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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

982 hedge funds and large institutions have $22.3B invested in Schwab US Large- Cap ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 382 increasing their positions, 385 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
-8
Holders Change %
-0.81%
% of All Funds
15.54%
Holding in Top 10
168
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.66%
New
79
Increased
382
Reduced
385
Closed
71
Calls
$4.25M
Puts
$813K
Net Calls
+$3.44M
Net Calls Change
+$2.51M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$139M
2
CSIA
Charles Schwab Investment Advisory
California
+$126M
3
Charles Schwab
Charles Schwab
California
+$95.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$94.2M
5
BPA
Beacon Pointe Advisors
California
+$84.6M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$190M
2
CCM
Ciovacco Capital Management
Georgia
-$66.7M
3
PFG
Piershale Financial Group
Illinois
-$64.8M
4
AssetMark Inc
AssetMark Inc
California
-$27.7M
5
PRS
Pinkerton Retirement Specialists
Idaho
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Grimes & Company
Massachusetts
$6.67M +$565K +31,476 +9%
HG
227
Harbor Group
New Hampshire
$6.64M -$78.5K -4,371 -1%
CA
228
Calton & Associates
Florida
$6.64M +$92.9K +5,178 +1%
CM
229
Columbus Macro
Pennsylvania
$6.6M +$2M +111,450 +44%
SHJ
230
Sharkey, Howes & Javer
Colorado
$6.59M -$904K -50,355 -12%
SAF
231
Smith Anglin Financial
Texas
$6.54M -$430K -23,967 -6%
Northern Trust
232
Northern Trust
Illinois
$6.32M -$145K -8,064 -2%
LPT
233
Legacy Private Trust
Wisconsin
$6.31M +$67.8K +3,780 +1%
NIM
234
Nicollet Investment Management
Minnesota
$6.3M – – –
SLT
235
St Louis Trust
Missouri
$6.17M +$1.09M +60,570 +21%
BCM
236
Barden Capital Management
Texas
$6.09M +$862K +48,045 +17%
SWM
237
Stockman Wealth Management
Montana
$6.05M -$489K -27,225 -7%
TSWM
238
Triangle Securities Wealth Management
North Carolina
$5.99M +$46.2K +2,574 +0.8%
HFS
239
Hantz Financial Services
Michigan
$5.98M -$130K -7,242 -2%
CWM
240
Cabot Wealth Management
Massachusetts
$5.95M -$3.16M -176,052 -35%
HKIMG
241
Hutchens & Kramer Investment Management Group
Indiana
$5.94M -$5.95M -330,630 -50%
EH
242
Equitable Holdings
New York
$5.92M +$981K +54,672 +20%
PAG
243
Private Advisor Group
New Jersey
$5.87M -$7.54M -419,862 -56%
MS
244
Madden Securities
Texas
$5.81M +$590K +32,871 +11%
ATWA
245
Arbor Trust Wealth Advisors
Michigan
$5.74M -$654K -36,435 -10%
US Bancorp
246
US Bancorp
Minnesota
$5.7M +$158K +8,778 +3%
WWM
247
Western Wealth Management
Colorado
$5.7M +$2.49M +138,777 +78%
FC
248
Forte Capital
New York
$5.68M -$5.68M -149,610 -50%
IWMA
249
Ironwood Wealth Management (Arizona)
Arizona
$5.65M -$411K -22,926 -7%
CWA
250
Carolina Wealth Advisors
South Carolina
$5.65M +$46K +2,562 +0.8%
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