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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
1
Creative Planning
Kansas
$671M
2
Charles Schwab
2
Charles Schwab
California
$1.74B
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$243M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$574M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$163M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.15B
2
AWS
2
AJ Wealth Strategies
New York
$152M
3
TCM
3
Tradewinds Capital Management
Washington
$326K
4
ADL
4
Asset Dedication LLC
California
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Ashford Advisors
New York
$26.1M +$26.1M +1,751,118 New
BHB
77
Bank Hapoalim BM
Israel
$25.8M -$138K -9,300 -0.5%
MWP
78
Meridian Wealth Partners
Pennsylvania
$25.4M +$429K +28,833 +2%
SFMG
79
Sage Financial Management Group
Virginia
$25.3M +$3.38M +226,866 +15%
AAMA
80
Advanced Asset Management Advisors
Ohio
$25.2M – – –
DWM
81
Destination Wealth Management
California
$25M +$14.6M +980,880 +140%
FC
82
Financial Consulate
Maryland
$24.8M +$1.98M +132,816 +9%
AFS
83
Access Financial Services
Minnesota
$24.7M +$1.53M +102,639 +7%
AF
84
Allworth Financial
California
$24.6M +$14.8M +994,122 +151%
IWC
85
Integrated Wealth Concepts
Massachusetts
$24.5M +$6.48M +435,096 +36%
MTC
86
Matrix Trust Company
Colorado
$24.5M -$693K -46,521 -3%
RWP
87
Revolve Wealth Partners
New Jersey
$23.9M +$1.22M +81,636 +5%
NC
88
NewSquare Capital
Pennsylvania
$23.5M +$1.62M +109,005 +7%
BCI
89
Brinker Capital Investments
Pennsylvania
$23M -$747K -50,181 -3%
VAS
90
Valicenti Advisory Services
New York
$22.4M +$567K +38,070 +3%
BA
91
Ballast Advisors
Minnesota
$22.1M +$1.21M +81,108 +6%
DB
92
Dravo Bay
Delaware
$21.6M +$1.25M +79,878 +6%
FFN
93
Focus Financial Network
Minnesota
$21.5M -$287K -19,278 -1%
NFG
94
Northeast Financial Group
Pennsylvania
$21.3M -$3.93M -264,198 -16%
MF
95
Manchester Financial
California
$21.3M -$209K -14,016 -1%
MFGP
96
Marshall Financial Group (Pennsylvania)
Pennsylvania
$21.3M -$253K -17,019 -1%
SWA
97
Sutton Wealth Advisors
Florida
$21.2M +$5.27K +354 +0%
RCIM
98
Red Cedar Investment Management
Michigan
$20.8M +$759 +51 +0%
BA
99
Bristlecone Advisors
Washington
$20.4M -$398K -26,751 -2%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$20.3M -$3.09M -207,813 -13%
2 3
4
5 6