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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 %
HH
1026
HWG Holdings
Texas
$1K -$5.45K -474 -84%
PP
1027
PrairieView Partners
Minnesota
$1K +$222 +24 +29%
HT
1028
Headlands Technologies
Illinois
$1K +$1K +84 New
MFG
1029
Mendota Financial Group
Wisconsin
$993 +$993 +66 New
CFFP
1030
Center for Financial Planning
Michigan
$542 – – –
CT
1031
Colonial Trust
South Carolina
$317 +$317 +21 New
Deutsche Bank
1032
Deutsche Bank
Germany
$45 -$79.9K -5,325 -100%
CMP
1033
Coston McIsaac & Partners
Maine
$31 +$31 +2,103 New
WIM
1034
Westside Investment Management
California
$7 – – –
JWM
1035
JFG Wealth Management
Colorado
– -$43.1M -3,051,834 Closed
ACG
1036
Allen Capital Group
Nebraska
– -$14.2M -1,005,435 Closed
SA
1037
Shilanski & Associates
Alaska
– -$8.75M -619,788 Closed
CM
1038
Columbus Macro
Pennsylvania
– -$6.64M -470,457 Closed
MA
1039
MUFG Americas
New York
– -$3.19M -226,206 Closed
TNA
1040
True North Advisors
Texas
– -$2.15M -152,643 Closed
DWT
1041
Dorsey & Whitney Trust
South Dakota
– -$2.05M -144,837 Closed
FTUS
1042
Flow Traders U.S.
New York
– -$1.81M -128,220 Closed
MWA
1043
MFA Wealth Advisors
Pennsylvania
– -$1.57M -110,835 Closed
IAIM
1044
International Assets Investment Management
Florida
– -$1.8M -107,625 Closed
CCMD
1045
Cypress Capital Management (Delaware)
Delaware
– -$1.06M -75,195 Closed
Renaissance Technologies
1046
Renaissance Technologies
New York
– -$902K -63,900 Closed
HPWM
1047
Highland Private Wealth Management
Washington
– -$988K -61,800 Closed
ACM
1048
Advisors Capital Management
New Jersey
– -$822K -52,749 Closed
MCM
1049
Manchester Capital Management
Vermont
– -$892K -51,285 Closed
HP
1050
HT Partners
Connecticut
– -$680K -48,168 Closed
40 41
42
43 44