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 %
Millennium Management
751
Millennium Management
New York
$266K +$266K +17,883 New
TP
752
Tranquility Partners
Tennessee
$265K – – –
RCA
753
Reitz Capital Advisors
Michigan
$263K -$273K -18,390 -51%
GA
754
Geller Advisors
New York
$261K – – –
C
755
CEDRUS
Colorado
$260K -$139K -9,309 -35%
WPW
756
Warther Private Wealth
Ohio
$260K -$194K -12,897 -43%
TC
757
Titleist Capital
Texas
$260K -$120K -8,031 -31%
ABC
758
Associated Banc-Corp
Wisconsin
$260K – – –
SEIA
759
Signature Estate & Investment Advisors
California
$260K +$583 +39 +0.2%
HCMT
760
Highland Capital Management (Tennessee)
Tennessee
$259K – – –
MCC
761
Money Concepts Capital
Florida
$258K -$102K -6,786 -28%
JWCA
762
J.W. Cole Advisors
Florida
$257K -$23.5K -1,584 -8%
SWM
763
Seaside Wealth Management
California
$257K +$257K +15,852 New
GBT
764
Grove Bank & Trust
Florida
$255K – – –
CIAS
765
Capital Investment Advisory Services
North Carolina
$255K +$892 +60 +0.4%
ESB
766
Essex Savings Bank
Connecticut
$254K -$9.17K -615 -3%
APA
767
American Portfolios Advisors
New York
$252K -$21.2K -1,422 -8%
RPA
768
Rock Point Advisors
Vermont
$251K -$2.01K -135 -0.8%
RCA
769
Riverview Capital Advisers
Massachusetts
$250K +$893 +60 +0.4%
NFC
770
Northeast Financial Consultants
Connecticut
$250K – – –
VIA
771
Vident Investment Advisory
Georgia
$250K +$250K +16,788 New
CGFA
772
Colton Groome Financial Advisors
North Carolina
$249K – – –
KA
773
Klingman & Associates
New York
$249K +$249K +16,737 New
BAM
774
Bellevue Asset Management
Washington
$247K – – –
HWMA
775
Heritage Wealth Management (Arizona)
Arizona
$243K -$1.85M -124,314 -88%
29 30
31
32 33