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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
$671M
2
Charles Schwab
Charles Schwab
California
$1.74B
3
MGIA
Moneta Group Investment Advisors
Missouri
$243M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$574M
5
PCIA
Prime Capital Investment Advisors
Kansas
$163M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$4.15B
2
AWS
AJ Wealth Strategies
New York
$152M
3
TCM
Tradewinds Capital Management
Washington
$326K
4
ADL
Asset Dedication LLC
California
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
901
Qube Research & Technologies (QRT)
United Kingdom
$27K +$19.5K +1,299 +258%
JFA
902
JNBA Financial Advisors
Minnesota
$26K +$21.6K +1,428 +486%
TF
903
TimeScale Financial
Massachusetts
$25K +$44 +3 +0.2%
HWM
904
HighMark Wealth Management
Minnesota
$25K +$91 +6 +0.4%
SAM
905
Strategic Asset Management
Minnesota
$24K +$4.55K +300 +23%
CWM
906
Cedar Wealth Management
California
$23K – – –
Citigroup
907
Citigroup
New York
$20K -$12.5K -852 -39%
WT
908
Washington Trust
Rhode Island
$20K – – –
PP
909
Pacifica Partners
Canada
$20K +$10K +648 +100%
APW
910
Acima Private Wealth
Virginia
$19.9K – – –
ACK
911
Andrew C. Karlinski
$19K -$492 -33 -3%
PGAM
912
Princeton Global Asset Management
New Jersey
$19K +$91 +6 +0.5%
PH
913
Pinnacle Holdings
Oklahoma
$15.9K +$15.9K +1,071 New
CAAS
914
Capital Asset Advisory Services
Michigan
$14K -$15.7K -1,050 -53%
JHCP
915
Jackson Hole Capital Partners
Oklahoma
$14K – – –
MBFW
916
Morton Brown Family Wealth
Pennsylvania
$14K +$14K +954 New
HS
917
Horan Securities
United States
$13K – – –
AWM
918
Atticus Wealth Management
Florida
$13K +$12.1K +828 +1,380%
TCWM
919
Total Clarity Wealth Management
Illinois
$13K +$13K +903 New
AAP
920
Arax Advisory Partners
Colorado
$11K -$11.5K -804 -51%
KSWA
921
Kathleen S. Wright Associates
Pennsylvania
$10K -$34.1K -2,217 -77%
GI
922
Gradient Investments
Minnesota
$10K -$4.66K -309 -32%
MAM
923
Marquette Asset Management
Minnesota
$10K – – –
DWMG
924
DB Wealth Management Group
California
$10K +$667 +45 +7%
CSB
925
City State Bank
Iowa
$9K – – –
35 36
37
38 39