SCHX icon

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 %
AIA
726
Armor Investment Advisors
North Carolina
$294K -$8.94K -600 -3%
FMII
727
Farmers & Merchants Investments Inc
Nebraska
$294K +$50.3K +3,378 +21%
ML
728
Mayport LLC
Massachusetts
$292K – – –
EFL
729
ERn Financial LLC
Wisconsin
$292K +$894 +60 +0.3%
SG
730
StoneX Group
New York
$290K -$3.57K -240 -1%
MCP
731
Mirador Capital Partners
California
$288K -$16.3K -1,095 -5%
CPP
732
Capasso Planning Partners
South Carolina
$287K -$18K -1,206 -6%
MCM
733
Murphy Capital Management
New Jersey
$287K – – –
PA
734
Parkside Advisors
California
$287K +$287K +19,278 New
FMWA
735
Forvis Mazars Wealth Advisors
Missouri
$286K +$65.9K +4,419 +30%
PIM
736
Penobscot Investment Management
Massachusetts
$285K – – –
SIMG
737
Sonora Investment Management Group
Arizona
$285K +$285K +19,125 New
GB
738
Goepper Burkhardt
South Carolina
$283K – – –
HPC
739
HM Payson & Co
Maine
$283K +$282K +18,927 +35,050%
WCM
740
Weik Capital Management
Pennsylvania
$280K – – –
CG
741
CFO4Life Group
Texas
$280K +$280K +18,579 New
JIC
742
Joel Isaacson & Co
New York
$279K – – –
RIM
743
Regent Investment Management
Kentucky
$277K -$1.47K -99 -0.5%
FC
744
Fusion Capital
South Carolina
$277K +$939 +63 +0.3%
HR
745
Howe & Rusling
New York
$275K +$8.84K +594 +3%
CCM
746
Colorado Capital Management
Colorado
$274K -$4.56K -306 -2%
ACM
747
AlphaStar Capital Management
North Carolina
$274K -$1.88K -126 -0.7%
PK
748
Pflug Koory
Nebraska
$272K +$38.4K +2,586 +16%
CTC
749
Central Trust Company
Missouri
$271K +$2.73K +183 +1%
DHFB
750
Dixon Hubard Feinour & Brown
Virginia
$270K – – –
28 29
30
31 32