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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.

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
1
HBK Sorce Advisory
Pennsylvania
$789M
2
Creative Planning
2
Creative Planning
Kansas
$1.38B
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.33B
4
Charles Schwab
4
Charles Schwab
California
$1.88B
5
CAM
5
Cresset Asset Management
Illinois
$106M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$175M
2
ML
2
McAdam LLC
Pennsylvania
$134M
3
SEI Investments
3
SEI Investments
Pennsylvania
$1.32B
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$686K
5
AWS
5
AJ Wealth Strategies
New York
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.33B 95,969,542 +2,041,167 +2%
Charles Schwab
2
Charles Schwab
California
$1.88B 41,622,068 +1,930,402 +5%
Creative Planning
3
Creative Planning
Kansas
$1.38B 30,641,503 +6,159,172 +25%
SEI Investments
4
SEI Investments
Pennsylvania
$1.32B 29,314,948 -1,480,559 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$799M 17,691,425 -380,970 -2%
HSA
6
HBK Sorce Advisory
Pennsylvania
$789M 17,483,096 +9,259,499 +113%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$714M 15,806,328 -393,354 -2%
SFG
8
Sage Financial Group
Pennsylvania
$366M 8,116,431 +165,027 +2%
UBS Group
9
UBS Group
Switzerland
$355M 7,871,512 -294,251 -4%
MGIA
10
Moneta Group Investment Advisors
Missouri
$258M 5,361,381 +49,811 +0.9%
CWM
11
Campbell Wealth Management
Virginia
$198M 4,389,312 +23,390 +0.5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$193M 4,280,447 +36,981 +0.9%
Mariner
13
Mariner
Kansas
$186M 4,123,463 +119,865 +3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$175M 3,874,631 -3,772,909 -49%
AWS
15
AJ Wealth Strategies
New York
$169M 3,734,922 -1,134,965 -23%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$164M 3,466,649 -92,749 -3%
WP
17
WealthSource Partners
California
$160M 3,536,853 +47,180 +1%
HighTower Advisors
18
HighTower Advisors
Illinois
$155M 3,424,645 +5,867 +0.2%
PCIA
19
Prime Capital Investment Advisors
Kansas
$154M 3,407,721 +180,909 +6%
ML
20
McAdam LLC
Pennsylvania
$134M 1,174,358 -1,260,671 -52%
KOC
21
Koss-Olinger Consulting
Florida
$128M 2,843,585 -250,059 -8%
JFG
22
JMG Financial Group
Illinois
$128M 2,839,728 +278,308 +11%
CAM
23
Cresset Asset Management
Illinois
$106M 2,357,188 +1,255,608 +114%
BPA
24
Beacon Pointe Advisors
California
$106M 2,348,469 +23,928 +1%
LPL Financial
25
LPL Financial
California
$95.7M 2,119,962 +5,646 +0.3%
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