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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 %
Bessemer Group
826
Bessemer Group
New Jersey
$199K -$26.7K -1,788 -12%
TIA
827
Tiemann Investment Advisors
California
$195K – – –
GWM
828
Geneos Wealth Management
Colorado
$195K +$2.21K +147 +1%
M
829
MOTCO
Texas
$192K – – –
MW
830
Milestone Wealth
New York
$192K +$60.3K +4,059 +46%
ARIS
831
Advanced Research Investment Solutions
California
$179K – – –
PMFA
832
Plante Moran Financial Advisors
Michigan
$179K – – –
CSPIA
833
Cary Street Partners Investment Advisory
Virginia
$171K +$171K +11,514 New
BCMLT
834
Beacon Capital Management LLC (Tennessee)
Tennessee
$169K – – –
CF
835
Centaurus Financial
California
$160K -$147K -9,876 -48%
RF
836
Robbins Farley
New Hampshire
$160K -$12.2K -819 -7%
MIM
837
Macroview Investment Management
Maryland
$154K +$12.9K +864 +9%
WWM
838
Wagner Wealth Management
South Carolina
$146K -$145K -9,744 -50%
Fifth Third Bancorp
839
Fifth Third Bancorp
Ohio
$145K – – –
PG
840
Proffitt & Goodson
Tennessee
$143K – – –
PWMG
841
Prestige Wealth Management Group
New Jersey
$135K – – –
NG
842
NWK Group
California
$135K +$45 +3 +0%
SWM
843
Sugarloaf Wealth Management
Georgia
$131K – – –
IWP
844
IAG Wealth Partners
Wisconsin
$130K – – –
CFD
845
Creative Financial Designs
Indiana
$125K +$51.5K +3,465 +70%
AC
846
AlphaCore Capital
California
$121K -$19.3K -1,296 -14%
GWSG
847
GPS Wealth Strategies Group
Colorado
$117K +$14.5K +975 +14%
HFA
848
HC Financial Advisors
California
$113K -$16.8K -1,125 -13%
UB
849
UMB Bank
Missouri
$107K -$7.4K -498 -6%
RP
850
Rice Partnership
Hawaii
$105K – – –
32 33
34
35 36