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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 %
FPCG
576
Fort Pitt Capital Group
Pennsylvania
$638K +$5.09K +342 +0.8%
RGF
577
Retirement Guys Formula
Ohio
$638K +$158K +10,596 +33%
SMC
578
Smith, Moore & Co
Missouri
$637K -$9.47K -636 -1%
AMIM
579
Aull & Monroe Investment Management
Alabama
$636K -$2.28K -153 -0.4%
PPP
580
Private Portfolio Partners
New Jersey
$630K – – –
Jones Financial Companies
581
Jones Financial Companies
Missouri
$629K +$126K +8,448 +25%
SAM
582
Summit Asset Management
Tennessee
$626K -$54.5K -3,660 -8%
HWA
583
Heritage Wealth Advisors
Virginia
$625K -$11.5K -771 -2%
C
584
Certuity
Florida
$622K -$20.3K -1,362 -3%
LRPA
585
L. Roy Papp & Associates
Arizona
$622K – – –
LWM
586
Lyell Wealth Management
California
$618K -$29.7K -1,992 -5%
OFG
587
Orcam Financial Group
California
$616K +$89 +6 +0%
RCC
588
Red Cedar Capital
Nebraska
$615K – – –
FPS
589
Fieldpoint Private Securities
Connecticut
$611K -$1.82M -122,403 -75%
JCM
590
Jacobsen Capital Management
Utah
$598K -$27.6K -1,857 -4%
DACG
591
Donor Advised Charitable Giving
California
$596K +$43.7K +2,934 +8%
BI
592
Blooom Inc
Kansas
$593K -$20.8K -1,392 -3%
RSWM
593
Robertson Stephens Wealth Management
California
$593K +$355K +23,874 +149%
CAM
594
Carret Asset Management
New York
$592K – – –
HIG
595
Heritage Investment Group
Florida
$588K – – –
PAS
596
Park Avenue Securities
New York
$588K +$167K +11,211 +40%
KWS
597
Keystone Wealth Services
California
$586K -$444K -29,850 -43%
PWM
598
Praetorian Wealth Management
California
$578K +$578K +38,829 New
FWA
599
FSM Wealth Advisors
Ohio
$577K +$577K +35,328 New
IWM
600
IHT Wealth Management
Illinois
$576K +$26.7K +1,794 +5%
22 23
24
25 26