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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 %
MFC
126
Morris Financial Concepts
South Carolina
$15.4M +$203K +13,653 +1%
RDWM
127
Red Door Wealth Management
Tennessee
$15.4M +$427K +28,698 +3%
OCM
128
One Capital Management
California
$15.1M -$15.7M -1,056,978 -51%
CAAM
129
Cornerstone Advisors Asset Management
Pennsylvania
$15.1M +$1.91M +128,595 +15%
CAG
130
Compass Advisory Group
New York
$14.6M +$2.54M +170,628 +21%
PWM
131
Provident Wealth Management
Tennessee
$14.5M +$671K +45,093 +5%
CCM
132
Coldstream Capital Management
Washington
$14.5M +$1.77M +118,665 +14%
HI
133
Harbour Investments
Wisconsin
$14.5M +$14.5M +971,598 New
PRS
134
Pinkerton Retirement Specialists
Idaho
$14.3M -$34.3K -2,307 -0.2%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$14.3M +$75.6K +5,079 +0.5%
ACA
136
Ascension Capital Advisors
Texas
$13.9M +$51.7K +3,471 +0.4%
ACG
137
Allen Capital Group
Nebraska
$13.9M +$5.85M +393,141 +73%
DW
138
Domani Wealth
Pennsylvania
$13.7M -$86.5K -5,811 -0.6%
MSFS
139
Main Street Financial Solutions
Pennsylvania
$13.6M -$44.8K -3,009 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
140
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.4M – – –
LIM
141
Leavell Investment Management
Alabama
$13.3M -$259K -17,382 -2%
CF
142
Cantor Fitzgerald
New York
$13.2M +$13.2M +883,896 New
SSWM
143
Sheets Smith Wealth Management
North Carolina
$13.1M +$12.4K +831 +0.1%
BDF
144
Black Diamond Financial
Maryland
$12.8M -$86.9K -5,838 -0.7%
BWA
145
Burt Wealth Advisors
Maryland
$12.8M +$27.3K +1,836 +0.2%
BAAM
146
Baker Avenue Asset Management
California
$12.7M +$952K +63,966 +8%
WCG
147
Wall Capital Group
Arizona
$12.5M +$2.96M +192,705 +31%
AIM
148
Anchor Investment Management
South Carolina
$12.3M +$272K +18,264 +2%
AWM
149
Abound Wealth Management
Tennessee
$12.2M -$587K -39,399 -5%
ACM
150
Alpha Capital Management
Texas
$12.1M +$241K +16,167 +2%
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