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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 %
GC
401
Garde Capital
Washington
$1.84M -$12.8K -858 -0.7%
CIR
402
Clear Investment Research
Georgia
$1.82M -$21.1K -1,419 -1%
CCWA
403
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.79M +$791K +53,133 +79%
GB
404
Gunma Bank
Japan
$1.79M +$1.79M +120,000 New
VCM
405
Vision Capital Management
Oregon
$1.79M +$663K +44,565 +59%
WCFA
406
Walkner Condon Financial Advisors
Wisconsin
$1.78M +$88.5K +5,946 +5%
Lazard Asset Management
407
Lazard Asset Management
New York
$1.76M – – –
AP
408
Advisor Partners
California
$1.74M -$12.3K -825 -0.7%
BFA
409
Beaumont Financial Advisors
Massachusetts
$1.73M – – –
MWA
410
MFA Wealth Advisors
Pennsylvania
$1.72M +$24.8K +1,668 +1%
SWM
411
SigFig Wealth Management
California
$1.7M +$102K +7,077 +6%
ECML
412
Eagle Capital Management (Louisiana)
Louisiana
$1.69M -$5.76K -387 -0.3%
JWM
413
JFG Wealth Management
Colorado
$1.68M +$1.68M +112,887 New
UIA
414
Ulland Investment Advisors
Minnesota
$1.67M -$456K -30,618 -21%
CST
415
Charles Schwab Trust
Nevada
$1.65M +$986K +66,234 +148%
AOWM
416
Alpha Omega Wealth Management
Virginia
$1.65M +$55.5K +3,729 +3%
BlackRock
417
BlackRock
New York
$1.63M +$199K +13,338 +14%
SWM
418
SeaCrest Wealth Management
New York
$1.63M -$50K -3,360 -3%
NHC
419
Nicholas Hoffman & Company
Georgia
$1.63M +$1.39M +93,450 +578%
VST
420
Van Strum & Towne
California
$1.63M -$22.3K -1,500 -1%
LFA
421
Landmark Financial Advisors
Kentucky
$1.6M -$67.2K -4,512 -4%
SWP
422
Stratos Wealth Partners
Ohio
$1.58M +$89K +5,982 +6%
RWA
423
Rainsberger Wealth Advisors
Colorado
$1.56M +$3.4K +228 +0.2%
TNA
424
True North Advisors
Texas
$1.54M +$80.7K +5,421 +6%
RC
425
Rovin Capital
Arizona
$1.54M -$19.1K -1,281 -1%
15 16
17
18 19