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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 %
Baird Financial Group
801
Baird Financial Group
Wisconsin
$222K +$222K +14,901 New
LF
802
LifeSteps Financial
California
$221K -$758 -51 -0.3%
SSCA
803
South Shore Capital Advisors
Massachusetts
$217K – – –
BNP Paribas Financial Markets
804
BNP Paribas Financial Markets
France
$217K -$598K -40,161 -73%
VBWMG
805
Von Berge Wealth Management Group
California
$215K +$10.2K +684 +5%
OSAM
806
O'Shaughnessy Asset Management
Connecticut
$214K -$22.3K -1,497 -9%
SPIA
807
Steward Partners Investment Advisory
New York
$213K +$18.3K +1,230 +9%
FWIA
808
Fort Washington Investment Advisors
Ohio
$211K -$151K -10,170 -42%
WW
809
Westshore Wealth
California
$211K +$849 +57 +0.4%
BSI
810
Bennett Selby Investments
Maine
$210K +$9.05K +609 +5%
Jane Street
811
Jane Street
New York
$210K +$210K +14,100 New
BWA
812
Beam Wealth Advisors
Louisiana
$209K -$12.6K -849 -6%
TWM
813
Tradition Wealth Management
Minnesota
$209K -$6.21K -417 -3%
CWA
814
Clarity Wealth Advisors
California
$208K +$134 +9 +0.1%
RPG
815
Resource Planning Group
Georgia
$207K -$17.1K -1,149 -8%
MG
816
McCutchen Group
Washington
$207K – – –
EAM
817
Empirical Asset Management
Massachusetts
$206K – – –
SIMM
818
Stillwater Investment Management (Minnesota)
Minnesota
$206K +$3.93K +264 +2%
AW
819
Avion Wealth
Texas
$206K +$156K +10,500 +316%
PCM
820
Palouse Capital Management
Washington
$205K -$4.55K -306 -2%
CAG
821
Curtis Advisory Group
California
$204K +$204K +13,734 New
PCM
822
Parsons Capital Management
Rhode Island
$203K -$8.93K -600 -4%
YIH
823
Y-Intercept (HK)
Hong Kong
$203K +$203K +13,650 New
CDIA
824
Capital Directions Investment Advisors
Georgia
$202K +$13.1K +882 +7%
LGWM
825
Litman Gregory Wealth Management
California
$201K +$201K +13,521 New
31 32
33
34 35