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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 %
PFG
976
Piershale Financial Group
Illinois
$18.1K +$18.1K +1,200 New
LCM
977
Logan Capital Management
Pennsylvania
$14.6K -$10.2K -678 -41%
JHCP
978
Jackson Hole Capital Partners
Oklahoma
$13.9K – – –
WAM
979
WFA Asset Management
Wisconsin
$13.6K +$90 +6 +0.7%
TRCT
980
Tower Research Capital (TRC)
New York
$13K +$9.67K +636 +290%
SVCP
981
Silicon Valley Capital Partners
California
$13K +$13K +861 New
CPFP
982
Clear Perspectives Financial Planning
Ohio
$12.6K +$12.6K +834 New
CI
983
Cordant Inc
Oregon
$11.5K – – –
PCTC
984
Perkins Coie Trust Company
Washington
$10.2K +$10.2K +681 New
DWMG
985
DB Wealth Management Group
California
$10.2K – – –
DAM
986
Delta Asset Management
Tennessee
$10.2K +$10.2K +675 New
CCC
987
Chelsea Counsel Company
California
$9.84K +$9.84K +654 New
GI
988
Gradient Investments
Minnesota
$9.29K -$676 -45 -7%
AWM
989
Aberdeen Wealth Management
Illinois
$9.03K – – –
HCM
990
Horrell Capital Management
Arkansas
$9K – – –
CSB
991
City State Bank
Iowa
$9K – – –
EWM
992
EPG Wealth Management
Georgia
$8.56K – – –
Citigroup
993
Citigroup
New York
$8.26K -$7.4K -492 -47%
AAG
994
Armstrong Advisory Group
Massachusetts
$7.72K +$7.72K +513 New
PP
995
Pacifica Partners
Canada
$6.76K -$90 -6 -1%
CFGS
996
Concourse Financial Group Securities
Alabama
$6.46K +$3.12K +207 +93%
EWM
997
Endurance Wealth Management
Rhode Island
$6K +$6K +375 New
SWA
998
SOA Wealth Advisors
New York
$5.24K – – –
MAWA
999
Moss Adams Wealth Advisors
Washington
$5.1K +$5.1K +339 New
KA
1000
Kozak & Associates
Colorado
$5K – – –
38 39
40
41 42