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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 %
PAI
851
Pittenger & Anderson Inc
Nebraska
$105K – – –
AWM
852
Accel Wealth Management
Iowa
$105K – – –
HCP
853
Hexagon Capital Partners
Arkansas
$104K +$41.3K +2,769 +66%
SIS
854
Sound Income Strategies
Florida
$101K – – –
LC
855
Lindbrook Capital
California
$101K +$96.5K +6,489 +2,163%
LFA
856
Level Financial Advisors
New York
$100K +$3.21K +216 +3%
KTC
857
Kistler-Tiffany Companies
Pennsylvania
$100K +$100K +6,699 New
LWA
858
Lowe Wealth Advisors
Maryland
$98K – – –
LB
859
Legacy Bridge
Iowa
$97K – – –
SIAP
860
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$96K – – –
BW
861
Bison Wealth
Georgia
$91K +$224 +15 +0.2%
POIA
862
Pin Oak Investment Advisors
Texas
$89K – – –
PFP
863
Pinnacle Financial Partners
Tennessee
$89K – – –
ECG
864
Edge Capital Group
Georgia
$83K -$3.47M -163,536 -98%
SIM
865
Studio Investment Management
Illinois
$83K +$83K +5,568 New
BWA
866
BDO Wealth Advisors
Florida
$81K +$4.56K +306 +6%
Deutsche Bank
867
Deutsche Bank
Germany
$79K – – –
CA
868
CoreCap Advisors
Michigan
$72K +$72K +4,854 New
BWM
869
Baystate Wealth Management
Massachusetts
$65K +$89 +6 +0.1%
GWM
870
Guardian Wealth Management
Illinois
$54K +$135 +9 +0.3%
CFGS
871
Concourse Financial Group Securities
Alabama
$50K -$27.4K -1,833 -35%
NFSG
872
Newbridge Financial Services Group
Florida
$48K -$3.25K -219 -6%
LPP
873
Life Planning Partners
Florida
$48K – – –
TFM
874
TFC Financial Management
Massachusetts
$46K – – –
BWL
875
Bogart Wealth LLC
Virginia
$46K +$177 +12 +0.4%
33 34
35
36 37