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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 %
QCG
1001
Quadrant Capital Group
Ohio
$4.88K -$297K -19,716 -98%
FFA
1002
Fairfield Financial Advisors
Massachusetts
$4.71K – – –
CWP
1003
Concord Wealth Partners
Virginia
$4.21K +$4.21K +279 New
BCM
1004
Bourgeon Capital Management
Connecticut
$4.06K – – –
HDIM
1005
Hanson & Doremus Investment Management
Vermont
$4K – – –
TF
1006
Tompkins Financial
New York
$4K +$4K +237 New
KFI
1007
Key Financial Inc
Pennsylvania
$3.81K – – –
JFA
1008
JNBA Financial Advisors
Minnesota
$3.79K -$19.6K -1,302 -84%
RIA
1009
Realta Investment Advisors
Delaware
$3.61K – – –
AAP
1010
Arax Advisory Partners
Colorado
$3.48K -$8.08K -537 -70%
TCA
1011
Trifecta Capital Advisors
Illinois
$3.34K +$3.34K +222 New
FCAS
1012
First Command Advisory Services
Texas
$3K -$5.32K -1,341 -64%
OAJ
1013
Ogorek Anthony Joseph
New York
$3K -$324 -24 -10%
AA
1014
Addison Advisors
Vermont
$2.98K +$2.98K +198 New
ACA
1015
Atlas Capital Advisors
Wyoming
$2.98K – – –
GFPC
1016
Global Financial Private Client
Florida
$2.89K – – –
AFG
1017
Albion Financial Group
Utah
$2.67K +$2.67K +177 New
FWM
1018
Focused Wealth Management
New York
$2.62K – – –
FCAG
1019
First Capital Advisors Group
New Jersey
$2.61K – – –
BA
1020
Bellwether Advisors
Nebraska
$2.08K – – –
RWPA
1021
Richard W. Paul & Associates
Michigan
$1.92K +$1.92K +129 New
BLC
1022
Brown, Lisle/Cummings
Rhode Island
$1.76K – – –
RBC
1023
Romano Brothers & Co
Illinois
$1.63K +$1.63K +108 New
GEA
1024
Glen Eagle Advisors
New Jersey
$1.28K – – –
RCM
1025
Raleigh Capital Management
North Carolina
$1.21K – – –
39 40
41
42 43