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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 %
HGERS
951
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +174 New
BLC
952
Brown, Lisle/Cummings
Rhode Island
$1.65K +$1.65K +117 New
GEA
953
Glen Eagle Advisors
New Jersey
$1.2K – – –
SWM
954
Selective Wealth Management
Virginia
$1K – – –
PP
955
PrairieView Partners
Minnesota
$1K – – –
CFFP
956
Center for Financial Planning
Michigan
$1K – – –
BA
957
Bellwether Advisors
Nebraska
$1K – – –
RCM
958
Raleigh Capital Management
North Carolina
$1K – – –
WIM
959
Westside Investment Management
California
$6 – – –
OAM
960
Oak Asset Management
California
– -$32.6M -2,193,081 Closed
AIP
961
Almanack Investment Partners
Pennsylvania
– -$30.7M -2,062,503 Closed
SFG
962
SNS Financial Group
Minnesota
– -$16.7M -1,121,601 Closed
SWIG
963
Strategic Wealth Investment Group
Kentucky
– -$4.56M -306,363 Closed
E
964
Ergoteles
New York
– -$2.92M -196,386 Closed
Susquehanna International Group
965
Susquehanna International Group
Pennsylvania
– -$2.3M -154,329 Closed
CCWA
966
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.79M -120,504 Closed
GB
967
Gunma Bank
Japan
– -$1.79M -120,000 Closed
RBA
968
Richard Bernstein Advisors
New York
– -$1.31M -88,041 Closed
WIM
969
Warwick Investment Management
Texas
– -$1.03M -69,366 Closed
AWE
970
Avidian Wealth Enterprises
Texas
– -$546K -36,672 Closed
PFA
971
Pinnacle Family Advisors
Missouri
– -$498K -33,435 Closed
OCM
972
Orser Capital Management
Texas
– -$424K -28,482 Closed
GF
973
Gries Financial
Ohio
– -$407K -27,366 Closed
AA
974
Advisory Alpha
Michigan
– -$392K -26,325 Closed
ARC
975
Advisor Resource Council
Texas
– -$378K -25,356 Closed
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39
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