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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 %
CAI
451
Capital Advisors Inc
Oklahoma
$1.35M +$89.5K +6,012 +7%
WI
452
Wedgewood Investors
Pennsylvania
$1.35M – – –
OC
453
Oppenheimer & Co
New York
$1.34M -$6.88K -462 -0.5%
CSI
454
Cross Staff Investments
New York
$1.34M +$6.16K +414 +0.5%
OFS
455
Oldfather Financial Services
Nebraska
$1.33M +$42.1K +2,658 +3%
LIA
456
LBMC Investment Advisors
Tennessee
$1.33M +$217K +14,589 +20%
FT
457
Fiduciary Trust
Massachusetts
$1.32M +$1.32M +88,896 New
RWMH
458
Riverpoint Wealth Management Holdings
Illinois
$1.32M +$5.27K +354 +0.4%
SCM
459
Spreng Capital Management
Ohio
$1.32M -$74.6K -4,857 -5%
HIF
460
Hill Island Financial
Michigan
$1.31M +$5.32K +357 +0.4%
RBA
461
Richard Bernstein Advisors
New York
$1.31M +$10.1K +675 +0.8%
TF
462
TIAA FSB
Florida
$1.29M +$65.8K +4,422 +5%
BC
463
Burleson & Co
California
$1.28M +$3.89K +261 +0.3%
DTC
464
Davidson Trust Company
Washington
$1.27M – – –
DWP
465
Destiny Wealth Partners
Florida
$1.27M -$107K -7,197 -8%
FNBT
466
FineMark National Bank & Trust
Florida
$1.26M +$110K +7,374 +10%
Janney Montgomery Scott
467
Janney Montgomery Scott
Pennsylvania
$1.26M +$199K +13,269 +19%
NFG
468
Nations Financial Group
Iowa
$1.24M +$34K +2,283 +3%
TA
469
Tiedemann Advisors
New York
$1.23M +$236K +15,840 +24%
JWA
470
JFS Wealth Advisors
Pennsylvania
$1.23M -$59.2K -3,978 -5%
ZF
471
Zhang Financial
Michigan
$1.23M -$827K -55,548 -40%
HWMG
472
Hurlow Wealth Management Group
Indiana
$1.22M -$7.05K -474 -0.6%
MA
473
Modus Advisors
Minnesota
$1.22M +$65.7K +4,416 +6%
FCM
474
Firestone Capital Management
Florida
$1.2M +$8.97K +603 +0.8%
WP
475
WealthShield Partners
North Carolina
$1.2M +$53.8K +3,612 +5%
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