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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 %
AMM
251
American Money Management
California
$4.8M +$856K +57,483 +22%
US Bancorp
252
US Bancorp
Minnesota
$4.8M +$73.7K +4,953 +2%
SPI
253
Santori & Peters Inc
Pennsylvania
$4.77M +$560K +37,611 +13%
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$4.77M -$9.27M -622,971 -66%
HFS
255
Hantz Financial Services
Michigan
$4.76M -$199K -13,398 -4%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$4.76M +$1.4M +94,143 +42%
ATWA
257
Arbor Trust Wealth Advisors
Michigan
$4.76M -$5.4K -363 -0.1%
WWM
258
Western Wealth Management
Colorado
$4.73M -$18.3K -1,221 -0.4%
SWIG
259
Strategic Wealth Investment Group
Kentucky
$4.56M +$4.39M +295,074 +2,614%
MLA
260
My Legacy Advisors
Oregon
$4.55M -$1.89M -124,443 -29%
MSWMA
261
Market Street Wealth Management Advisors
Indiana
$4.51M +$3.07M +206,304 +214%
OFG
262
Omega Financial Group
California
$4.5M -$22.6K -1,521 -0.5%
Lido Advisors
263
Lido Advisors
California
$4.46M -$21K -1,413 -0.5%
CWM
264
Cabot Wealth Management
Massachusetts
$4.45M -$485K -32,556 -10%
CWA
265
Carolina Wealth Advisors
South Carolina
$4.43M -$256K -17,193 -5%
KF
266
Krilogy Financial
Missouri
$4.39M -$15.6K -1,050 -0.4%
CWM
267
Circle Wealth Management
New Jersey
$4.36M – – –
GCA
268
Gradient Capital Advisors
California
$4.34M +$122K +8,211 +3%
CWA
269
Consilium Wealth Advisory
Texas
$4.34M -$3.06M -205,641 -41%
ES
270
ETF Store
Kansas
$4.34M +$60.2K +3,963 +1%
MA
271
MBA Advisors
Pennsylvania
$4.32M -$9.29K -624 -0.2%
VCM
272
Vivaldi Capital Management
Illinois
$4.2M -$11K -741 -0.3%
KFC
273
Klingenstein Fields & Co
New York
$4.2M +$56.4K +3,792 +1%
AL
274
Aspiriant LLC
California
$4.17M -$73.6K -4,941 -2%
FA
275
Financial Advisors
Massachusetts
$4.1M -$97.6K -6,555 -2%
9 10
11
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