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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 %
AIM
201
AMI Investment Management
Indiana
$7.91M -$42.8K -2,847 -0.5%
VBFG
202
Vishria Bird Financial Group
Tennessee
$7.8M -$60.8K -4,038 -0.8%
SAS
203
Sanford Advisory Services
Michigan
$7.79M +$141K +9,351 +2%
CAG
204
Csenge Advisory Group
Florida
$7.77M -$627K -41,694 -7%
LAS
205
Lloyd Advisory Services
Georgia
$7.65M +$144K +9,582 +2%
LCM
206
Leisure Capital Management
California
$7.62M -$354K -23,496 -4%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$7.61M +$380K +25,227 +5%
GCM
208
G2 Capital Management
Ohio
$7.54M – – –
MFA
209
Morling Financial Advisors
California
$7.49M -$66.8K -4,437 -0.9%
RRC
210
Relaxing Retirement Coach
Massachusetts
$7.49M -$8.17K -543 -0.1%
BAMG
211
Brand Asset Management Group
Missouri
$7.48M +$136K +9,039 +2%
IWMA
212
Ironwood Wealth Management (Arizona)
Arizona
$7.48M +$2.61M +173,556 +54%
LPAM
213
Lodestar Private Asset Management
California
$7.3M +$7.3M +484,815 New
NIC
214
Northwest Investment Counselors
Oregon
$7.18M -$19.5K -1,293 -0.3%
SWM
215
Shelton Wealth Management
Texas
$7.16M -$51.2K -3,399 -0.7%
TIM
216
Tortoise Investment Management
New York
$7.12M +$323K +21,474 +5%
EFG
217
Ethos Financial Group
Pennsylvania
$6.98M +$6.98M +463,857 New
CWA
218
Cornerstone Wealth Advisors
Minnesota
$6.82M -$1.47M -97,458 -18%
CAN
219
Cetera Advisor Networks
California
$6.77M -$116K -7,740 -2%
GSAM
220
Grant Street Asset Management
Pennsylvania
$6.71M -$104K -6,888 -2%
RFA
221
RTD Financial Advisors
Pennsylvania
$6.64M -$142K -9,426 -2%
PIMG
222
Patriot Investment Management Group
Tennessee
$6.56M +$57.2K +3,570 +0.9%
PFC
223
Phocas Financial Corp
California
$6.51M -$323K -21,450 -5%
EL
224
Essex LLC
Illinois
$6.5M +$159K +10,575 +3%
Betterment LLC
225
Betterment LLC
New York
$6.45M +$162K +10,779 +3%
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