SCHX icon

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
$1.04B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$324M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$765M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$686M
5
AWS
AJ Wealth Strategies
New York
$206M

Top Sellers

1
OAM
Oak Asset Management
California
$0
2
AIP
Almanack Investment Partners
Pennsylvania
$0
3
NSAM
North Star Asset Management
Wisconsin
$7.55M
4
PCIA
Prime Capital Investment Advisors
Kansas
$137M
5
KAS
Kestra Advisory Services
Texas
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
151
Wall Capital Group
Arizona
$11M -$519K -36,465 -4%
Stifel Financial
152
Stifel Financial
Missouri
$11M +$317K +22,458 +3%
CFA
153
Cahill Financial Advisors
Minnesota
$10.9M +$445K +31,509 +4%
SFPM
154
Sensible Financial Planning & Management
Massachusetts
$10.8M -$203K -14,382 -2%
BWM
155
BCS Wealth Management
Tennessee
$10.8M +$80.8K +5,727 +0.8%
BIA
156
Bell Investment Advisors
California
$10.7M +$1.11M +78,633 +12%
EWM
157
Empirical Wealth Management
Washington
$10.7M -$662K -46,920 -6%
FWP
158
FAS Wealth Partners
Kansas
$10.5M +$338K +23,934 +3%
NCM
159
Northwest Capital Management
Oregon
$10.4M +$787K +55,731 +8%
JPMPWA
160
J.P. Morgan Private Wealth Advisors
California
$10.4M +$792K +56,070 +8%
CWM
161
Castle Wealth Management
Florida
$10.3M -$324K -22,977 -3%
WA
162
WBH Advisory
Maryland
$10.3M -$221K -15,654 -2%
LBC
163
Lowe Brockenbrough & Co
Virginia
$10.2M -$291K -20,610 -3%
AIA
164
Arcadia Investment Advisors
Idaho
$10.2M +$757K +53,634 +8%
CCA
165
Cobblestone Capital Advisors
New York
$10.1M -$88.3K -6,255 -0.9%
RWRC
166
R.W. Roge & Company
New York
$10.1M -$250K -17,736 -2%
MA
167
MCF Advisors
Kentucky
$9.38M -$64.5K -4,569 -0.7%
PA
168
Planning Alternatives
Michigan
$8.81M -$150K -10,629 -2%
PCMC
169
Private Capital Management (Colorado)
Colorado
$8.75M +$1.34M +95,130 +18%
SA
170
Shilanski & Associates
Alaska
$8.75M +$8.75M +619,788 New
NL
171
NEPC LLC
Massachusetts
$8.63M – – –
TLP
172
Trinity Legacy Partners
Texas
$8.38M -$366K -25,911 -4%
BSW
173
Buckingham Strategic Wealth
Missouri
$8.35M +$262K +18,567 +3%
FNC
174
First National Corp
Massachusetts
$8.33M +$157K +11,118 +2%
SVWAG
175
Sound View Wealth Advisors Group
Georgia
$8.25M +$229K +16,206 +3%
5 6
7
8 9