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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 %
FFWM
1001
Future Financial Wealth Management
Ohio
– -$233K -13,002 Closed
CSPIA
1002
Cary Street Partners Investment Advisory
Virginia
– -$171K -11,514 Closed
AR
1003
Apeiron RIA
Texas
– -$1.61K -10,848 Closed
SIAP
1004
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$96K -6,462 Closed
BW
1005
Bison Wealth
Georgia
– -$91K -6,093 Closed
CA
1006
CoreCap Advisors
Michigan
– -$72K -4,854 Closed
HI
1007
Hoey Investments
Pennsylvania
– -$43K -2,904 Closed
CWP
1008
Concord Wealth Partners
Virginia
– -$34K -2,271 Closed
DI
1009
Disciplined Investments
Oklahoma
– -$27K -1,824 Closed
ACK
1010
Andrew C. Karlinski
– -$19K -1,275 Closed
PH
1011
Pinnacle Holdings
Oklahoma
– -$15.9K -1,071 Closed
MBFW
1012
Morton Brown Family Wealth
Pennsylvania
– -$14K -954 Closed
TCWM
1013
Total Clarity Wealth Management
Illinois
– -$13K -903 Closed
CCM
1014
Chilton Capital Management
Texas
– -$9K -618 Closed
SCA
1015
Stonebridge Capital Advisors
Minnesota
– -$6K -420 Closed
CI
1016
CX Institutional
Indiana
– -$4K -300 Closed
WT
1017
Whittier Trust
California
– -$2K -120 Closed
PFS
1018
Prospera Financial Services
Texas
– -$2K -108 Closed
NL
1019
NVWM LLC
Pennsylvania
– -$1K -84 Closed
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