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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 %
CCM
926
Covington Capital Management
California
$7K – – –
BEI
927
Benjamin Edwards Inc
Missouri
$6K +$6K +426 New
EC
928
EdgeRock Capital
Colorado
$5K +$5K +378 New
FFA
929
Fairfield Financial Advisors
Massachusetts
$4.4K +$42 +3 +1%
ODG
930
O'Dell Group
Ohio
$4K -$2.76K -219 -41%
PFA
931
Professional Financial Advisors
Nebraska
$4K – – –
KFI
932
Key Financial Inc
Pennsylvania
$4K – – –
SWA
933
SOA Wealth Advisors
New York
$4K – – –
BCM
934
Bourgeon Capital Management
Connecticut
$4K – – –
KA
935
Kozak & Associates
Colorado
$4K – – –
DTIM
936
Danda Trouve Investment Management
Kansas
$4K +$4K +261 New
Bank of Montreal
937
Bank of Montreal
Ontario, Canada
$3.25K +$44 +2,856 +1%
CFGS
938
Concourse Financial Group Securities
Alabama
$3K -$42.3K -3,129 -93%
TC
939
Truvestments Capital
Florida
$3K – – –
OAJ
940
Ogorek Anthony Joseph
New York
$3K – – –
MA
941
Montag & Associates
Georgia
$3K – – –
HDIM
942
Hanson & Doremus Investment Management
Vermont
$3K – – –
TRCT
943
Tower Research Capital (TRC)
New York
$3K +$3K +219 New
RIA
944
Realta Investment Advisors
Delaware
$3K +$3K +240 New
ACA
945
Atlas Capital Advisors
Wyoming
$2.8K – – –
GFPC
946
Global Financial Private Client
Florida
$2.78K – – –
FWM
947
Focused Wealth Management
New York
$2K – – –
MFC
948
Mechanics Financial Corp
Ohio
$2K – – –
CMA
949
Cedar Mountain Advisors
Oregon
$2K +$44 +3 +2%
HGERS
950
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +174 New
36 37
38
39 40