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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 %
CWM
426
CCG Wealth Management
California
$1.54M -$16.1K -1,083 -1%
AWM
427
Altium Wealth Management
New York
$1.52M +$250K +16,758 +20%
SBH
428
Segall Bryant & Hamill
Illinois
$1.52M -$12.4K -834 -0.8%
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$1.52M -$267K -17,958 -15%
GPFA
430
Game Plan Financial Advisors
Ohio
$1.51M -$62.2K -4,200 -4%
PCA
431
Personal Capital Advisors
California
$1.47M +$449K +30,165 +44%
NGA
432
Naples Global Advisors
Florida
$1.47M +$38.4K +2,577 +3%
CFO
433
Collective Family Office
Pennsylvania
$1.46M +$1.17M +78,255 +395%
IC
434
IEQ Capital
California
$1.45M +$759 +51 +0.1%
ZIMP
435
Zimmermann Investment Management & Planning
Pennsylvania
$1.44M +$1.44M +96,492 New
AF
436
Advisornet Financial
Minnesota
$1.44M -$81.4K -5,466 -5%
APG
437
Abacus Planning Group
South Carolina
$1.43M -$73.2K -4,920 -5%
AIS
438
American Investment Services
Massachusetts
$1.43M – – –
JWBC
439
John W. Brooker & Co
California
$1.43M -$180K -12,063 -11%
FAIM
440
Financial Advocates Investment Management
Washington
$1.42M -$2.16M -145,266 -60%
CA
441
Capital Advantage
California
$1.41M -$17K -1,140 -1%
TC
442
TownSquare Capital
Utah
$1.41M +$96.2K +6,465 +7%
CCFM
443
Clear Creek Financial Management
Washington
$1.39M – – –
NF
444
NTB Financial
Colorado
$1.39M -$1.12K -75 -0.1%
PL
445
Plancorp LLC
Missouri
$1.38M – – –
FM
446
Family Management
New York
$1.37M -$42K -2,820 -3%
FA
447
Fagan Associates
New York
$1.36M +$85.2K +5,724 +7%
BWM
448
BT Wealth Management
Georgia
$1.36M +$759 +51 +0.1%
HI
449
Human Investing
Oregon
$1.35M +$105K +7,068 +8%
AMG
450
Advisors Management Group
Wisconsin
$1.35M +$45.2K +3,036 +3%
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