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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 %
BWM
326
BerganKDV Wealth Management
Minnesota
$3.35M -$102K -5,655 -3%
FFA
327
First Foundation Advisors
California
$3.33M +$594K +33,063 +22%
LWM
328
Laidlaw Wealth Management
New York
$3.31M -$415K -23,139 -11%
WAM
329
Worth Asset Management
Texas
$3.28M +$3.28M +211,845 New
RFA
330
Radnor Financial Advisors
Pennsylvania
$3.27M +$102K +5,694 +3%
AAS
331
Avantax Advisory Services
Texas
$3.26M +$89.4K +4,980 +3%
FLPIM
332
F.L. Putnam Investment Management
Massachusetts
$3.23M -$104K -5,769 -3%
PGFC
333
Peapack-Gladstone Financial Corp
New Jersey
$3.2M +$33.5K +1,866 +1%
PA
334
Parallel Advisors
California
$3.15M +$405K +22,239 +15%
RJA
335
Raymond James & Associates
Florida
$3.13M -$142K -7,929 -4%
BC
336
Brio Consultants
California
$3.08M -$106K -5,901 -3%
LPIC
337
LeJeune Puetz Investment Counsel
Michigan
$3.08M -$25.2K -1,404 -0.8%
HCM
338
Hollencrest Capital Management
California
$3.07M -$23.2K -1,290 -0.7%
VR
339
Viridian RIA
Washington
$3.06M -$3.27M -172,560 Closed
SHGA
340
Sand Hill Global Advisors
California
$3.05M -$151K -8,430 -5%
GWANC
341
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.04M -$1.89K -105 -0.1%
BAM
342
Baldrige Asset Management
Pennsylvania
$3.04M +$28.4K +1,581 +0.9%
FA
343
FDx Advisors
Illinois
$3.04M +$129K +7,161 +4%
ECG
344
Edge Capital Group
Georgia
$3.01M +$66.8K +3,723 +2%
AMG
345
Asset Management Group
Connecticut
$3M -$17.9K -999 -0.6%
USCWA
346
U.S. Capital Wealth Advisors
Texas
$2.97M +$1.19M +66,054 +66%
BAM
347
Belpointe Asset Management
Nevada
$2.96M -$138K -7,665 -4%
VFA
348
Valeo Financial Advisors
Indiana
$2.95M -$67.1K -3,738 -2%
PFWA
349
Paces Ferry Wealth Advisors
Georgia
$2.95M +$349K +19,425 +13%
FPS
350
Fieldpoint Private Securities
Connecticut
$2.93M +$601K +33,453 +26%
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