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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 %
KCPG
101
Kavar Capital Partners Group
Kansas
$20.1M +$607K +40,773 +3%
AIM
102
Athena Investment Management
California
$20.1M +$1.8M +120,741 +10%
CG
103
Colony Group
Massachusetts
$20.1M -$779K -52,341 -4%
SJIM
104
St. Johns Investment Management
Florida
$19.9M +$138K +9,243 +0.7%
KAS
105
Kestra Advisory Services
Texas
$19.8M +$18.3M +1,229,694 +1,216%
KWM
106
Kolinsky Wealth Management
New Jersey
$19.7M +$155K +10,428 +0.8%
CCA
107
Clearwater Capital Advisors
Illinois
$19M -$1.1M -73,833 -5%
VC
108
Veery Capital
Delaware
$18.8M +$205K +13,767 +1%
FI
109
FIDELIS iM
Oregon
$17.7M +$4.12M +276,801 +30%
5L
110
55I LLC
Massachusetts
$17.4M +$10.9M +733,380 +169%
D
111
Diversified
Delaware
$17.3M +$3.2M +214,671 +23%
GG
112
Greenwood Gearhart
Arkansas
$17.3M +$7.17M +481,779 +71%
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$16.9M -$1.74M -117,117 -9%
PWA
114
Pillar Wealth Advisors
Pennsylvania
$16.8M +$7.41K +498 +0%
MCM
115
MAI Capital Management
Ohio
$16.7M +$132K +8,844 +0.8%
SFG
116
SNS Financial Group
Minnesota
$16.7M +$1.66M +111,432 +11%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$16.7M +$58.3K +3,915 +0.4%
DAS
118
Dynamic Advisor Solutions
Arizona
$16.6M +$1.22M +81,954 +8%
PAG
119
Powers Advisory Group
Illinois
$16.4M +$287K +19,275 +2%
Wells Fargo
120
Wells Fargo
California
$16.3M +$1.32M +88,422 +9%
NDSI
121
Newman Dignan & Sheerar Inc
Rhode Island
$16M +$931K +62,571 +6%
VFIC
122
Valley Forge Investment Consultants
Pennsylvania
$16M +$183K +12,276 +1%
SDWMA
123
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.9M +$788K +52,938 +5%
MWA
124
Martel Wealth Advisors
Washington
$15.5M -$2.13M -142,980 -12%
DBRC
125
D.B. Root & Company
Pennsylvania
$15.5M -$81.9K -5,499 -0.5%
3 4
5
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