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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 %
KCPG
101
Kavar Capital Partners Group
Kansas
$19.6M +$455K +32,247 +2%
CCA
102
Clearwater Capital Advisors
Illinois
$19.3M +$1.31M +92,508 +7%
AIM
103
Athena Investment Management
California
$19.1M +$31.9K +2,262 +0.2%
KWM
104
Kolinsky Wealth Management
New Jersey
$19.1M +$441K +31,212 +2%
BA
105
Bristlecone Advisors
Washington
$19M -$272K -19,296 -1%
VC
106
Veery Capital
Delaware
$18.4M +$616K +43,662 +3%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$18.1M -$1.11M -78,564 -6%
CG
108
Colony Group
Massachusetts
$18M -$1M -71,001 -5%
5L
109
55I LLC
Massachusetts
$17.8M +$1.32M +93,312 +8%
FI
110
FIDELIS iM
Oregon
$17.6M +$771K +54,627 +5%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$16.8M +$998K +70,692 +6%
GG
112
Greenwood Gearhart
Arkansas
$16.7M +$326K +23,088 +2%
ADL
113
Asset Dedication LLC
California
$16.2M +$16.2M +1,146,120 New
PAG
114
Powers Advisory Group
Illinois
$16.1M +$557K +39,423 +4%
PWA
115
Pillar Wealth Advisors
Pennsylvania
$16M +$87.6K +6,204 +0.5%
DAS
116
Dynamic Advisor Solutions
Arizona
$15.7M -$60.6K -4,290 -0.4%
BBPWM
117
Blue Bell Private Wealth Management
Pennsylvania
$15.7M -$341K -24,180 -2%
SDWMA
118
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.6M +$519K +36,753 +3%
Wells Fargo
119
Wells Fargo
California
$15.5M +$98.2K +6,957 +0.6%
SJIM
120
St. Johns Investment Management
Florida
$15.5M -$3.43M -242,628 -18%
CAAM
121
Cornerstone Advisors Asset Management
Pennsylvania
$15.3M +$990K +70,155 +7%
CAG
122
Compass Advisory Group
New York
$15.2M +$1.31M +92,691 +9%
MSFS
123
Main Street Financial Solutions
Pennsylvania
$15.1M +$2.2M +156,039 +17%
RDWM
124
Red Door Wealth Management
Tennessee
$14.9M +$323K +22,863 +2%
VFIC
125
Valley Forge Investment Consultants
Pennsylvania
$14.9M -$229K -16,230 -2%
3 4
5
6 7