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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 %
ME
951
McIlrath & Eck
Washington
$36.8K – – –
TFM
952
TFC Financial Management
Massachusetts
$36.6K -$9.52K -633 -21%
CWC
953
Carolinas Wealth Consulting
North Carolina
$35.2K – – –
TAM
954
Tucker Asset Management
Colorado
$35K +$25.9K +1,719 +285%
PGAM
955
Princeton Global Asset Management
New Jersey
$34K +$15K +999 +79%
National Bank of Canada
956
National Bank of Canada
Quebec, Canada
$33.8K – – –
EE
957
EWG Elevate
California
$32.9K +$32.9K +2,184 New
SCA
958
Stonebridge Capital Advisors
Minnesota
$31.8K +$31.8K +2,112 New
FP
959
Financial Perspectives
Minnesota
$31.6K – – –
BWP
960
Baldwin Wealth Partners
Massachusetts
$31.5K – – –
VCM
961
Versant Capital Management
Arizona
$31.4K – – –
CIA
962
Choate Investment Advisors
Massachusetts
$31.2K – – –
TCWA
963
Ten Capital Wealth Advisors
Washington
$30.9K +$22.2K +1,476 +256%
SIC
964
SJS Investment Consulting
Ohio
$29.2K – – –
JFGIW
965
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.1K – – –
AA
966
Atmos Advisory
Pennsylvania
$27K -$768 -51 -3%
MRCM
967
M&R Capital Management
New Jersey
$25.3K +$12.2K +810 +93%
RAG
968
RIA Advisory Group
Iowa
$25.3K +$25.3K +75,837 New
HWM
969
HighMark Wealth Management
Minnesota
$25.2K +$90 +6 +0.4%
ARS
970
Adirondack Retirement Specialists
New York
$24.7K +$24.7K +1,638 New
TF
971
TimeScale Financial
Massachusetts
$24K +$42 +3 +0.2%
PO
972
Private Ocean
California
$23.1K +$23.1K +1,536 New
MWM
973
Mascoma Wealth Management
New Hampshire
$22.5K +$22.5K +1,494 New
CA
974
Corrado Advisors
New Jersey
$20.5K +$20.5K +1,362 New
GFWA
975
Grey Fox Wealth Advisors
Delaware
$18.1K +$18.1K +1,200 New
37 38
39
40 41