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
+$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 %
PMG
176
ProVise Management Group
Florida
$8.22M +$1.23M +86,949 +18%
CHA
177
Cooper/Haims Advisors
New York
$8.22M -$420K -29,754 -5%
MHR
178
Matthew Hamilton Rosenberg
$8.08M -$372K -26,352 -4%
NA
179
Nottingham Advisors
New York
$8.06M -$125K -8,832 -2%
SP
180
SWS Partners
Ohio
$8.03M +$8.03M +568,512 New
Jane Street
181
Jane Street
New York
$7.89M +$7.69M +544,476 +3,862%
CAG
182
Csenge Advisory Group
Florida
$7.88M +$390K +27,657 +5%
CWA
183
Cornerstone Wealth Advisors
Minnesota
$7.78M -$524K -37,101 -6%
PCWA
184
Pacific Capital Wealth Advisors
California
$7.76M -$1.27M -89,973 -14%
DP
185
Denver PWM
Colorado
$7.71M -$36.4K -2,514 -0.5%
LFS
186
Lutz Financial Services
Nebraska
$7.56M -$1.05M -74,094 -12%
NSAM
187
North Star Asset Management
Wisconsin
$7.55M -$19.7M -1,396,887 -72%
LCM
188
Leisure Capital Management
California
$7.48M +$81.9K +5,799 +1%
AIM
189
AMI Investment Management
Indiana
$7.46M -$112K -7,944 -1%
Toronto Dominion Bank
190
Toronto Dominion Bank
Ontario, Canada
$7.41M +$7.41M +525,000 New
VBFG
191
Vishria Bird Financial Group
Tennessee
$7.37M -$51.4K -3,639 -0.7%
HCM
192
Hengehold Capital Management
Ohio
$7.26M +$1.81M +127,893 +33%
SAS
193
Sanford Advisory Services
Michigan
$7.18M +$5.44M +385,116 +312%
MFA
194
Morling Financial Advisors
California
$7.09M -$95.5K -6,762 -1%
OIA
195
OneDigital Investment Advisors
Kansas
$7.08M +$88.6K +6,273 +1%
GCM
196
G2 Capital Management
Ohio
$7.07M – – –
LAS
197
Lloyd Advisory Services
Georgia
$7.04M +$2.41M +170,694 +52%
RRC
198
Relaxing Retirement Coach
Massachusetts
$7.02M -$125K -8,874 -2%
SFWC
199
Strategic Family Wealth Counselors
New Jersey
$6.91M +$2.88K +204 +0%
BAMG
200
Brand Asset Management Group
Missouri
$6.89M -$296K -20,982 -4%
6 7
8
9 10