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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 %
PFM
301
Phillips Financial Management
Indiana
$3.42M +$893 +60 +0%
BAM
302
Berkshire Asset Management
Pennsylvania
$3.41M +$120K +8,028 +4%
SMA
303
Sage Mountain Advisors
Georgia
$3.41M – – –
SWA
304
SFMG Wealth Advisors
Texas
$3.4M -$2.6M -174,891 -43%
MCM
305
Mengis Capital Management
Oregon
$3.38M -$110K -7,413 -3%
B
306
Bailard
California
$3.37M -$14.9K -999 -0.4%
MTIC
307
Missouri Trust & Investment Company
Missouri
$3.35M +$131K +8,799 +4%
AWM
308
Avior Wealth Management
Nebraska
$3.32M -$3.88M -260,961 -54%
MCM
309
Mitchell Capital Management
Kansas
$3.3M +$145K +9,756 +5%
CHA
310
Carmichael Hill & Associates
Maryland
$3.28M +$489K +32,847 +18%
BI
311
Berkeley Inc
Idaho
$3.26M -$1.2M -80,664 -27%
PIA
312
Pinion Investment Advisors
Kansas
$3.22M -$122K -8,211 -4%
RTL
313
Red Tortoise LLC
Georgia
$3.2M -$932K -62,601 -23%
IAN
314
Integrated Advisors Network
Texas
$3.16M +$2.86K +192 +0.1%
SBL
315
Sargent Bickham Lagudis
Colorado
$3.09M -$478K -32,139 -13%
AFP
316
Ausdal Financial Partners
Iowa
$3.09M -$279K -18,744 -8%
CBFP
317
Cedar Brook Financial Partners
Ohio
$3.06M +$983 +66 +0%
MWM
318
Merriman Wealth Management
Washington
$3.06M +$79.4K +5,337 +3%
WOC
319
West Oak Capital
California
$3.03M +$37.6K +2,526 +1%
MWM
320
Mission Wealth Management
California
$3M -$120K -8,052 -4%
RFA
321
Radnor Financial Advisors
Pennsylvania
$2.97M +$256K +17,187 +9%
EFS
322
Econ Financial Services
Pennsylvania
$2.96M +$2.96M +199,017 New
VCAM
323
Van Cleef Asset Management
Ohio
$2.93M -$205K -13,755 -7%
FSWA
324
Financial Synergies Wealth Advisors
Texas
$2.93M +$1.32M +88,692 +82%
E
325
Ergoteles
New York
$2.92M +$2.92M +196,386 New
11 12
13
14 15