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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
Creative Planning
Kansas
+$400M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$324M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$167M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$142M
5
AWS
AJ Wealth Strategies
New York
+$62M

Top Sellers

1
OAM
Oak Asset Management
California
-$32.6M
2
AIP
Almanack Investment Partners
Pennsylvania
-$30.7M
3
NSAM
North Star Asset Management
Wisconsin
-$19.7M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$17.5M
5
KAS
Kestra Advisory Services
Texas
-$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
MAI Capital Management
Ohio
$14.9M -$979K -69,345 -6%
PWM
127
Provident Wealth Management
Tennessee
$14.8M +$1.03M +73,269 +8%
MFC
128
Morris Financial Concepts
South Carolina
$14.6M +$11K +777 +0.1%
DBRC
129
D.B. Root & Company
Pennsylvania
$14.5M -$176K -12,489 -1%
HI
130
Harbour Investments
Wisconsin
$14.5M – – –
ACG
131
Allen Capital Group
Nebraska
$14.2M +$1.02M +72,312 +8%
DWM
132
Destination Wealth Management
California
$13.6M -$10.1M -716,313 -43%
PRS
133
Pinkerton Retirement Specialists
Idaho
$13.1M -$429K -30,375 -3%
ACA
134
Ascension Capital Advisors
Texas
$13.1M -$58.3K -4,131 -0.4%
DW
135
Domani Wealth
Pennsylvania
$13M -$3.68K -261 -0%
BDF
136
Black Diamond Financial
Maryland
$12.9M +$698K +49,458 +6%
CST
137
Charles Schwab Trust
Nevada
$12.7M +$11.2M +791,451 +712%
LIM
138
Leavell Investment Management
Alabama
$12.7M +$113K +7,989 +0.9%
FCM
139
Fortis Capital Management
Washington
$12.5M +$2.5M +176,889 +25%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$12.4M -$38.3K -2,712 -0.3%
BAAM
141
Baker Avenue Asset Management
California
$12.3M +$257K +18,231 +2%
OCM
142
One Capital Management
California
$11.8M -$2.55M -180,315 -18%
AIM
143
Anchor Investment Management
South Carolina
$11.8M +$98.3K +6,963 +0.8%
SIC
144
Salem Investment Counselors
North Carolina
$11.7M +$366K +25,935 +3%
ACM
145
Alpha Capital Management
Texas
$11.7M +$247K +17,490 +2%
BWA
146
Burt Wealth Advisors
Maryland
$11.6M -$476K -33,714 -4%
ACA
147
Aptus Capital Advisors
Alabama
$11.5M +$762K +53,991 +7%
MWA
148
Martel Wealth Advisors
Washington
$11.5M -$3.17M -224,406 -22%
GWANC
149
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.4M +$756K +53,568 +7%
AWM
150
Abound Wealth Management
Tennessee
$11.3M -$260K -18,420 -2%
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