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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 %
SSB
551
Sandy Spring Bank
Maryland
$818K -$53.7K -3,606 -6%
SFG
552
StrategIQ Financial Group
Indiana
$818K -$6.25K -420 -0.8%
FG
553
Foster Group
Iowa
$817K +$58.7K +3,948 +8%
SWM
554
Spire Wealth Management
Virginia
$816K -$2.64M -177,513 -76%
APW
555
Aurora Private Wealth
New Jersey
$810K -$35.8K -2,406 -4%
RPGK
556
Retirement Planning Group (Kansas)
Kansas
$807K -$92.8K -6,234 -10%
CAM
557
Cozad Asset Management
Illinois
$796K +$6.97K +468 +0.9%
GAM
558
Garrison Asset Management
Arkansas
$781K -$4.2K -282 -0.5%
PAM
559
Peak Asset Management
Colorado
$772K +$536 +36 +0.1%
MCWS
560
McKinley Carter Wealth Services
West Virginia
$752K +$20.1K +1,350 +3%
BL
561
BFSG LLC
California
$745K -$1.3K -87 -0.2%
MCM
562
Maryland Capital Management
Maryland
$739K – – –
GHAM
563
Gilman Hill Asset Management
Connecticut
$734K +$543K +36,462 +283%
NP
564
NorthRock Partners
Minnesota
$728K -$26.8K -1,803 -4%
WFS
565
Walker Financial Services
Kentucky
$727K -$29.4K -1,974 -4%
CG
566
Caprock Group
Idaho
$719K +$491 +33 +0.1%
HP
567
HT Partners
Connecticut
$717K – – –
SF
568
Safeguard Financial
Wisconsin
$709K -$60.6K -4,068 -8%
GI
569
GS Investments
Minnesota
$698K +$3.38K +210 +0.5%
CA
570
Continuum Advisory
Idaho
$697K +$5.85K +393 +0.8%
Citadel Advisors
571
Citadel Advisors
Florida
$675K +$270K +18,135 +67%
GG
572
GenWealth Group
New Jersey
$654K – – –
WFA
573
Wade Financial Advisory
California
$650K +$27.3K +1,830 +4%
ASFA
574
All Season Financial Advisors
Colorado
$649K +$357 +24 +0.1%
CA
575
Clearstead Advisors
Ohio
$648K +$42.9K +2,877 +7%
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