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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.15B 92,877,336 -42,403,925 -31%
Charles Schwab
2
Charles Schwab
California
$1.74B 39,019,790 +2,526,656 +7%
SEI Investments
3
SEI Investments
Pennsylvania
$1.35B 30,240,915 +618,318 +2%
Creative Planning
4
Creative Planning
Kansas
$671M 15,031,076 +5,175,960 +53%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$631M 14,139,891 +1,761,085 +14%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$574M 12,851,532 +2,081,671 +19%
UBS Group
7
UBS Group
Switzerland
$368M 8,250,752 -239,696 -3%
SFG
8
Sage Financial Group
Pennsylvania
$352M 7,870,702 +32,170 +0.4%
HSA
9
HBK Sorce Advisory
Pennsylvania
$315M 7,060,246 +122,575 +2%
MGIA
10
Moneta Group Investment Advisors
Missouri
$243M 5,448,545 +2,086,242 +62%
CWM
11
Campbell Wealth Management
Virginia
$194M 4,340,344 -144,084 -3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$180M 4,039,920 +747,264 +23%
Mariner
13
Mariner
Kansas
$177M 3,968,489 -7,929 -0.2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$176M 3,817,123 +474,857 +14%
PCIA
15
Prime Capital Investment Advisors
Kansas
$163M 3,639,303 +1,969,263 +118%
AWS
16
AJ Wealth Strategies
New York
$152M 3,406,952 -1,294,319 -28%
HighTower Advisors
17
HighTower Advisors
Illinois
$149M 3,341,849 +59,729 +2%
WP
18
WealthSource Partners
California
$141M 3,158,226 +711,404 +29%
AWM
19
Adams Wealth Management
Utah
$134M 2,997,266 +488,933 +19%
KOC
20
Koss-Olinger Consulting
Florida
$128M 2,860,639 -333 -0%
ML
21
McAdam LLC
Pennsylvania
$106M 2,368,890 -186,553 -7%
JFG
22
JMG Financial Group
Illinois
$104M 2,337,205 +684,552 +41%
BPA
23
Beacon Pointe Advisors
California
$97.9M 2,192,294 -105,410 -5%
LPL Financial
24
LPL Financial
California
$88M 1,971,437 +129,042 +7%
EWM
25
Evermay Wealth Management
Virginia
$87.8M 1,965,151 -25,282 -1%
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