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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 %
LHEI
976
Leo H. Evart Inc
California
– -$333K -22,368 Closed
GGI
977
Godsey & Gibb Inc
Virginia
– -$325K -21,819 Closed
SGK
978
Steigerwald Gordon & Koch
Virginia
– -$298K -20,028 Closed
ACM
979
AlphaStar Capital Management
North Carolina
– -$274K -18,399 Closed
Millennium Management
980
Millennium Management
New York
– -$266K -17,883 Closed
RCA
981
Reitz Capital Advisors
Michigan
– -$263K -17,694 Closed
WPW
982
Warther Private Wealth
Ohio
– -$260K -17,262 Closed
GBT
983
Grove Bank & Trust
Florida
– -$255K -17,118 Closed
ESB
984
Essex Savings Bank
Connecticut
– -$254K -17,043 Closed
VIA
985
Vident Investment Advisory
Georgia
– -$250K -16,788 Closed
KA
986
Klingman & Associates
New York
– -$249K -16,737 Closed
GA
987
Gateway Advisory
New Jersey
– -$242K -16,269 Closed
HIC
988
Hartline Investment Corp
Illinois
– -$485K -16,002 Closed
LW
989
Linscomb Wealth
Texas
– -$231K -15,525 Closed
DIA
990
Dana Investment Advisors
Wisconsin
– -$231K -15,486 Closed
VCWA
991
Vanguard Capital Wealth Advisors
Colorado
– -$222K -14,934 Closed
LF
992
LifeSteps Financial
California
– -$221K -14,871 Closed
BSI
993
Bennett Selby Investments
Maine
– -$210K -14,133 Closed
CWA
994
Clarity Wealth Advisors
California
– -$208K -14,016 Closed
MG
995
McCutchen Group
Washington
– -$207K -13,902 Closed
SIMM
996
Stillwater Investment Management (Minnesota)
Minnesota
– -$206K -13,854 Closed
EAM
997
Empirical Asset Management
Massachusetts
– -$206K -13,806 Closed
CAG
998
Curtis Advisory Group
California
– -$204K -13,734 Closed
LGWM
999
Litman Gregory Wealth Management
California
– -$201K -13,521 Closed
TIA
1000
Tiemann Investment Advisors
California
– -$195K -13,110 Closed
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