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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 %
OPS
626
Orion Portfolio Solutions
Nebraska
$491K +$106K +7,128 +28%
CA
627
Cetera Advisors
Colorado
$485K -$105K -7,062 -18%
HIC
628
Hartline Investment Corp
Illinois
$485K +$10.5K +345 +2%
Prudential Financial
629
Prudential Financial
New Jersey
$480K +$87.1K +5,805 +22%
CWA
630
CM Wealth Advisors
Ohio
$478K +$478K +32,124 New
HWA
631
HHM Wealth Advisors
Tennessee
$478K -$10.3K -690 -2%
BWFA
632
Baltimore-Washington Financial Advisors
Maryland
$478K +$448K +30,174 +1,519%
BMM
633
Berkshire Money Management
Massachusetts
$472K +$3.12K +210 +0.7%
GCP
634
Gill Capital Partners
Colorado
$471K – – –
CA
635
CGN Advisors
Kansas
$471K +$89 +6 +0%
MBTD
636
Mechanics Bank - Trust Department
California
$462K – – –
VCM
637
Vigilant Capital Management
Maine
$461K -$9.03K -606 -2%
RIM
638
Rockbridge Investment Management
New York
$453K -$1.49M -100,191 -77%
TWM
639
Tanglewood Wealth Management
Texas
$450K -$58.9K -3,960 -12%
DFA
640
DHJJ Financial Advisors
Illinois
$449K +$447 +30 +0.1%
OFG
641
Oxford Financial Group
Indiana
$446K +$5.32K +357 +1%
PAM
642
Pegasus Asset Management
New York
$446K +$9.83K +660 +2%
RCAG
643
Rehmann Capital Advisory Group
Michigan
$445K +$1.79K +120 +0.4%
SPC
644
Stewart & Patten Company
California
$442K -$4.47K -300 -1%
S
645
SignatureFD
Georgia
$441K +$32.6K +2,190 +8%
CA
646
Claro Advisors
Massachusetts
$440K +$152K +10,209 +53%
MIM
647
Moseley Investment Management
Florida
$433K +$156K +10,443 +56%
TWM
648
Thrive Wealth Management
Pennsylvania
$430K -$199K -13,377 -32%
DWM
649
Dakota Wealth Management
Florida
$429K +$3.31K +222 +0.8%
OC
650
Oarsman Capital
Wisconsin
$428K +$894 +60 +0.2%
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