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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 %
AWM
926
Aberdeen Wealth Management
Illinois
$9K – – –
HCM
927
Horrell Capital Management
Arkansas
$9K – – –
CSB
928
City State Bank
Iowa
$9K – – –
LDFR
929
Lehman & Derafelo Financial Resources
Pennsylvania
$9K +$9K +588 New
CCM
930
Chilton Capital Management
Texas
$9K +$9K +618 New
CCM
931
Covington Capital Management
California
$8K -$4.05K -264 -34%
ODG
932
O'Dell Group
Ohio
$8K – – –
GSAM
933
Grant Street Asset Management
Pennsylvania
$7.1K -$487 -32,739 -6%
First Manhattan
934
First Manhattan
New York
$7K – – –
SCA
935
Stonebridge Capital Advisors
Minnesota
$6K -$171 -12 -3%
SWA
936
SOA Wealth Advisors
New York
$5K – – –
EI
937
Ellevest Inc
New York
$5K – – –
KA
938
Kozak & Associates
Colorado
$5K +$2.5K +153 +100%
FFA
939
Fairfield Financial Advisors
Massachusetts
$4.62K – – –
BCM
940
Bourgeon Capital Management
Connecticut
$4K – – –
HDIM
941
Hanson & Doremus Investment Management
Vermont
$4K – – –
PFA
942
Professional Financial Advisors
Nebraska
$4K +$41 +3 +1%
KFI
943
Key Financial Inc
Pennsylvania
$4K +$4K +270 New
CI
944
CX Institutional
Indiana
$4K +$4K +300 New
Bank of Montreal
945
Bank of Montreal
Ontario, Canada
$3.15K +$42 +2,763 +1%
OAJ
946
Ogorek Anthony Joseph
New York
$3K -$146 -12 -5%
MA
947
Montag & Associates
Georgia
$3K – – –
FWM
948
Focused Wealth Management
New York
$3K – – –
TC
949
Truvestments Capital
Florida
$3K +$3K +195 New
ACA
950
Atlas Capital Advisors
Wyoming
$2.95K – – –
36 37
38
39 40