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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 %
AIIMS
1001
Analyst IMS Investment Management Services
Israel
– -$226K -12,600 Closed
HCM
1002
HM Capital Management
Missouri
– -$223K -12,402 Closed
PAMG
1003
Patton Albertson Miller Group
Tennessee
– -$219K -12,207 Closed
HWA
1004
Heartwood Wealth Advisors
Virginia
– -$218K -12,150 Closed
RWA
1005
Redhawk Wealth Advisors
Minnesota
– -$217K -12,099 Closed
SL
1006
Summitry LLC
California
– -$215K -11,970 Closed
FM
1007
Foster & Motley
Ohio
– -$214K -11,910 Closed
FEG
1008
Fund Evaluation Group
Ohio
– -$213K -11,874 Closed
BSSFA
1009
Baron Silver Stevens Financial Advisors
Florida
– -$207K -11,544 Closed
SW
1010
SteelPeak Wealth
California
– -$207K -11,508 Closed
GP
1011
Girard Partners
Pennsylvania
– -$205K -11,466 Closed
WIP
1012
WealthCare Investment Partners
Rhode Island
– -$201K -11,421 Closed
WJWM
1013
Williams Jones Wealth Management
New York
– -$204K -11,385 Closed
AFA
1014
AllGen Financial Advisors
Florida
– -$203K -11,319 Closed
CWM
1015
Cadence Wealth Management
Massachusetts
– -$202K -11,235 Closed
CL
1016
Choreo LLC
Illinois
– -$201K -11,217 Closed
FFA
1017
Freedman Financial Associates
Massachusetts
– -$161K -8,886 Closed
SCA
1018
Sandy Cove Advisors
Massachusetts
– -$135K -7,500 Closed
LSA
1019
Lansing Street Advisors
Pennsylvania
– -$68K -3,858 Closed
GT
1020
Glenmede Trust
Pennsylvania
– -$57K -3,210 Closed
EPM
1021
Elm Partners Management
Pennsylvania
– -$52K -2,904 Closed
LWMNY
1022
Landmark Wealth Management (New York)
New York
– -$376 -1,128 Closed
SLWA
1023
San Luis Wealth Advisors
California
– -$37K -978 Closed
HA
1024
Herold Advisors
New York
– -$13.9K -774 Closed
T
1025
TCWP
Ohio
– -$12K -720 Closed
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