SCHX icon

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 %
SIC
151
Salem Investment Counselors
North Carolina
$12M +$703K +47,253 +6%
EWM
152
Empirical Wealth Management
Washington
$11.9M -$1.01M -67,905 -8%
SFPM
153
Sensible Financial Planning & Management
Massachusetts
$11.6M -$172K -11,529 -1%
ACA
154
Aptus Capital Advisors
Alabama
$11.4M +$685K +46,005 +6%
WA
155
WBH Advisory
Maryland
$11.3M +$468K +30,852 +4%
Stifel Financial
156
Stifel Financial
Missouri
$11.3M -$12.2M -820,626 -52%
BWM
157
BCS Wealth Management
Tennessee
$11.3M -$235K -15,783 -2%
CWM
158
Castle Wealth Management
Florida
$11.3M +$11.3M +755,718 New
GWANC
159
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.2M +$8.73M +586,134 +346%
CFA
160
Cahill Financial Advisors
Minnesota
$11.1M -$292K -19,617 -3%
LBC
161
Lowe Brockenbrough & Co
Virginia
$11.1M +$49.9K +3,354 +0.5%
RWRC
162
R.W. Roge & Company
New York
$10.9M -$484K -32,532 -4%
CCA
163
Cobblestone Capital Advisors
New York
$10.8M -$236K -15,852 -2%
FWP
164
FAS Wealth Partners
Kansas
$10.7M +$204K +13,722 +2%
FCM
165
Fortis Capital Management
Washington
$10.5M -$1.55M -104,190 -13%
NCM
166
Northwest Capital Management
Oregon
$10.2M +$871K +58,539 +9%
BIA
167
Bell Investment Advisors
California
$10.1M +$10.1M +681,495 New
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$10.1M +$213K +14,313 +2%
MA
169
MCF Advisors
Kentucky
$9.96M +$2.06M +138,504 +26%
AIA
170
Arcadia Investment Advisors
Idaho
$9.95M -$3.64M -244,443 -27%
PCWA
171
Pacific Capital Wealth Advisors
California
$9.52M -$25.8K -1,731 -0.3%
PA
172
Planning Alternatives
Michigan
$9.45M -$288K -19,380 -3%
PCMC
173
Private Capital Management (Colorado)
Colorado
$9.42M – – –
TLP
174
Trinity Legacy Partners
Texas
$9.4M -$20.5K -1,353 -0.2%
AI
175
Atria Investments
North Carolina
$9.12M -$7.56M -508,095 -45%
5 6
7
8 9