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

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$175M
2
ML
McAdam LLC
Pennsylvania
$134M
3
SEI Investments
SEI Investments
Pennsylvania
$1.32B
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$686K
5
AWS
AJ Wealth Strategies
New York
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
151
Lowe Brockenbrough & Co
Virginia
$13.5M +$2.6M +172,875 +24%
AIM
152
Anchor Investment Management
South Carolina
$13.1M +$603K +40,038 +5%
SIC
153
Salem Investment Counselors
North Carolina
$13M +$519K +34,464 +4%
AIP
154
Almanack Investment Partners
Pennsylvania
$12.9M +$12.9M +856,455 New
WCG
155
Wall Capital Group
Arizona
$12.5M +$390K +25,062 +3%
CPIG
156
Chicago Partners Investment Group
Illinois
$12.4M +$4.85M +295,947 +64%
NRI
157
NFP Retirement Inc
California
$12.3M -$13M -865,395 -52%
ACM
158
Alpha Capital Management
Texas
$12.2M -$288K -19,119 -2%
AWM
159
Abound Wealth Management
Tennessee
$12M -$79.5K -5,283 -0.7%
BIA
160
Bell Investment Advisors
California
$11.8M +$374K +24,861 +3%
BWM
161
BCS Wealth Management
Tennessee
$11.6M +$138K +9,195 +1%
CFA
162
Cahill Financial Advisors
Minnesota
$11.5M -$116K -7,716 -1%
ACA
163
Aptus Capital Advisors
Alabama
$11.5M -$805K -53,514 -7%
GWANC
164
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.4M -$800K -53,154 -7%
Stifel Financial
165
Stifel Financial
Missouri
$11.4M -$374K -24,867 -3%
MA
166
MCF Advisors
Kentucky
$11.4M +$1.36M +90,099 +14%
NCM
167
Northwest Capital Management
Oregon
$11.3M +$223K +14,847 +2%
CAG
168
Compass Advisory Group
New York
$11.1M -$5.72M -364,674 -34%
JPMPWA
169
J.P. Morgan Private Wealth Advisors
California
$10.9M -$174K -11,586 -2%
SFPM
170
Sensible Financial Planning & Management
Massachusetts
$10.8M -$659K -43,782 -6%
CWA
171
Consilium Wealth Advisory
Texas
$10.7M +$5.34M +354,870 +100%
RWRC
172
R.W. Roge & Company
New York
$10.7M -$115K -7,635 -1%
CWM
173
Castle Wealth Management
Florida
$10.6M -$396K -26,280 -4%
CCA
174
Cobblestone Capital Advisors
New York
$10.6M -$184K -12,249 -2%
SLT
175
St Louis Trust
Missouri
$10.6M +$9.39M +623,847 +796%
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