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 %
EVM
776
Eaton Vance Management
Massachusetts
$242K -$73.8K -4,968 -23%
GA
777
Gateway Advisory
New Jersey
$242K +$1.47K +99 +0.6%
SAA
778
Southeast Asset Advisors
Georgia
$240K – – –
HNB
779
Huntington National Bank
Ohio
$239K -$284K – –
CT
780
Cambridge Trust
Massachusetts
$238K – – –
BBA
781
Braun-Bostich & Associates
Pennsylvania
$238K +$238K +15,996 New
PIP
782
Peachtree Investment Partners
Florida
$237K -$248K -16,716 -51%
ASI
783
Advisory Services & Investments
Oregon
$235K -$271K -18,195 -54%
PFA
784
Pathway Financial Advisors
Vermont
$233K – – –
FFWM
785
Future Financial Wealth Management
Ohio
$233K – – –
RIS
786
Retirement Income Solutions
Michigan
$232K – – –
FWM
787
Fortress Wealth Management
California
$231K -$59.8K -4,020 -21%
CIA
788
Capital Investment Advisors
Georgia
$231K +$446 +30 +0.2%
LW
789
Linscomb Wealth
Texas
$231K +$50.8K +3,414 +28%
DIA
790
Dana Investment Advisors
Wisconsin
$231K +$62.1K +4,164 +37%
CPA
791
Cardiff Park Advisors
California
$230K -$26.8K -1,797 -10%
SOS
792
Silver Oak Securities
Tennessee
$230K +$230K +14,727 New
HIM
793
Harbour Investment Management
Washington
$229K +$18.3K +1,230 +9%
GW
794
GW & Wade
Massachusetts
$226K -$2.06K -138 -0.9%
CA
795
Cambridge Advisors
Nebraska
$226K +$1.38K +93 +0.6%
WCA
796
Waypoint Capital Advisors
Minnesota
$226K +$3.21K +216 +1%
Comerica Bank
797
Comerica Bank
Texas
$225K -$5.91K -381 -3%
FLA
798
Financial Life Advisors
Texas
$223K – – –
AAM
799
Austin Asset Management
Texas
$222K -$166K -11,130 -43%
VCWA
800
Vanguard Capital Wealth Advisors
Colorado
$222K -$55K -3,699 -20%
30 31
32
33 34