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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

966 hedge funds and large institutions have $17.6B invested in Schwab US Large- Cap ETF in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 411 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
-16
Holders Change %
-1.63%
% of All Funds
16.33%
Holding in Top 10
166
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.19%
% of All Funds
2.81%
New
71
Increased
411
Reduced
338
Closed
67
Calls
$2.97M
Puts
$884K
Net Calls
+$2.09M
Net Calls Change
-$1.36M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$231M
2
Charles Schwab
Charles Schwab
California
+$113M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$93.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$93M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$87.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$1.89B
2
AWS
AJ Wealth Strategies
New York
-$57.8M
3
TCM
Tradewinds Capital Management
Washington
-$24.5M
4
ADL
Asset Dedication LLC
California
-$20M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
226
KerberRose Wealth Management
Wisconsin
$5.6M +$5.6M +375,930 New
LF
227
Lee Financial
Texas
$5.59M -$576K -38,706 -9%
EW
228
Element Wealth
Mississippi
$5.57M -$29K -1,950 -0.5%
BIA
229
Bigelow Investment Advisors
Maine
$5.51M -$251K -16,893 -4%
ICM
230
Intrepid Capital Management
Florida
$5.38M -$542K -36,393 -9%
EH
231
Equitable Holdings
New York
$5.37M +$460K +30,909 +9%
SPC
232
Sigma Planning Corp
Michigan
$5.24M +$1.09M +73,512 +26%
NIM
233
Nicollet Investment Management
Minnesota
$5.23M – – –
SWM
234
Stockman Wealth Management
Montana
$5.23M +$211K +14,175 +4%
OPWM
235
Oakwell Private Wealth Management
Texas
$5.22M -$331K -22,245 -6%
Northern Trust
236
Northern Trust
Illinois
$5.21M -$30.6K -2,055 -0.6%
IRC
237
Investors Research Corp
Georgia
$5.16M +$900K +60,429 +21%
AWM
238
Apollon Wealth Management
South Carolina
$5.15M -$1.11M -74,325 -18%
TFA
239
Transamerica Financial Advisors
Florida
$5.08M +$5.08M +340,869 New
SPA
240
Sentinel Pension Advisors
Massachusetts
$5.07M -$8.8M -591,096 -63%
PA
241
Procyon Advisors
Connecticut
$5.04M +$5.04M +338,544 New
MS
242
Madden Securities
Texas
$5.03M +$213K +14,316 +4%
AWM
243
Axxcess Wealth Management
California
$4.97M -$786K -52,773 -14%
HKIMG
244
Hutchens & Kramer Investment Management Group
Indiana
$4.95M -$8.3K -552 -0.2%
FCC
245
Flower City Capital
New York
$4.9M +$996K +66,888 +26%
TSWM
246
Triangle Securities Wealth Management
North Carolina
$4.89M -$83.9K -5,634 -2%
LAS
247
Lloyd Advisory Services
Georgia
$4.89M +$3.8M +255,156 +349%
HG
248
Harbor Group
New Hampshire
$4.82M -$689K -46,314 -13%
IWMA
249
Ironwood Wealth Management (Arizona)
Arizona
$4.81M +$123K +8,280 +3%
LWMT
250
Legacy Wealth Management (Tennessee)
Tennessee
$4.81M +$613K +41,205 +15%
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