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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
+$418M
2
Creative Planning
Creative Planning
Kansas
+$278M
3
CSIA
Charles Schwab Investment Advisory
California
+$92.2M
4
Charles Schwab
Charles Schwab
California
+$87.2M
5
CAM
Cresset Asset Management
Illinois
+$56.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$170M
2
ML
McAdam LLC
Pennsylvania
-$143M
3
SEI Investments
SEI Investments
Pennsylvania
-$66.8M
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$60.3M
5
AWS
AJ Wealth Strategies
New York
-$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHB
126
Bank Hapoalim BM
Israel
$17.2M -$8.89M -590,700 -34%
FCM
127
Fortis Capital Management
Washington
$17.1M +$3.83M +254,373 +29%
PWA
128
Pillar Wealth Advisors
Pennsylvania
$17.1M -$4.11K -273 -0%
ADL
129
Asset Dedication LLC
California
$17.1M -$192K -12,741 -1%
MSFS
130
Main Street Financial Solutions
Pennsylvania
$17M +$840K +55,782 +5%
DAS
131
Dynamic Advisor Solutions
Arizona
$16.9M +$209K +13,893 +1%
CAAM
132
Cornerstone Advisors Asset Management
Pennsylvania
$16.9M +$552K +36,678 +3%
NDSI
133
Newman Dignan & Sheerar Inc
Rhode Island
$16.8M +$406K +26,991 +2%
NFG
134
Northeast Financial Group
Pennsylvania
$16.3M -$5.77M -383,706 -26%
MFC
135
Morris Financial Concepts
South Carolina
$16.3M +$697K +46,293 +4%
BAAM
136
Baker Avenue Asset Management
California
$16.2M +$3.05M +202,665 +23%
BBPWM
137
Blue Bell Private Wealth Management
Pennsylvania
$15.8M -$873K -57,987 -5%
MCM
138
MAI Capital Management
Ohio
$15.5M -$339K -22,515 -2%
GG
139
Gleason Group
Kentucky
$15.2M +$15.2M +1,008,108 +42,971%
PWM
140
Provident Wealth Management
Tennessee
$15M -$787K -52,293 -5%
HCM
141
Hengehold Capital Management
Ohio
$14.4M +$6.63M +440,445 +86%
AG
142
Appleton Group
Wisconsin
$14.2M +$6.92M +459,534 +95%
DBRC
143
D.B. Root & Company
Pennsylvania
$14.1M -$1.38M -91,512 -9%
ACA
144
Ascension Capital Advisors
Texas
$14M -$31.6K -2,097 -0.2%
DW
145
Domani Wealth
Pennsylvania
$13.9M +$45 +3 +0%
KHC
146
Koesten Hirschmann & Crabtree
Kansas
$13.8M +$13.8M +917,016 New
SSWM
147
Sheets Smith Wealth Management
North Carolina
$13.8M +$553K +36,759 +4%
CCM
148
Coldstream Capital Management
Washington
$13.7M +$13.7M +912,405 New
BDF
149
Black Diamond Financial
Maryland
$13.6M -$78.8K -5,235 -0.6%
LIM
150
Leavell Investment Management
Alabama
$13.5M -$39.2K -2,607 -0.3%
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