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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 %
GGI
701
Godsey & Gibb Inc
Virginia
$325K +$325K +21,819 New
H
702
HoyleCohen
California
$324K -$26.8K -1,800 -8%
HHGA
703
Halbert Hargrove Global Advisors
California
$324K – – –
M&T Bank
704
M&T Bank
New York
$322K +$109K +11,427 +51%
PP
705
Patten & Patten
Tennessee
$321K – – –
IWA
706
Intercontinental Wealth Advisors
Texas
$320K +$320K +21,480 New
HGWM
707
Horst & Graben Wealth Management
Oregon
$319K +$63.5K +4,257 +25%
AWM
708
Aspire Wealth Management
Massachusetts
$317K +$25K +1,677 +9%
DADC
709
D.A. Davidson & Co
Montana
$316K -$8.66K -582 -3%
SHWM
710
Silicon Hills Wealth Management
Texas
$315K -$85.7K -5,754 -21%
MFG
711
Merit Financial Group
Georgia
$313K +$313K +21,003 New
LB
712
Leo Brokerage
Texas
$310K +$25.5K +1,713 +9%
AIM
713
AHL Investment Management
Florida
$307K -$1.61K -108 -0.5%
OBWG
714
Onyx Bridge Wealth Group
New York
$306K +$306K +19,638 New
CCG
715
Cypress Capital Group
Florida
$305K -$195K -13,080 -39%
FPW
716
Flagship Private Wealth
Massachusetts
$305K – – –
Koshinski Asset Management
717
Koshinski Asset Management
Illinois
$305K +$894 +60 +0.3%
AL
718
ACAS LLC
California
$302K -$6.87K -423 -2%
MCA
719
MSH Capital Advisors
Arizona
$302K +$23.6K +1,584 +8%
IAA
720
Independent Advisor Alliance
North Carolina
$301K -$18.9K -1,269 -6%
ACM
721
Armbruster Capital Management
New York
$301K – – –
HFS
722
Heritage Financial Services
Massachusetts
$299K – – –
FCA
723
FinTrust Capital Advisors
South Carolina
$298K -$51.7K -3,321 -15%
SGK
724
Steigerwald Gordon & Koch
Virginia
$298K +$298K +20,028 New
JPMorgan Chase & Co
725
JPMorgan Chase & Co
New York
$295K -$22K -1,473 -7%
27 28
29
30 31