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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.

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
1
Creative Planning
Kansas
$1.04B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$324M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$765M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$686M
5
AWS
5
AJ Wealth Strategies
New York
$206M

Top Sellers

1
OAM
1
Oak Asset Management
California
$0
2
AIP
2
Almanack Investment Partners
Pennsylvania
$0
3
NSAM
3
North Star Asset Management
Wisconsin
$7.55M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$137M
5
KAS
5
Kestra Advisory Services
Texas
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.98B 93,928,375 +1,051,039 +1%
Charles Schwab
2
Charles Schwab
California
$1.68B 39,691,666 +671,876 +2%
SEI Investments
3
SEI Investments
Pennsylvania
$1.3B 30,795,507 +554,592 +2%
Creative Planning
4
Creative Planning
Kansas
$1.04B 24,482,331 +9,451,255 +63%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$765M 18,072,395 +3,932,504 +28%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$686M 16,199,682 +3,348,150 +26%
CWA
7
CM Wealth Advisors
Ohio
$453M 10,708 – –
HSA
8
HBK Sorce Advisory
Pennsylvania
$348M 8,223,597 +1,163,351 +16%
UBS Group
9
UBS Group
Switzerland
$346M 8,165,763 -84,989 -1%
SFG
10
Sage Financial Group
Pennsylvania
$337M 7,951,404 +80,702 +1%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$324M 7,647,540 +7,647,540 New
MGIA
12
Moneta Group Investment Advisors
Missouri
$225M 5,311,570 -136,975 -3%
AWS
13
AJ Wealth Strategies
New York
$206M 4,869,887 +1,462,935 +43%
CWM
14
Campbell Wealth Management
Virginia
$185M 4,365,922 +25,578 +0.6%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$180M 4,243,466 +203,546 +5%
Mariner
16
Mariner
Kansas
$170M 4,003,598 +35,109 +0.9%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$153M 3,559,398 -257,725 -7%
WP
18
WealthSource Partners
California
$148M 3,489,673 +331,447 +10%
HighTower Advisors
19
HighTower Advisors
Illinois
$145M 3,418,778 +76,929 +2%
PCIA
20
Prime Capital Investment Advisors
Kansas
$137M 3,226,812 -412,491 -11%
KOC
21
Koss-Olinger Consulting
Florida
$131M 3,093,644 +233,005 +8%
AWM
22
Adams Wealth Management
Utah
$116M 2,747,171 -250,095 -8%
JFG
23
JMG Financial Group
Illinois
$108M 2,561,420 +224,215 +10%
ML
24
McAdam LLC
Pennsylvania
$103M 2,435,029 +66,139 +3%
BPA
25
Beacon Pointe Advisors
California
$98.5M 2,324,541 +132,247 +6%
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