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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 %
MAS
276
Madden Advisory Services
Florida
$4.09M -$113K -7,614 -3%
MML Investors Services
277
MML Investors Services
Massachusetts
$4.07M -$211K -14,145 -5%
Financial Engines Advisors
278
Financial Engines Advisors
California
$4.01M -$393K -26,400 -9%
BCWM
279
Bartlett & Co Wealth Management
Ohio
$3.95M -$591K -39,672 -13%
BC
280
Bartlett & Co
Ohio
$3.95M -$591K -39,672 -13%
GWM
281
GSB Wealth Management
Connecticut
$3.95M -$243K -16,320 -6%
FC
282
Forte Capital
New York
$3.93M +$1.7M +114,048 +76%
DSA
283
Droms Strauss Advisors
Missouri
$3.92M +$24.9K +1,674 +0.6%
SAM
284
Sawgrass Asset Management
Florida
$3.91M -$473K -31,800 -11%
ICG
285
InterOcean Capital Group
Tennessee
$3.9M +$597K +40,080 +18%
TFS
286
TrustCore Financial Services
Tennessee
$3.9M +$33K +2,217 +0.9%
CFMC
287
Curbstone Financial Management Corp
New Hampshire
$3.84M +$109K +7,290 +3%
MA
288
MUFG Americas
New York
$3.83M -$159K -10,674 -4%
CW
289
Connectus Wealth
Ohio
$3.74M +$3.74M +251,217 New
BRWA
290
B. Riley Wealth Advisors
Florida
$3.73M -$86.2K -5,793 -2%
ACM
291
Argent Capital Management
Missouri
$3.67M +$3.24M +217,974 +772%
NS
292
Newman & Schimel
Illinois
$3.65M +$246K +16,491 +7%
AA
293
Alesco Advisors
New York
$3.64M +$32.7K +2,196 +0.9%
PFM
294
Peak Financial Management
Massachusetts
$3.59M +$5.67K +381 +0.2%
JCM
295
Jacobi Capital Management
Pennsylvania
$3.59M +$269K +18,063 +8%
RC
296
RegentAtlantic Capital
New Jersey
$3.57M +$3.06M +205,791 +606%
SP
297
Successful Portfolios
Florida
$3.52M +$54.5K +3,663 +2%
SEEDPG
298
S.E.E.D. Planning Group
New York
$3.45M -$19.7K -1,326 -0.6%
RA
299
RFG Advisory
Alabama
$3.43M +$3.43M +209,940 New
VT
300
Vise Technologies
New York
$3.42M +$1.93M +129,750 +130%
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