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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 %
RA
76
Rational Advisors
New York
$26M -$1.08M -76,653 -4%
CF
77
Cantor Fitzgerald
New York
$25.8M +$13.3M +943,026 +107%
CWM
78
Congress Wealth Management
Massachusetts
$25.7M +$237K +16,785 +0.9%
AFS
79
Access Financial Services
Minnesota
$25.1M +$1.65M +117,021 +7%
IWC
80
Integrated Wealth Concepts
Massachusetts
$25M +$1.74M +122,934 +7%
AA
81
Ashford Advisors
New York
$24.7M – – –
BHB
82
Bank Hapoalim BM
Israel
$24.4M – – –
AA
83
Ancora Advisors
Ohio
$23.9M -$858K -60,771 -3%
AAMA
84
Advanced Asset Management Advisors
Ohio
$23.9M – – –
NRI
85
NFP Retirement Inc
California
$23.7M -$2.65M -187,971 -10%
RWP
86
Revolve Wealth Partners
New Jersey
$23.4M +$767K +54,300 +3%
MTC
87
Matrix Trust Company
Colorado
$23M -$194K -13,731 -0.8%
NC
88
NewSquare Capital
Pennsylvania
$22.3M +$84.6K +5,991 +0.4%
BA
89
Ballast Advisors
Minnesota
$21.7M +$687K +48,684 +3%
BCI
90
Brinker Capital Investments
Pennsylvania
$21.6M -$164K -11,634 -0.8%
SFMG
91
Sage Financial Management Group
Virginia
$21.3M -$2.64M -186,900 -11%
NFG
92
Northeast Financial Group
Pennsylvania
$20.7M +$499K +35,373 +2%
VAS
93
Valicenti Advisory Services
New York
$20.7M -$475K -33,636 -2%
MF
94
Manchester Financial
California
$20.4M +$254K +17,997 +1%
FFN
95
Focus Financial Network
Minnesota
$20.4M +$36K +2,547 +0.2%
MFGP
96
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.3M +$146K +10,311 +0.7%
SWA
97
Sutton Wealth Advisors
Florida
$20.1M -$13K -918 -0.1%
RCIM
98
Red Cedar Investment Management
Michigan
$19.8M +$88K +6,237 +0.4%
DB
99
Dravo Bay
Delaware
$19.7M +$171K +12,108 +0.9%
D
100
Diversified
Delaware
$19.7M +$3.21M +227,310 +20%
2 3
4
5 6