SCHX icon

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
1
HBK Sorce Advisory
Pennsylvania
$789M
2
Creative Planning
2
Creative Planning
Kansas
$1.38B
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.33B
4
Charles Schwab
4
Charles Schwab
California
$1.88B
5
CAM
5
Cresset Asset Management
Illinois
$106M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$175M
2
ML
2
McAdam LLC
Pennsylvania
$134M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.32B
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$686K
5
AWS
5
AJ Wealth Strategies
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
76
Appleton Partners
Massachusetts
$29.7M +$355K +23,592 +1%
PFM
77
Parsec Financial Management
North Carolina
$28.6M +$568K +37,728 +2%
AFS
78
Access Financial Services
Minnesota
$28.3M +$1.55M +103,314 +6%
MI
79
Moneywise Inc
Virginia
$27.5M -$1.53M -101,469 -5%
SC
80
Savant Capital
Illinois
$26.5M -$13.6M -901,116 -34%
KBFS
81
Kohmann Bosshard Financial Services
Ohio
$26.4M -$2.62M -174,174 -9%
CWM
82
Congress Wealth Management
Massachusetts
$26.3M -$1.07M -71,172 -4%
FMP
83
Financial Management Professionals
Texas
$26M -$13.4M -891,621 -34%
SFMG
84
Sage Financial Management Group
Virginia
$25.7M +$3M +199,668 +13%
AAMA
85
Advanced Asset Management Advisors
Ohio
$25.4M – – –
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$24.9M +$24.7M +1,639,929 +9,697%
NC
87
NewSquare Capital
Pennsylvania
$24.9M +$1.06M +70,662 +4%
RA
88
Rational Advisors
New York
$24.5M -$3.21M -213,396 -12%
MTC
89
Matrix Trust Company
Colorado
$24.4M -$154K -10,242 -0.6%
RWP
90
Revolve Wealth Partners
New Jersey
$24.3M -$724K -48,096 -3%
Wells Fargo
91
Wells Fargo
California
$24.2M +$7.63M +506,997 +46%
BA
92
Ballast Advisors
Minnesota
$23M -$118K -7,827 -0.5%
D
93
Diversified
Delaware
$22.8M +$1.88M +124,713 +9%
BCI
94
Brinker Capital Investments
Pennsylvania
$22.6M -$449K -29,856 -2%
HI
95
Harbour Investments
Wisconsin
$22.5M +$7.92M +526,068 +54%
VAS
96
Valicenti Advisory Services
New York
$22.3M +$245K +16,287 +1%
MFGP
97
Marshall Financial Group (Pennsylvania)
Pennsylvania
$21.9M +$278K +18,504 +1%
MF
98
Manchester Financial
California
$21.8M -$18.5K -1,230 -0.1%
FFN
99
Focus Financial Network
Minnesota
$21.6M -$123K -8,196 -0.6%
DB
100
Dravo Bay
Delaware
$21.6M +$652K +43,302 +3%
2 3
4
5 6