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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 %
SWM
201
Shelton Wealth Management
Texas
$7.1M +$972K +65,274 +16%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$7.07M +$293K +19,662 +4%
LPT
203
Legacy Private Trust
Wisconsin
$7M +$1.77M +118,647 +34%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$6.9M -$719K -48,267 -9%
RFA
205
RTD Financial Advisors
Pennsylvania
$6.75M -$155K -10,428 -2%
SHJ
206
Sharkey, Howes & Javer
Colorado
$6.73M +$1.26M +84,390 +23%
PFC
207
Phocas Financial Corp
California
$6.6M +$23.1K +1,551 +0.4%
CFO
208
CVA Family Office
Colorado
$6.55M -$325K -21,837 -5%
MWM
209
MinichMacGregor Wealth Management
New York
$6.38M +$492K +33,042 +8%
CAN
210
Cetera Advisor Networks
California
$6.37M -$666K -44,766 -9%
TIM
211
Tortoise Investment Management
New York
$6.36M +$210K +14,109 +3%
Betterment LLC
212
Betterment LLC
New York
$6.22M +$1.62M +109,134 +35%
LSAG
213
Lake Street Advisors Group
New Hampshire
$6.11M -$482K -32,370 -7%
PAG
214
Private Advisor Group
New Jersey
$6.06M +$1.19M +79,950 +24%
PWM
215
Perigon Wealth Management
California
$6.04M +$2.1M +141,270 +53%
SLT
216
St Louis Trust
Missouri
$6.03M +$915K +61,434 +18%
JFGLC
217
Johnson Financial Group LLC (Colorado)
Colorado
$5.98M +$5.98M +401,841 New
EL
218
Essex LLC
Illinois
$5.91M +$115K +7,701 +2%
BPM
219
Bowling Portfolio Management
Ohio
$5.82M +$98.7K +6,633 +2%
CPIG
220
Chicago Partners Investment Group
Illinois
$5.8M +$806K +49,629 +16%
GC
221
Grimes & Company
Massachusetts
$5.8M +$264K +17,757 +5%
PIMG
222
Patriot Investment Management Group
Tennessee
$5.79M +$20.4K +1,371 +0.4%
HCM
223
Hengehold Capital Management
Ohio
$5.76M +$40.3K +2,709 +0.7%
BCM
224
Barden Capital Management
Texas
$5.65M +$600K +40,332 +12%
ECM
225
Exchange Capital Management
Michigan
$5.63M -$319K -21,438 -5%
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