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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 %
WFA
651
WestHill Financial Advisors
California
$426K – – –
OCM
652
Orser Capital Management
Texas
$424K +$1.79K +120 +0.4%
MMA
653
Miracle Mile Advisors
California
$419K -$50.4K -3,384 -11%
BDF
654
Balasa Dinverno & Foltz
$419K +$43.8K +2,943 +12%
BFC
655
Bedel Financial Consulting
Indiana
$418K – – –
LWANC
656
Laurel Wealth Advisors (North Carolina)
North Carolina
$418K +$8.04K +540 +2%
IWN
657
Independent Wealth Network
Iowa
$417K +$48.7K +3,273 +13%
MG
658
Mather Group
Illinois
$416K +$89 +6 +0%
GF
659
Gries Financial
Ohio
$407K – – –
APW
660
Austin Private Wealth
Texas
$405K -$134K -9,018 -25%
TA
661
TrueWealth Advisors
Alabama
$404K +$191K +12,825 +90%
EW
662
Evoke Wealth
California
$402K – – –
EA
663
Evolution Advisers
Virginia
$399K – – –
BIAS
664
Beacon Investment Advisory Services
New Jersey
$393K +$17.8K +1,200 +5%
AA
665
Advisory Alpha
Michigan
$392K -$166K -11,181 -30%
SCA
666
Stillwater Capital Advisors
Pennsylvania
$390K – – –
GIA
667
GHP Investment Advisors
Colorado
$390K +$894 +60 +0.2%
MIC
668
Means Investment Company
Maine
$389K -$58.1K -3,900 -13%
CW
669
CreativeOne Wealth
Kansas
$385K +$23.1K +1,551 +6%
Franklin Resources
670
Franklin Resources
California
$383K – – –
GWM
671
Gray Wealth Management
Maine
$383K +$1.03K +69 +0.3%
IF
672
Intrua Financial
Texas
$380K – – –
SSW
673
Stone Summit Wealth
Florida
$379K -$22.7K -1,527 -6%
ARC
674
Advisor Resource Council
Texas
$378K +$378K +25,356 New
RG
675
Retirement Group
California
$377K +$241K +16,233 +178%
25 26
27
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