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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 %
WTC
476
WhitTier Trust Company
Nevada
$1.19M +$167K +11,253 +16%
DI
477
DFPG Investments
Utah
$1.18M +$344K +22,833 +41%
CB
478
Commerce Bank
Missouri
$1.16M +$19.5K +1,308 +2%
Calamos Advisors
479
Calamos Advisors
Illinois
$1.16M +$26.9K +1,806 +2%
EVC
480
Eidelman Virant Capital
Missouri
$1.15M -$2.26K -150 -0.2%
TFS
481
Thoroughbred Financial Services
Tennessee
$1.13M -$122K -8,220 -10%
EAM
482
Evanson Asset Management
California
$1.12M -$256K -17,175 -19%
NA
483
NewEdge Advisors
Louisiana
$1.12M +$124K +8,352 +13%
CCMD
484
Cypress Capital Management (Delaware)
Delaware
$1.11M – – –
GRP
485
Global Retirement Partners
California
$1.11M +$3.26K +219 +0.3%
MFT
486
Moisand Fitzgerald Tamayo
Florida
$1.1M +$151K +10,161 +16%
YAL
487
Your Advocates Ltd
Texas
$1.1M -$5.44M -365,565 -83%
TPA
488
Trivium Point Advisory
Connecticut
$1.09M -$4.94M -321,384 -82%
AAS
489
Ameritas Advisory Services
Nebraska
$1.09M +$30.1K +2,019 +3%
FAG
490
Fortitude Advisory Group
Washington
$1.08M +$2.19K +147 +0.2%
GWA
491
GGM Wealth Advisors
Maryland
$1.07M -$89.5K -5,952 -8%
PA
492
Pinnacle Associates
New York
$1.07M -$30.4K -2,043 -3%
TCM
493
Twele Capital Management
Minnesota
$1.06M -$2.59K -174 -0.2%
JF
494
Joule Financial
Kentucky
$1.06M +$1.06M +71,031 New
OF
495
Outfitter Financial
Maine
$1.05M – – –
SQA
496
Simon Quick Advisors
New Jersey
$1.05M -$10.2K -627 -1%
LNC
497
Lincoln National Corp
Pennsylvania
$1.04M -$168K -11,274 -14%
KWM
498
Kingsview Wealth Management
Oregon
$1.04M +$174K +11,706 +20%
GBWM
499
Granite Bay Wealth Management
New Hampshire
$1.04M -$238K -16,011 -19%
HPWM
500
Highland Private Wealth Management
Washington
$1.03M -$13.9K -834 -1%
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