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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 %
JCIA
376
Jackson Creek Investment Advisors
Colorado
$2.39M -$79.3K -4,416 -3%
VA
377
Valmark Advisers
Ohio
$2.39M +$51.8K +2,883 +2%
SCM
378
Stordahl Capital Management
Colorado
$2.38M -$52.8K -2,940 -2%
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$2.37M -$308K -17,148 -11%
AC
380
Abbrea Capital
California
$2.37M – – –
FCI
381
Financial Counselors Inc
Kansas
$2.36M – – –
ECM
382
Elgethun Capital Management
South Dakota
$2.36M +$700 +39 +0%
RIM
383
Rockbridge Investment Management
New York
$2.35M -$4.7K -261 -0.2%
WCM
384
Wealthcare Capital Management
Virginia
$2.31M +$55.7K +3,102 +2%
FRA
385
Front Row Advisors
California
$2.29M -$5.38K -300 -0.2%
GFP
386
Guardian Financial Partners
California
$2.27M +$109K +6,429 +5%
SG
387
Somerset Group
Minnesota
$2.27M +$18.2K +1,014 +0.8%
APP
388
Avantax Planning Partners
Iowa
$2.24M +$1.62K +90 +0.1%
GC
389
Garde Capital
Washington
$2.23M -$86.9K -4,839 -4%
CIR
390
Clear Investment Research
Georgia
$2.22M +$5.76K +321 +0.3%
RDIA
391
RE Dickinson Investment Advisors
Iowa
$2.16M -$746K -41,583 -26%
Rockefeller Capital Management
392
Rockefeller Capital Management
New York
$2.15M +$32.2K +1,794 +2%
VWA
393
VERITY Wealth Advisors
United States
$2.14M – – –
Lazard Asset Management
394
Lazard Asset Management
New York
$2.12M – – –
AP
395
Advisor Partners
California
$2.11M +$47.6K +2,652 +2%
BFA
396
Beaumont Financial Advisors
Massachusetts
$2.09M -$54 -3 -0%
ECML
397
Eagle Capital Management (Louisiana)
Louisiana
$2.05M -$924K -51,462 -31%
MWA
398
MFA Wealth Advisors
Pennsylvania
$2.05M -$109K -6,051 -5%
WCFA
399
Walkner Condon Financial Advisors
Wisconsin
$2.04M -$566K -31,524 -22%
SPFA
400
Summit Place Financial Advisors
New Jersey
$2.04M -$49K -2,730 -2%
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