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 %
BC
451
Burleson & Co
California
$1.54M -$791K -44,031 -34%
GBWM
452
Granite Bay Wealth Management
New Hampshire
$1.54M +$173K +9,621 +13%
FA
453
Fagan Associates
New York
$1.53M +$393K +21,903 +34%
AWM
454
Altium Wealth Management
New York
$1.53M -$15.8K -879 -1%
CAI
455
Capital Advisors Inc
Oklahoma
$1.52M -$104K -5,787 -6%
TFS
456
Thoroughbred Financial Services
Tennessee
$1.51M +$153K +8,520 +11%
HI
457
Human Investing
Oregon
$1.5M +$7.7K +429 +0.5%
HWMG
458
Hurlow Wealth Management Group
Indiana
$1.49M -$240K -13,350 -14%
TF
459
TIAA FSB
Florida
$1.48M -$28.3K -1,578 -2%
LNC
460
Lincoln National Corp
Pennsylvania
$1.46M +$226K +12,582 +18%
NFG
461
Nations Financial Group
Iowa
$1.45M -$323 -18 -0%
JG
462
Jefferies Group
New York
$1.44M – – –
FCM
463
Firestone Capital Management
Florida
$1.44M -$93.5K -5,211 -6%
HIC
464
Holderness Investments Company
North Carolina
$1.4M +$47.1K +2,622 +3%
MA
465
Modus Advisors
Minnesota
$1.39M -$75.9K -4,227 -5%
FNBT
466
FineMark National Bank & Trust
Florida
$1.39M -$38.1K -2,124 -3%
OFS
467
Oldfather Financial Services
Nebraska
$1.38M +$82.1K +4,848 +6%
CB
468
Commerce Bank
Missouri
$1.38M -$48.4K -2,700 -3%
WP
469
WealthShield Partners
North Carolina
$1.38M +$1.38M +76,647 New
EVC
470
Eidelman Virant Capital
Missouri
$1.38M -$766K -42,702 -36%
Calamos Advisors
471
Calamos Advisors
Illinois
$1.36M -$36.2K -2,019 -3%
GWA
472
GGM Wealth Advisors
Maryland
$1.36M +$158K +8,943 +13%
VCM
473
Vision Capital Management
Oregon
$1.35M +$117K +6,504 +9%
CCMD
474
Cypress Capital Management (Delaware)
Delaware
$1.34M – – –
PCM
475
Pennsylvania Capital Management
Pennsylvania
$1.34M -$3.55K -198 -0.3%
17 18
19
20 21