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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
1
Creative Planning
Kansas
$671M
2
Charles Schwab
2
Charles Schwab
California
$1.74B
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$243M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$574M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$163M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.15B
2
AWS
2
AJ Wealth Strategies
New York
$152M
3
TCM
3
Tradewinds Capital Management
Washington
$326K
4
ADL
4
Asset Dedication LLC
California
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$38.2M -$1.14M -76,299 -3%
VNA
52
Valley National Advisers
Pennsylvania
$36.5M +$2.42M +157,677 +7%
AWMG
53
Alliance Wealth Management Group
New Jersey
$35.2M -$1.15M -77,163 -3%
TCM
54
Towercrest Capital Management
Pennsylvania
$35.2M -$1.15M -77,163 -3%
RA
55
Riversedge Advisors
Delaware
$34.9M -$954K -64,062 -3%
SA
56
Scarborough Advisors
Maryland
$34.8M +$183K +12,324 +0.5%
JIP
57
Jaffetilchin Investment Partners
Florida
$33.9M +$138K +9,249 +0.4%
AWM
58
AE Wealth Management
Kansas
$32.9M +$25.3M +1,696,686 +331%
CMP
59
Courage Miller Partners
Virginia
$32.6M +$125K +8,376 +0.4%
OAM
60
Oak Asset Management
California
$32.6M +$32.6M +2,193,081 New
FMP
61
Financial Management Professionals
Texas
$32.2M +$3.22M +216,165 +11%
BO
62
BRR OpCo
Ohio
$31.6M +$1.49M +99,858 +5%
BFG
63
Berger Financial Group
Minnesota
$31.5M +$687K +46,116 +2%
BMM
64
Buffington Mohr McNeal
Idaho
$31M +$32.1K +2,154 +0.1%
AIP
65
Almanack Investment Partners
Pennsylvania
$30.7M +$3.95M +265,371 +15%
KBFS
66
Kohmann Bosshard Financial Services
Ohio
$30.4M -$5.98M -401,841 -16%
IAS
67
IMA Advisory Services
Colorado
$29.9M +$1.67M +112,158 +6%
MI
68
Moneywise Inc
Virginia
$29.1M -$647K -43,479 -2%
NSAM
69
North Star Asset Management
Wisconsin
$28.8M +$3.48M +233,928 +14%
PFM
70
Parsec Financial Management
North Carolina
$28.6M -$2.79M -187,080 -9%
RA
71
Rational Advisors
New York
$28.6M -$2.09M -140,532 -7%
AP
72
Appleton Partners
Massachusetts
$28.6M +$728K +48,933 +3%
NRI
73
NFP Retirement Inc
California
$27.8M +$1.39M +93,693 +5%
CWM
74
Congress Wealth Management
Massachusetts
$26.8M +$1.79M +120,162 +7%
AA
75
Ancora Advisors
Ohio
$26.1M -$341K -22,875 -1%
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