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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 %
AFP
301
Ausdal Financial Partners
Iowa
$4.06M +$147K +8,175 +4%
Cetera Investment Advisers
302
Cetera Investment Advisers
Illinois
$4.05M +$913K +50,859 +29%
KM
303
Kalos Management
Georgia
$4.03M -$2.24M -138,375 -36%
PIA
304
Pinion Investment Advisors
Kansas
$4.03M -$113K -6,303 -3%
JCM
305
Jacobi Capital Management
Pennsylvania
$4.01M +$558K +31,062 +16%
ICG
306
InterOcean Capital Group
Tennessee
$3.98M -$135K -7,536 -3%
BAM
307
Berkshire Asset Management
Pennsylvania
$3.97M +$531K +29,604 +15%
MTIC
308
Missouri Trust & Investment Company
Missouri
$3.88M -$59.2K -3,300 -2%
IAN
309
Integrated Advisors Network
Texas
$3.81M +$150K +8,358 +4%
MCM
310
Mitchell Capital Management
Kansas
$3.8M -$11K -612 -0.3%
VCAM
311
Van Cleef Asset Management
Ohio
$3.78M -$151K -8,418 -4%
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$3.77M -$110K -6,030 -3%
MWM
313
Mission Wealth Management
California
$3.76M -$27.3K -1,521 -0.7%
LFS
314
Lutz Financial Services
Nebraska
$3.75M +$856K +47,700 +30%
CBFP
315
Cedar Brook Financial Partners
Ohio
$3.68M +$1.16M +64,356 +46%
SFA
316
Seneca Financial Advisors
New York
$3.66M +$26.8K +1,491 +0.7%
WOC
317
West Oak Capital
California
$3.61M -$1.92M -107,136 -35%
MWM
318
Merriman Wealth Management
Washington
$3.59M -$51.4K -2,865 -1%
SFS
319
Summit Financial Strategies
Ohio
$3.58M +$61.2K +3,408 +2%
NCM
320
Next Capital Management
New York
$3.47M -$359K -20,028 -9%
Nomura Asset Management
321
Nomura Asset Management
Japan
$3.47M – – –
Bank of New York Mellon
322
Bank of New York Mellon
New York
$3.44M +$571K +31,785 +20%
IFA
323
Index Fund Advisors
California
$3.43M -$90.6K -5,049 -3%
CCM
324
Carlson Capital Management
Minnesota
$3.39M -$126K -7,032 -4%
CHA
325
Carmichael Hill & Associates
Maryland
$3.36M +$368K +20,529 +12%
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