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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 %
FANJ
976
Financial Architects (New Jersey)
New Jersey
– -$764K -42,576 Closed
BCP
977
Blackhawk Capital Partners
Wisconsin
– -$752K -41,895 Closed
BWM
978
Boyd Wealth Management
California
– -$634K -35,304 Closed
CL
979
CPWM LLC
Washington
– -$548K -30,522 Closed
AWA
980
Arkadios Wealth Advisors
Georgia
– -$402K -22,422 Closed
PAM
981
Premier Asset Management
Illinois
– -$381K -21,240 Closed
GC
982
Gratus Capital
Georgia
– -$352K -19,593 Closed
CWS
983
Cypress Wealth Services
California
– -$346K -19,248 Closed
Fisher Asset Management
984
Fisher Asset Management
Washington
– -$341K -19,020 Closed
NL
985
NWAM LLC
Washington
– -$335K -18,657 Closed
KA
986
Kovack Advisors
Florida
– -$332K -18,537 Closed
IC
987
Intersect Capital
California
– -$325K -18,132 Closed
LMKC
988
L.M. Kohn & Company
Ohio
– -$319K -17,742 Closed
ECM
989
Evergreen Capital Management
Washington
– -$294K -16,353 Closed
TFA
990
Teamwork Financial Advisors
Texas
– -$284K -15,816 Closed
FBFS
991
First Business Financial Services
Wisconsin
– -$280K -15,588 Closed
BF
992
BOK Financial
Oklahoma
– -$247K -13,734 Closed
CWP
993
Capital Wealth Planning
Florida
– -$244K -13,602 Closed
MWM
994
MBE Wealth Management
Wisconsin
– -$244K -13,590 Closed
SW
995
SVB Wealth
Massachusetts
– -$242K -13,473 Closed
CCMG
996
Clark Capital Management Group
Pennsylvania
– -$241K -13,410 Closed
RWB
997
RMR Wealth Builders
New Jersey
– -$239K -13,287 Closed
MA
998
MKT Advisors
California
– -$203K -12,954 Closed
WA
999
Wealth Architects
California
– -$232K -12,951 Closed
MCM
1000
Morton Capital Management
California
– -$231K -12,870 Closed
38 39
40
41 42