SCHX icon

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 %
SHGA
351
Sand Hill Global Advisors
California
$2.5M -$31.2K -2,097 -1%
PA
352
Parallel Advisors
California
$2.5M -$68.1K -4,572 -3%
AMG
353
Asset Management Group
Connecticut
$2.5M +$10.1K +678 +0.4%
PNC Financial Services Group
354
PNC Financial Services Group
Pennsylvania
$2.46M +$968K +65,040 +65%
GHA
355
GW Henssler & Associates
Georgia
$2.45M +$75.5K +5,073 +3%
ZIM
356
Zacks Investment Management
Illinois
$2.42M +$1.11M +74,643 +85%
VA
357
Valmark Advisers
Ohio
$2.42M +$436K +29,265 +22%
BFM
358
Broadview Financial Management
Wisconsin
$2.4M -$27.6K -1,857 -1%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$2.4M +$2.11M +141,531 +718%
DP
360
DDD Partners
Washington
$2.4M +$123K +8,274 +5%
BAM
361
Belpointe Asset Management
Nevada
$2.38M -$77.4K -5,202 -3%
SIC
362
Sigma Investment Counselors
Michigan
$2.37M +$34K +2,286 +1%
EWM
363
Elmwood Wealth Management
California
$2.32M -$26.5K -1,782 -1%
Susquehanna International Group
364
Susquehanna International Group
Pennsylvania
$2.3M -$5.45M -366,231 -70%
BCM
365
Brookstone Capital Management
Illinois
$2.26M -$190K -12,348 -8%
IFA
366
Index Fund Advisors
California
$2.25M -$593K -39,849 -21%
ASN
367
Advisory Services Network
Georgia
$2.25M +$1.2M +80,736 +115%
TAM
368
Townsend Asset Management
North Carolina
$2.23M -$101K -6,780 -4%
CCM
369
Condor Capital Management
New Jersey
$2.23M +$64.9K +4,359 +3%
BJL
370
Brighton Jones LLC
Washington
$2.17M -$45.4K -3,048 -2%
JCIA
371
Jackson Creek Investment Advisors
Colorado
$2.17M +$2.29K +141 +0.1%
MCM
372
Mainstay Capital Management
Michigan
$2.16M +$3.35K +225 +0.2%
GFP
373
Guardian Financial Partners
California
$2.15M +$150K +10,080 +7%
CA
374
Calton & Associates
Florida
$2.11M -$3.39M -227,907 -62%
VWA
375
VERITY Wealth Advisors
United States
$2.1M +$326K +21,933 +18%
13 14
15
16 17