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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 %
FMN
676
Financial Management Network
California
$373K +$1.53K +102 +0.4%
WPA
677
West Paces Advisors
Georgia
$371K +$289K +19,395 +349%
MP
678
McDonald Partners
Ohio
$371K -$8.93K -600 -2%
BTI
679
Blue Trust Inc
Georgia
$371K +$371K +20,682 New
RTS
680
Round Table Services
New Jersey
$369K +$50.7K +3,402 +16%
GG
681
Gofen & Glossberg
Illinois
$366K – – –
BWP
682
BSW Wealth Partners
Colorado
$363K +$89 +6 +0%
SF
683
Summit Financial
New Jersey
$362K +$1.74K +117 +0.5%
MSA
684
McAlister Sweet & Associates
Texas
$362K +$9.61K +645 +3%
Principal Financial Group
685
Principal Financial Group
Iowa
$360K – – –
MWA
686
Motive Wealth Advisors
Michigan
$359K – – –
RFA
687
Resurgent Financial Advisors
Georgia
$352K +$1.43K +96 +0.4%
MA
688
Mutual Advisors
Nebraska
$350K +$35.1K +2,355 +11%
SB
689
Strategic Blueprint
Georgia
$349K +$8.57K +576 +3%
WAM
690
Worth Asset Management
Texas
$345K -$2.81M -188,691 -89%
BWM
691
BlackDiamond Wealth Management
New York
$344K +$344K +22,017 New
QCG
692
Quadrant Capital Group
Ohio
$340K +$4.83K +324 +1%
PAM
693
Private Asset Management
California
$338K -$7.15K -480 -2%
HI
694
Hudock Inc
Pennsylvania
$338K +$535 +36 +0.2%
PFA
695
Plotkin Financial Advisors
Maryland
$334K +$102K +6,861 +44%
LHEI
696
Leo H. Evart Inc
California
$333K +$1.34K +90 +0.4%
BCM
697
BTR Capital Management
California
$330K – – –
MAG
698
Mayfair Advisory Group
Alabama
$330K +$104K +6,375 +46%
WC
699
Wealth CMT
New Jersey
$329K -$513K -34,479 -61%
TCM
700
Tradewinds Capital Management
Washington
$326K -$24.5M -1,644,879 -99%
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