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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
1
HBK Sorce Advisory
Pennsylvania
$789M
2
Creative Planning
2
Creative Planning
Kansas
$1.38B
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.33B
4
Charles Schwab
4
Charles Schwab
California
$1.88B
5
CAM
5
Cresset Asset Management
Illinois
$106M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$175M
2
ML
2
McAdam LLC
Pennsylvania
$134M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.32B
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$686K
5
AWS
5
AJ Wealth Strategies
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
101
Athena Investment Management
California
$21.6M +$1.24M +82,263 +6%
SWA
102
Sutton Wealth Advisors
Florida
$21.6M +$173K +11,478 +0.8%
MSWM
103
McGlone Suttner Wealth Management
Wisconsin
$21.2M +$21.2M +1,409,796 New
KCPG
104
Kavar Capital Partners Group
Kansas
$20.9M +$101K +6,711 +0.5%
KWM
105
Kolinsky Wealth Management
New Jersey
$20.6M +$244K +16,236 +1%
RCIM
106
Red Cedar Investment Management
Michigan
$20.5M -$670K -44,532 -3%
MIA
107
Milestone Investment Advisors
Wisconsin
$20.4M +$20.4M +1,354,395 New
CCA
108
Clearwater Capital Advisors
Illinois
$20.3M -$291K -19,341 -1%
BA
109
Bristlecone Advisors
Washington
$20.1M -$167K -11,070 -0.8%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$19.7M +$375K +24,945 +2%
VC
111
Veery Capital
Delaware
$19.4M -$206K -13,686 -1%
AWE
112
Avidian Wealth Enterprises
Texas
$19.3M +$19.3M +1,284,453 New
AA
113
Ancora Advisors
Ohio
$19.2M -$6.23M -414,207 -24%
FI
114
FIDELIS iM
Oregon
$19.2M +$442K +29,355 +2%
SFG
115
SNS Financial Group
Minnesota
$19.1M +$19.1M +1,271,913 New
SVWAG
116
Sound View Wealth Advisors Group
Georgia
$18.5M +$7.48M +397,638 +68%
RDWM
117
Red Door Wealth Management
Tennessee
$18.3M +$2.43M +161,313 +15%
GG
118
Greenwood Gearhart
Arkansas
$18.2M +$399K +26,526 +2%
CG
119
Colony Group
Massachusetts
$18.1M -$1.09M -72,210 -6%
SDWMA
120
Schneider Downs Wealth Management Advisors
Pennsylvania
$18M +$1.37M +91,239 +8%
BWA
121
Burt Wealth Advisors
Maryland
$17.9M +$5.53M +367,311 +45%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$17.9M +$11.6K +774 +0.1%
VFIC
123
Valley Forge Investment Consultants
Pennsylvania
$17.7M +$1.77M +117,438 +11%
SJIM
124
St. Johns Investment Management
Florida
$17.6M +$1.11M +73,971 +7%
PAG
125
Powers Advisory Group
Illinois
$17.3M +$169K +11,226 +1%
3 4
5
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