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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 %
BFM
351
Broadview Financial Management
Wisconsin
$2.93M -$24.9K -1,386 -0.8%
SWA
352
Stratos Wealth Advisors
Ohio
$2.92M -$796K -44,325 -21%
GHA
353
GW Henssler & Associates
Georgia
$2.86M -$132K -7,326 -4%
WAP
354
Wealthcare Advisory Partners
Pennsylvania
$2.85M +$171K +9,552 +6%
FAG
355
Financial Advisory Group
Texas
$2.84M -$16.1K -897 -0.6%
EWM
356
Elmwood Wealth Management
California
$2.83M -$109K -6,099 -4%
SIC
357
Sigma Investment Counselors
Michigan
$2.82M +$10.8K +600 +0.4%
TAM
358
Townsend Asset Management
North Carolina
$2.81M +$74.3K +4,140 +3%
BCM
359
Brookstone Capital Management
Illinois
$2.78M -$211K -12,060 -7%
DP
360
DDD Partners
Washington
$2.74M +$156K +8,664 +6%
OCG
361
Opus Capital Group
Ohio
$2.7M +$7.16K +399 +0.3%
BJL
362
Brighton Jones LLC
Washington
$2.67M +$10.3K +573 +0.4%
DSC
363
Duncker Streett & Co
Missouri
$2.61M -$373K -20,760 -12%
CCM
364
Condor Capital Management
New Jersey
$2.61M -$83K -4,626 -3%
MCM
365
Mainstay Capital Management
Michigan
$2.6M -$1.62K -90 -0.1%
UIA
366
Ulland Investment Advisors
Minnesota
$2.56M -$250K -13,932 -9%
BFPW
367
BOK Financial Private Wealth
Colorado
$2.54M -$435K -24,213 -15%
HWMA
368
Heritage Wealth Management (Arizona)
Arizona
$2.52M +$2.52M +140,628 New
CMBA
369
C.M. Bidwell & Associates
Hawaii
$2.51M -$825K -45,966 -25%
TDWM
370
Topel & Distasi Wealth Management
California
$2.5M – – –
ZF
371
Zhang Financial
Michigan
$2.48M +$1.34M +74,742 +118%
JPLA
372
Joseph P. Lucia & Associates
New York
$2.41M +$471K +26,226 +24%
TPCW
373
TD Private Client Wealth
New York
$2.41M +$2.41M +134,424 New
APSI
374
Asset Planning Services Inc
Louisiana
$2.4M +$55.2K +3,075 +2%
RC
375
Roundview Capital
New Jersey
$2.39M +$62.1K +3,459 +3%
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