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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 %
Betterment LLC
251
Betterment LLC
New York
$5.54M +$5.15M +287,121 +1,351%
NL
252
NEPC LLC
Massachusetts
$5.49M -$5.49M -305,676 -50%
BC
253
Bartlett & Co
Ohio
$5.48M +$749K +41,742 +16%
BCWM
254
Bartlett & Co Wealth Management
Ohio
$5.48M +$749K +41,742 +16%
OFG
255
Omega Financial Group
California
$5.46M +$189K +10,542 +4%
AWM
256
Aries Wealth Management
Maine
$5.46M +$5.46M +303,984 New
Lido Advisors
257
Lido Advisors
California
$5.4M -$162 -9 -0%
Cerity Partners
258
Cerity Partners
New York
$5.4M +$259K +14,433 +5%
BI
259
Berkeley Inc
Idaho
$5.38M +$334K +18,594 +7%
KF
260
Krilogy Financial
Missouri
$5.31M -$192K -10,704 -3%
Financial Engines Advisors
261
Financial Engines Advisors
California
$5.31M +$3.07M +170,880 +137%
SAM
262
Sawgrass Asset Management
Florida
$5.29M +$5.29M +294,606 New
CWM
263
Circle Wealth Management
New Jersey
$5.26M -$83.5K -4,653 -2%
MA
264
MBA Advisors
Pennsylvania
$5.22M +$339K +18,888 +7%
MML Investors Services
265
MML Investors Services
Massachusetts
$5.16M +$539K +30,045 +12%
IRC
266
Investors Research Corp
Georgia
$5.13M +$1.22M +68,160 +31%
AL
267
Aspiriant LLC
California
$5.12M -$373K -20,745 -7%
GCA
268
Gradient Capital Advisors
California
$5.09M +$96.9K +5,397 +2%
SPI
269
Santori & Peters Inc
Pennsylvania
$5.07M -$95.3K -5,310 -2%
MAS
270
Madden Advisory Services
Florida
$5.07M +$31.5K +1,755 +0.6%
FA
271
Financial Advisors
Massachusetts
$5.06M +$32.7K +1,821 +0.6%
LWMT
272
Legacy Wealth Management (Tennessee)
Tennessee
$5.06M +$1.56M +86,988 +45%
GWM
273
GSB Wealth Management
Connecticut
$5.06M +$3.69M +205,737 +271%
SPC
274
Sigma Planning Corp
Michigan
$5M +$40.2K +2,241 +0.8%
KFC
275
Klingenstein Fields & Co
New York
$5M +$242K +13,482 +5%
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