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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 %
GFPC
951
Global Financial Private Client
Florida
$2.89K – – –
PFS
952
Prospera Financial Services
Texas
$2K -$7.61K -411 -79%
CMA
953
Cedar Mountain Advisors
Oregon
$2K -$1.91K -126 -49%
EWA
954
EverSource Wealth Advisors
Alabama
$2K – – –
BA
955
Bellwether Advisors
Nebraska
$2K – – –
WT
956
Whittier Trust
California
$2K – – –
MFC
957
Mechanics Financial Corp
Ohio
$2K +$2K +162 New
MRCM
958
M&R Capital Management
New Jersey
$2K +$2K +171 New
RDIA
959
RE Dickinson Investment Advisors
Iowa
$1.63K -$156 -10,449 -9%
AR
960
Apeiron RIA
Texas
$1.61K +$1.61K +10,848 New
GEA
961
Glen Eagle Advisors
New Jersey
$1.26K -$2.33K -156 -65%
PP
962
PrairieView Partners
Minnesota
$1K – – –
RCM
963
Raleigh Capital Management
North Carolina
$1K – – –
SWM
964
Selective Wealth Management
Virginia
$1K – – –
CFFP
965
Center for Financial Planning
Michigan
$1K – – –
NL
966
NVWM LLC
Pennsylvania
$1K +$1K +84 New
WIM
967
Westside Investment Management
California
$7 – – –
ADL
968
Asset Dedication LLC
California
– -$20M -1,113,597 Closed
CP
969
Capital Planning
Washington
– -$9.42M -524,574 Closed
CCM
970
Ciovacco Capital Management
Georgia
– -$7.26M -404,463 Closed
AWM
971
Aries Wealth Management
Maine
– -$5.46M -303,984 Closed
EWA
972
EP Wealth Advisors
California
– -$4.12M -229,566 Closed
BC
973
Brio Consultants
California
– -$3.08M -171,705 Closed
OCG
974
Opus Capital Group
Ohio
– -$2.7M -150,459 Closed
CWA
975
Choice Wealth Advisors
Maine
– -$1.23M -69,090 Closed
37 38
39
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