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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 %
FA
326
FDx Advisors
Illinois
$2.91M +$388K +26,079 +15%
FTS
327
Fifth Third Securities
Ohio
$2.9M +$2.9M +194,577 New
KM
328
Kalos Management
Georgia
$2.89M -$1.04M -65,784 -26%
SFS
329
Summit Financial Strategies
Ohio
$2.89M -$76.3K -5,124 -3%
Bank of New York Mellon
330
Bank of New York Mellon
New York
$2.88M +$28.6K +1,920 +1%
MWM
331
Meridian Wealth Management
Kentucky
$2.83M +$2.15M +144,744 +321%
Goldman Sachs
332
Goldman Sachs
New York
$2.8M -$10.7M -717,084 -79%
USCWA
333
U.S. Capital Wealth Advisors
Texas
$2.8M +$335K +22,533 +14%
SAF
334
Smith Anglin Financial
Texas
$2.78M -$2.64M -177,543 -49%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$2.77M +$120K +8,091 +5%
BWM
336
BerganKDV Wealth Management
Minnesota
$2.76M -$16.2K -1,086 -0.6%
NCM
337
Next Capital Management
New York
$2.76M -$122K -8,187 -4%
AAS
338
Avantax Advisory Services
Texas
$2.76M +$59.1K +3,969 +2%
RJA
339
Raymond James & Associates
Florida
$2.76M +$161K +10,821 +6%
FAG
340
Financial Advisory Group
Texas
$2.74M +$378K +25,389 +16%
BAM
341
Baldrige Asset Management
Pennsylvania
$2.72M +$204K +13,677 +8%
FFA
342
First Foundation Advisors
California
$2.71M -$53K -3,561 -2%
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$2.7M +$336K +22,599 +14%
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$2.69M +$15.2K +1,020 +0.6%
CCM
345
Carlson Capital Management
Minnesota
$2.69M -$121K -8,139 -4%
LWM
346
Laidlaw Wealth Management
New York
$2.67M -$70.9K -4,764 -3%
MW
347
MBL Wealth
North Carolina
$2.6M +$1.14M +76,800 +79%
PFWA
348
Paces Ferry Wealth Advisors
Georgia
$2.57M +$123K +8,292 +5%
HCM
349
Hollencrest Capital Management
California
$2.54M -$4.42K -297 -0.2%
LPIC
350
LeJeune Puetz Investment Counsel
Michigan
$2.54M -$16.1K -1,080 -0.6%
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