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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
$789M
2
Creative Planning
Creative Planning
Kansas
$1.38B
3
CSIA
Charles Schwab Investment Advisory
California
$4.33B
4
Charles Schwab
Charles Schwab
California
$1.88B
5
CAM
Cresset Asset Management
Illinois
$106M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$175M
2
ML
McAdam LLC
Pennsylvania
$134M
3
SEI Investments
SEI Investments
Pennsylvania
$1.32B
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$686K
5
AWS
AJ Wealth Strategies
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
926
Studio Investment Management
Illinois
$82K +$587 +39 +0.7%
EWA
927
EverSource Wealth Advisors
Alabama
$78.9K – – –
LFA
928
Level Financial Advisors
New York
$78K -$20K -1,332 -20%
TFGT
929
TS Financial Group (TSFG)
Illinois
$73K +$180 +12 +0.2%
BWM
930
Baystate Wealth Management
Massachusetts
$66K +$136 +9 +0.2%
EI
931
Ellevest Inc
New York
$65.6K +$56.1K +3,729 +592%
AWM
932
Atticus Wealth Management
Florida
$63.7K +$50.3K +3,345 +377%
First Manhattan
933
First Manhattan
New York
$62.6K -$813 -54 -1%
Qube Research & Technologies (QRT)
934
Qube Research & Technologies (QRT)
United Kingdom
$62.4K -$142K -9,453 -70%
KSWA
935
Kathleen S. Wright Associates
Pennsylvania
$54K +$363 +24 +0.7%
CSWM
936
Cassady Schiller Wealth Management
Ohio
$53.9K +$53.9K +3,582 New
GWM
937
Guardian Wealth Management
Illinois
$53.6K +$135 +9 +0.3%
GWSA
938
Global Wealth Strategies & Associates
Colorado
$53.4K +$53.4K +3,549 New
CAL
939
Capital Analysts LLC
Pennsylvania
$49K +$227 +15 +0.5%
ST
940
Smithfield Trust
Pennsylvania
$46K – – –
HBW
941
Hazlett, Burt & Watson
West Virginia
$46K +$12.4K +828 +37%
NFSG
942
Newbridge Financial Services Group
Florida
$45.3K +$90 +6 +0.2%
FWA
943
Freedom Wealth Alliance
Wisconsin
$44.6K +$44.6K +2,964 New
GWS
944
Glassman Wealth Services
Virginia
$42.8K – – –
AWM
945
Angeles Wealth Management
California
$42.3K – – –
CIM
946
Contravisory Investment Management
Massachusetts
$42.2K +$5.1K +339 +14%
BFEC
947
Benjamin F. Edwards & Company
Missouri
$42K -$137 -9 -0.3%
WT
948
Washington Trust
Rhode Island
$40.9K +$21.4K +1,425 +110%
HF
949
Halpern Financial
Virginia
$40.6K -$3.97K -264 -9%
BL
950
Balentine LLC
Georgia
$40.5K +$40.5K +2,691 New
36 37
38
39 40