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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 %
GIA
526
Gladstone Institutional Advisory
Florida
$929K -$85.2K -5,727 -8%
HIC
527
Holderness Investments Company
North Carolina
$927K -$230K -15,459 -20%
EFG
528
Everhart Financial Group
Ohio
$923K +$27.4K +1,842 +3%
LWM
529
Loveless Wealth Management
Montana
$921K +$23.1K +1,554 +3%
GVAG
530
Great Valley Advisor Group
Delaware
$913K +$736K +49,512 +417%
JG
531
Jefferies Group
New York
$911K -$283K -19,026 -24%
TYCC
532
Texas Yale Capital Corp
Florida
$911K +$228K +15,300 +33%
WSTAM
533
Wilbanks Smith & Thomas Asset Management
Virginia
$904K +$376K +25,260 +71%
MCM
534
Manchester Capital Management
Vermont
$892K – – –
Brown Advisory
535
Brown Advisory
Maryland
$886K +$141K +9,453 +19%
SC
536
Slow Capital
California
$875K -$25.1K -1,689 -3%
RDFA
537
Ritter Daniher Financial Advisory
Ohio
$873K -$5.89K -396 -0.7%
AIM
538
Aspen Investment Management
Michigan
$871K -$25.3K -1,698 -3%
SC
539
Schoolcraft Capital
Colorado
$866K -$9.92K -666 -1%
SFS
540
Security Financial Services
Indiana
$865K – – –
KIA
541
KCM Investment Advisors
California
$862K -$97.4K -6,540 -10%
ANTB
542
AMG National Trust Bank
Colorado
$856K -$102K -6,297 -11%
TC
543
Tenret Company
Florida
$855K – – –
YIA
544
YHB Investment Advisors
Connecticut
$849K -$446 -30 -0.1%
PFGIA
545
Patriot Financial Group Insurance Agency
Massachusetts
$845K +$86K +5,778 +11%
VPIM
546
Vanguard Personalized Indexing Management
California
$842K -$8.49K -570 -1%
William Blair & Company
547
William Blair & Company
Illinois
$841K -$110K -7,419 -12%
CC
548
Callan Capital
California
$838K -$45.6K -3,060 -5%
PFO
549
Pathstone Family Office
New Jersey
$835K +$835K +56,085 New
EK
550
Evensky & Katz
Florida
$823K -$6.52K -438 -0.8%
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