658 -64%
LWA
916
Lowe Wealth Advisors
Maryland
$98.8K – – –
LB
917
Legacy Bridge
Iowa
$98.4K – – –
PFP
918
Pinnacle Financial Partners
Tennessee
$90.3K – – –
SC
919
Stephens Consulting
Michigan
$90.1K – – –
POIA
920
Pin Oak Investment Advisors
Texas
$90K – – –
BWL
921
Bogart Wealth LLC
Virginia
$88.6K +$41.5K +2,760 +88%
GJIA
922
Glass Jacobson Investment Advisors
Maryland
$87.2K +$87.2K +5,796 New
LFA
923
Legend Financial Advisors
Pennsylvania
$85.9K +$45 +3 +0.1%
RG
924
Retirement Group
California
$85K +$53.4K +3,567 +169%
BWA
925
BDO Wealth Advisors
Florida
$82.1K +$135 +9 +0.2%
35 36
37
38 39