SCHX icon

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 %
SWM
401
SeaCrest Wealth Management
New York
$2.03M -$4.79K -267 -0.2%
VST
402
Van Strum & Towne
California
$1.99M +$11.8K +660 +0.6%
FSWA
403
Financial Synergies Wealth Advisors
Texas
$1.94M -$177K -9,846 -8%
JWBC
404
John W. Brooker & Co
California
$1.93M +$278K +15,465 +17%
AOWM
405
Alpha Omega Wealth Management
Virginia
$1.92M -$103K -5,745 -5%
LFA
406
Landmark Financial Advisors
Kentucky
$1.91M -$47.2K -2,781 -2%
GPFA
407
Game Plan Financial Advisors
Ohio
$1.9M -$106K -5,892 -5%
RC
408
Rovin Capital
Arizona
$1.88M -$592K -33,003 -24%
SWM
409
SigFig Wealth Management
California
$1.88M +$113K +6,735 +6%
RWA
410
Rainsberger Wealth Advisors
Colorado
$1.88M +$19.2K +1,068 +1%
CWM
411
CCG Wealth Management
California
$1.87M -$48.9K -2,724 -3%
SBH
412
Segall Bryant & Hamill
Illinois
$1.85M +$1.85M +102,732 New
AF
413
Advisornet Financial
Minnesota
$1.83M -$386K -21,531 -17%
APG
414
Abacus Planning Group
South Carolina
$1.82M +$3.12K +174 +0.2%
KAS
415
Kestra Advisory Services
Texas
$1.82M +$661K +36,834 +57%
SWP
416
Stratos Wealth Partners
Ohio
$1.8M +$133K +7,425 +8%
VT
417
Vise Technologies
New York
$1.8M +$1.61M +89,541 +845%
PNC Financial Services Group
418
PNC Financial Services Group
Pennsylvania
$1.8M -$26K -1,446 -1%
1WM
419
1900 Wealth Management
Texas
$1.79M -$66.9K -3,726 -4%
TNA
420
True North Advisors
Texas
$1.76M +$116K +6,456 +7%
MW
421
MBL Wealth
North Carolina
$1.75M +$1.75M +97,590 New
IC
422
IEQ Capital
California
$1.75M +$139K +7,731 +9%
PCA
423
Permit Capital Advisors
Pennsylvania
$1.74M +$1.74M +98,766 New
MSWMA
424
Market Street Wealth Management Advisors
Indiana
$1.73M -$80K -4,455 -4%
BlackRock
425
BlackRock
New York
$1.73M +$60.5K +3,369 +4%
15 16
17
18 19