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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 %
CPIG
201
Chicago Partners Investment Group
Illinois
$6.89M +$1.54M +103,038 +29%
AG
202
Appleton Group
Wisconsin
$6.85M +$6.85M +485,229 New
Fidelity Investments
203
Fidelity Investments
Massachusetts
$6.78M +$246K +17,430 +4%
SWM
204
Shelton Wealth Management
Texas
$6.76M +$22.4K +1,590 +0.3%
NIC
205
Northwest Investment Counselors
Oregon
$6.76M -$75K -5,310 -1%
TI
206
Truepoint Inc
Ohio
$6.73M -$469K -33,219 -7%
LPT
207
Legacy Private Trust
Wisconsin
$6.71M +$72.6K +5,145 +1%
CM
208
Columbus Macro
Pennsylvania
$6.64M -$408K -28,914 -6%
CAN
209
Cetera Advisor Networks
California
$6.46M +$414K +29,319 +7%
PFC
210
Phocas Financial Corp
California
$6.41M +$144K +10,209 +2%
GSAM
211
Grant Street Asset Management
Pennsylvania
$6.39M -$342K -24,243 -5%
TIM
212
Tortoise Investment Management
New York
$6.38M +$346K +24,528 +6%
RFA
213
RTD Financial Advisors
Pennsylvania
$6.36M -$34.8K -2,466 -0.5%
GC
214
Grimes & Company
Massachusetts
$6.22M +$726K +51,399 +13%
Betterment LLC
215
Betterment LLC
New York
$6.22M – – –
RJFSA
216
Raymond James Financial Services Advisors
Florida
$6.15M -$555K -39,282 -8%
SHJ
217
Sharkey, Howes & Javer
Colorado
$6.09M -$291K -20,640 -5%
MSA
218
McAlister Sweet & Associates
Texas
$6.03M +$5.69M +402,924 +1,658%
MWM
219
MinichMacGregor Wealth Management
New York
$6.02M -$25.3K -1,791 -0.4%
EL
220
Essex LLC
Illinois
$5.95M +$349K +24,708 +6%
PWM
221
Perigon Wealth Management
California
$5.83M +$102K +7,200 +2%
LSAG
222
Lake Street Advisors Group
New Hampshire
$5.81M +$21.6K +1,527 +0.4%
PIMG
223
Patriot Investment Management Group
Tennessee
$5.74M +$242K +17,157 +4%
ICM
224
Intrepid Capital Management
Florida
$5.58M +$474K +33,609 +9%
IRC
225
Investors Research Corp
Georgia
$5.5M +$613K +43,452 +13%
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