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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 %
AIS
426
American Investment Services
Massachusetts
$1.73M -$38.8K -2,160 -2%
CA
427
Capital Advantage
California
$1.73M -$8.51K -474 -0.5%
RF
428
RHS Financial
California
$1.73M +$555K +30,912 +47%
NGA
429
Naples Global Advisors
Florida
$1.72M +$66.2K +3,690 +4%
FM
430
Family Management
New York
$1.7M -$131K -7,311 -7%
AP
431
Adero Partners
California
$1.69M +$1.67K +93 +0.1%
CCFM
432
Clear Creek Financial Management
Washington
$1.68M -$215 -12 -0%
NF
433
NTB Financial
Colorado
$1.67M +$5.17K +288 +0.3%
SCM
434
Southport Capital Management
Tennessee
$1.67M -$164K -9,114 -9%
PL
435
Plancorp LLC
Missouri
$1.67M +$4.15K +231 +0.2%
EAM
436
Evanson Asset Management
California
$1.66M +$76K +4,233 +5%
DWP
437
Destiny Wealth Partners
Florida
$1.66M +$218K +12,141 +15%
BWM
438
BT Wealth Management
Georgia
$1.63M +$12.3K +684 +0.8%
OC
439
Oppenheimer & Co
New York
$1.63M +$2.15K +120 +0.1%
SCM
440
Spreng Capital Management
Ohio
$1.62M -$31.1K -1,734 -2%
WI
441
Wedgewood Investors
Pennsylvania
$1.62M – – –
CSI
442
Cross Staff Investments
New York
$1.6M +$37.6K +2,097 +2%
TC
443
TownSquare Capital
Utah
$1.59M -$309K -17,184 -16%
RWMH
444
Riverpoint Wealth Management Holdings
Illinois
$1.58M +$4.68K +261 +0.3%
ZIM
445
Zacks Investment Management
Illinois
$1.58M +$149K +8,292 +10%
HIF
446
Hill Island Financial
Michigan
$1.58M -$91.5K -5,097 -5%
AMG
447
Advisors Management Group
Wisconsin
$1.58M +$344K +19,149 +28%
RBA
448
Richard Bernstein Advisors
New York
$1.57M -$68.6K -3,822 -4%
JWA
449
JFS Wealth Advisors
Pennsylvania
$1.55M -$28.9K -1,608 -2%
DTC
450
Davidson Trust Company
Washington
$1.54M – – –
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