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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 %
RTL
276
Red Tortoise LLC
Georgia
$4.98M -$82K -4,569 -2%
MA
277
MUFG Americas
New York
$4.81M -$102K -5,670 -2%
DSA
278
Droms Strauss Advisors
Missouri
$4.79M +$47.8K +2,619 +1%
AMM
279
American Money Management
California
$4.76M +$89.8K +5,001 +2%
CPIG
280
Chicago Partners Investment Group
Illinois
$4.76M +$1.57M +101,448 +49%
PWM
281
Perigon Wealth Management
California
$4.74M -$15.6K -870 -0.3%
FCC
282
Flower City Capital
New York
$4.71M +$4.71M +262,146 New
TFS
283
TrustCore Financial Services
Tennessee
$4.66M +$1.44M +80,136 +45%
ES
284
ETF Store
Kansas
$4.65M -$50.9K -3,078 -1%
BRWA
285
B. Riley Wealth Advisors
Florida
$4.6M -$2.04M -113,724 -31%
CFMC
286
Curbstone Financial Management Corp
New Hampshire
$4.5M +$223K +12,420 +5%
VCM
287
Vivaldi Capital Management
Illinois
$4.49M +$80.9K +5,103 +2%
AA
288
Alesco Advisors
New York
$4.35M -$202K -11,271 -4%
PFM
289
Peak Financial Management
Massachusetts
$4.33M -$101K -5,607 -2%
FAIM
290
Financial Advocates Investment Management
Washington
$4.33M -$148K -8,262 -3%
SBL
291
Sargent Bickham Lagudis
Colorado
$4.3M -$1.78M -99,039 -29%
MCM
292
Mengis Capital Management
Oregon
$4.21M -$34.4K -1,917 -0.8%
SEEDPG
293
S.E.E.D. Planning Group
New York
$4.18M +$211K +11,778 +5%
SP
294
Successful Portfolios
Florida
$4.18M +$672K +37,437 +19%
SWM
295
Spire Wealth Management
Virginia
$4.17M +$924K +51,453 +28%
PFM
296
Phillips Financial Management
Indiana
$4.12M +$1.15M +64,266 +39%
EWA
297
EP Wealth Advisors
California
$4.12M +$1.54M +85,560 +59%
SMA
298
Sage Mountain Advisors
Georgia
$4.11M -$116K -6,444 -3%
NS
299
Newman & Schimel
Illinois
$4.1M +$1.47M +81,966 +56%
B
300
Bailard
California
$4.08M -$67.4K -3,756 -2%
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