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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 %
BFPW
376
BOK Financial Private Wealth
Colorado
$2.1M -$6.07K -408 -0.3%
TDWM
377
Topel & Distasi Wealth Management
California
$2.08M – – –
CMBA
378
C.M. Bidwell & Associates
Hawaii
$2.05M -$24.1K -1,617 -1%
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$2.01M +$44.6K +2,994 +2%
WCM
380
Wealthcare Capital Management
Virginia
$2.01M +$95.2K +6,393 +5%
Nomura Asset Management
381
Nomura Asset Management
Japan
$2.01M – – –
TPCW
382
TD Private Client Wealth
New York
$2M – – –
RC
383
Roundview Capital
New Jersey
$2M +$10.9K +735 +0.6%
FCI
384
Financial Counselors Inc
Kansas
$1.98M +$21.6K +1,452 +1%
ECM
385
Elgethun Capital Management
South Dakota
$1.98M +$26.8K +1,812 +1%
1WM
386
1900 Wealth Management
Texas
$1.97M +$488K +32,778 +33%
AC
387
Abbrea Capital
California
$1.97M – – –
SCM
388
Stordahl Capital Management
Colorado
$1.94M -$39.1K -2,625 -2%
SFA
389
Seneca Financial Advisors
New York
$1.93M -$1.11M -74,517 -37%
JPLA
390
Joseph P. Lucia & Associates
New York
$1.93M -$75.9K -5,100 -4%
RF
391
RHS Financial
California
$1.9M +$473K +31,746 +33%
VFA
392
Valeo Financial Advisors
Indiana
$1.9M -$552K -37,092 -23%
SWA
393
Stratos Wealth Advisors
Ohio
$1.9M -$528K -35,460 -22%
APSI
394
Asset Planning Services Inc
Louisiana
$1.89M -$103K -6,900 -5%
FRA
395
Front Row Advisors
California
$1.88M -$15.6K -1,050 -0.8%
SG
396
Somerset Group
Minnesota
$1.88M +$4.11K +276 +0.2%
SPFA
397
Summit Place Financial Advisors
New Jersey
$1.88M +$190K +12,753 +11%
DSC
398
Duncker Streett & Co
Missouri
$1.86M -$303K -20,352 -14%
APP
399
Avantax Planning Partners
Iowa
$1.85M -$6.7K -450 -0.4%
SAS
400
Sanford Advisory Services
Michigan
$1.84M +$1.84M +123,333 New
14 15
16
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