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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 %
WWM
601
Windsor Wealth Management
Indiana
$573K -$557K -36,816 -49%
PFBT
602
Parkside Financial Bank & Trust
Missouri
$570K +$91.9K +6,171 +19%
NCM
603
Novare Capital Management
North Carolina
$565K -$51.4K -3,453 -8%
SBIA
604
Sheaff Brock Investment Advisors
Indiana
$563K – – –
TW
605
Transform Wealth
Colorado
$556K -$31.6K -2,121 -5%
KJWM
606
Kiley Juergens Wealth Management
Washington
$552K +$552K +37,116 New
PWA
607
Physician Wealth Advisors
Utah
$547K +$7.05K +435 +1%
AWE
608
Avidian Wealth Enterprises
Texas
$546K +$546K +36,672 New
AFS
609
Annapolis Financial Services
Maryland
$544K – – –
CIC
610
Cutler Investment Counsel
Oregon
$538K +$18K +1,209 +3%
SPP
611
Single Point Partners
Massachusetts
$529K – – –
AFA
612
American Financial Advisors
Georgia
$524K +$9.83K +660 +2%
FWI
613
Facet Wealth Inc
Maryland
$523K +$76.4K +5,133 +17%
AG
614
Ascent Group
Virginia
$517K -$72.5K -4,458 -12%
SWP
615
Strategic Wealth Partners
Ohio
$515K – – –
RWA
616
River Wealth Advisors
Pennsylvania
$515K +$73.6K +4,941 +17%
CIC
617
Carnegie Investment Counsel
Ohio
$514K -$95.6K -6,423 -16%
CA
618
Crewe Advisors
Utah
$510K +$402 +27 +0.1%
AIM
619
Acropolis Investment Management
Missouri
$507K +$507K +34,041 New
MCCP
620
Mission Creek Capital Partners
California
$503K – – –
MIP
621
Marietta Investment Partners
Wisconsin
$500K -$56.4K -3,789 -10%
LFG
622
Larson Financial Group
Missouri
$499K +$107K +7,179 +27%
PFA
623
Pinnacle Family Advisors
Missouri
$498K -$87.9K -5,904 -15%
TFP
624
Tilia Fiduciary Partners
North Carolina
$498K +$34.1K +2,268 +7%
TWA
625
TCI Wealth Advisors
Arizona
$491K +$10K +672 +2%
23 24
25
26 27