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.

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
1
Creative Planning
Kansas
$671M
2
Charles Schwab
2
Charles Schwab
California
$1.74B
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$243M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$574M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$163M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.15B
2
AWS
2
AJ Wealth Strategies
New York
$152M
3
TCM
3
Tradewinds Capital Management
Washington
$326K
4
ADL
4
Asset Dedication LLC
California
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
BlueSky Wealth Advisors
North Carolina
$86.9M -$5.86M -393,705 -6%
Osaic Holdings
27
Osaic Holdings
Arizona
$82.6M +$3.7M +248,466 +5%
AT
28
American Trust
Kentucky
$71.1M -$2.09M -140,715 -3%
AssetMark Inc
29
AssetMark Inc
California
$70.5M -$9.32M -625,851 -12%
MW
30
Marcum Wealth
Ohio
$70.2M +$886K +59,502 +1%
UCFA
31
United Capital Financial Advisors
Texas
$68.9M -$1.61M -108,435 -2%
FWM
32
Frontier Wealth Management
Missouri
$66.6M +$31.7M +2,129,889 +91%
NQWM
33
Northwest Quadrant Wealth Management
Oregon
$64.2M +$1.17M +77,316 +2%
BSB
34
Bangor Savings Bank
Maine
$62.5M +$2.91M +195,153 +5%
AA
35
Apriem Advisors
California
$62.3M -$4.57M -306,984 -7%
RWM
36
RKL Wealth Management
Pennsylvania
$58.8M +$1.45M +97,416 +3%
SFA
37
Sequoia Financial Advisors
Ohio
$56.7M -$3.95M -265,542 -7%
Ameriprise
38
Ameriprise
Minnesota
$54.8M +$2.34M +156,963 +4%
Bank of America
39
Bank of America
North Carolina
$50.7M +$2.24M +150,630 +5%
OWM
40
Orgel Wealth Management
Wisconsin
$49.8M +$19.6M +1,318,569 +65%
FVWA
41
Foster Victor Wealth Advisors
South Carolina
$49.1M +$126K +8,364 +0.3%
CAM
42
Cresset Asset Management
Illinois
$49M -$238K -15,984 -0.5%
HWM
43
HB Wealth Management
Georgia
$48.1M +$28.9M +1,939,608 +151%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$45.4M -$18.3M -1,227,183 -29%
SC
45
Savant Capital
Illinois
$43.8M +$950K +63,789 +2%
WANY
46
Wealthspire Advisors (New York)
New York
$43.3M +$13.3M +894,888 +44%
Morgan Stanley
47
Morgan Stanley
New York
$41.7M -$97.4K -6,543 -0.2%
CWM
48
Curi Wealth Management
North Carolina
$41.3M +$3.3M +221,553 +9%
JIC
49
Johnson Investment Counsel
Ohio
$39.7M -$128K -8,631 -0.3%
IA
50
IFP Advisors
Florida
$38.6M – – –
1
2
3 4 5