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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 %
EWM
176
Empirical Wealth Management
Washington
$10.4M -$965K -64,143 -8%
LFS
177
Lutz Financial Services
Nebraska
$10.3M +$2.24M +148,635 +28%
AIA
178
Arcadia Investment Advisors
Idaho
$10.1M -$752K -49,953 -7%
FNC
179
First National Corp
Massachusetts
$9.75M +$872K +57,972 +10%
BSW
180
Buckingham Strategic Wealth
Missouri
$9.64M +$743K +49,374 +8%
CHA
181
Cooper/Haims Advisors
New York
$9.33M +$569K +37,788 +6%
DP
182
Denver PWM
Colorado
$9.27M +$1.25M +83,337 +16%
NL
183
NEPC LLC
Massachusetts
$9.2M – – –
MF
184
Montis Financial
Massachusetts
$9.09M +$9.09M +604,167 New
SP
185
SWS Partners
Ohio
$9.08M +$521K +34,602 +6%
FPCG
186
Fort Pitt Capital Group
Pennsylvania
$9.07M +$7.98M +529,944 +729%
PMG
187
ProVise Management Group
Florida
$9.05M +$289K +19,221 +3%
OCM
188
One Capital Management
California
$9.04M -$3.51M -232,977 -28%
Cerity Partners
189
Cerity Partners
New York
$8.93M +$4.23M +281,376 +90%
TLP
190
Trinity Legacy Partners
Texas
$8.72M -$208K -13,809 -2%
PA
191
Planning Alternatives
Michigan
$8.69M -$699K -46,422 -7%
PCMC
192
Private Capital Management (Colorado)
Colorado
$8.55M -$782K -51,978 -8%
FAG
193
Financial Advisory Group
Texas
$8.36M +$4.32M +286,815 +107%
NA
194
Nottingham Advisors
New York
$8.28M -$311K -20,676 -4%
NSAM
195
North Star Asset Management
Wisconsin
$8.24M +$184K +12,213 +2%
MHR
196
Matthew Hamilton Rosenberg
$8.15M -$467K -31,062 -5%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$8.11M +$7.47M +496,563 +1,175%
CFG
198
Carr Financial Group
Massachusetts
$7.94M +$7.94M +527,445 New
US Bancorp
199
US Bancorp
Minnesota
$7.93M +$2.89M +192,261 +57%
OIA
200
OneDigital Investment Advisors
Kansas
$7.91M +$368K +24,441 +5%
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