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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 %
WIM
501
Warwick Investment Management
Texas
$1.03M +$45 +3 +0%
IFS
502
Ifrah Financial Services
Arkansas
$1.02M +$3.4K +228 +0.3%
BPWM
503
Badgley Phelps Wealth Managers
Washington
$1.02M +$188K +12,642 +23%
VVP
504
Venture Visionary Partners
Ohio
$1.02M +$5.49K +369 +0.5%
LWAC
505
Laurel Wealth Advisors (California)
California
$1.01M -$50.5K -3,393 -5%
WIA
506
World Investment Advisors
California
$1M +$42K +2,565 +4%
BFG
507
Bouchey Financial Group
New York
$1M – – –
AWS
508
Atria Wealth Solutions
New York
$989K -$22.2K -1,494 -2%
PCM
509
Pennsylvania Capital Management
Pennsylvania
$986K -$125K -8,400 -11%
AIMC
510
Alley Investment Management Company
Illinois
$983K -$19.9K -1,338 -2%
CAL
511
Capital Advisors Ltd
Ohio
$983K +$973K +65,376 +10,136%
TCA
512
Transcend Capital Advisors
New Jersey
$978K -$2.37K -159 -0.2%
MIAN
513
Mariner Independent Advisor Network
Kansas
$966K -$67.3K -4,509 -7%
AC
514
Avant Capital
Louisiana
$966K -$34.9K -2,346 -3%
GGI
515
GPM Growth Investors
Michigan
$965K +$965K +64,836 New
FCH
516
Freestone Capital Holdings
Washington
$964K -$68K -4,566 -7%
FWCM
517
Ferguson Wellman Capital Management
Oregon
$963K -$12.5K -840 -1%
SWM
518
Southern Wealth Management
Texas
$962K +$2.72K +183 +0.3%
CCA
519
Column Capital Advisors
Indiana
$956K +$45 +3 +0%
AP
520
Adero Partners
California
$953K -$451K -30,162 -32%
BFS
521
Bradley Foster & Sargent
Connecticut
$950K +$93.4K +6,279 +11%
G
522
Gainplan
Michigan
$949K -$50.9K -3,414 -5%
IF
523
Ironwood Financial
Arizona
$942K +$63.3K +4,254 +7%
VWA
524
Visionary Wealth Advisors
Illinois
$930K -$17.6K -1,185 -2%
PWW
525
Pettyjohn Wood & White
Virginia
$930K +$5.8K +390 +0.6%
19 20
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