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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 %
CHA
176
Cooper/Haims Advisors
New York
$9.11M +$87.1K +5,853 +1%
NL
177
NEPC LLC
Massachusetts
$9.1M +$4.55M +305,676 +100%
LFS
178
Lutz Financial Services
Nebraska
$9.07M +$5.96M +400,284 +191%
MHR
179
Matthew Hamilton Rosenberg
$9.01M +$433K +28,794 +5%
CWA
180
Cornerstone Wealth Advisors
Minnesota
$8.75M +$3.02M +202,932 +53%
NA
181
Nottingham Advisors
New York
$8.63M +$8.63M +579,663 New
FNC
182
First National Corp
Massachusetts
$8.62M +$86.7K +5,826 +1%
BSW
183
Buckingham Strategic Wealth
Missouri
$8.53M +$2.18M +146,493 +34%
SVWAG
184
Sound View Wealth Advisors Group
Georgia
$8.46M +$261K +17,511 +3%
DP
185
Denver PWM
Colorado
$7.99M +$38.3K +2,562 +0.5%
AIM
186
AMI Investment Management
Indiana
$7.98M -$73.2K -4,914 -0.9%
CAG
187
Csenge Advisory Group
Florida
$7.89M +$6.88M +462,489 +683%
VBFG
188
Vishria Bird Financial Group
Tennessee
$7.83M -$106K -7,152 -1%
LCM
189
Leisure Capital Management
California
$7.8M -$49.4K -3,318 -0.6%
TI
190
Truepoint Inc
Ohio
$7.59M +$7.59M +509,625 New
BAMG
191
Brand Asset Management Group
Missouri
$7.58M -$319K -21,444 -4%
MFA
192
Morling Financial Advisors
California
$7.57M -$465K -31,266 -6%
RRC
193
Relaxing Retirement Coach
Massachusetts
$7.54M -$245K -16,476 -3%
GCM
194
G2 Capital Management
Ohio
$7.46M – – –
CM
195
Columbus Macro
Pennsylvania
$7.43M +$1.96M +131,871 +36%
PMG
196
ProVise Management Group
Florida
$7.37M +$1.8M +121,173 +32%
OIA
197
OneDigital Investment Advisors
Kansas
$7.37M -$408K -27,384 -5%
SFWC
198
Strategic Family Wealth Counselors
New Jersey
$7.28M +$147K +9,864 +2%
NIC
199
Northwest Investment Counselors
Oregon
$7.2M -$128K -8,610 -2%
Cerity Partners
200
Cerity Partners
New York
$7.12M +$2.65M +178,278 +59%
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