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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
$531M
2
CSIA
Charles Schwab Investment Advisory
California
$7.28B
3
Charles Schwab
Charles Schwab
California
$1.97B
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$580M
5
BPA
Beacon Pointe Advisors
California
$124M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$190M
2
CCM
Ciovacco Capital Management
Georgia
$7.26M
3
PFG
Piershale Financial Group
Illinois
$0
4
AssetMark Inc
AssetMark Inc
California
$96.2M
5
PRS
Pinkerton Retirement Specialists
Idaho
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$96.2M -$27.7M -1,542,462 -22%
Osaic Holdings
27
Osaic Holdings
Arizona
$91.7M +$2.02M +116,634 +2%
JFG
28
JMG Financial Group
Illinois
$89M +$7.42M +413,127 +9%
AT
29
American Trust
Kentucky
$88.3M +$4.81M +267,969 +6%
UCFA
30
United Capital Financial Advisors
Texas
$85M -$1.72M -95,976 -2%
MW
31
Marcum Wealth
Ohio
$83.6M +$13.9M +773,319 +20%
AA
32
Apriem Advisors
California
$80.7M -$12M -666,303 -13%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$76.8M +$1.53M +84,972 +2%
NQWM
34
Northwest Quadrant Wealth Management
Oregon
$75.9M +$826K +45,435 +1%
SFA
35
Sequoia Financial Advisors
Ohio
$73.2M -$1.26M -70,203 -2%
BSB
36
Bangor Savings Bank
Maine
$71.9M +$118K +6,561 +0.2%
RWM
37
RKL Wealth Management
Pennsylvania
$69.2M +$931K +51,879 +1%
Ameriprise
38
Ameriprise
Minnesota
$63.3M +$1M +55,695 +2%
CAM
39
Cresset Asset Management
Illinois
$59.4M +$5.5M +306,387 +10%
Bank of America
40
Bank of America
North Carolina
$58.4M -$3.94M -219,627 -6%
FVWA
41
Foster Victor Wealth Advisors
South Carolina
$57.4M +$2.51M +141,633 +5%
SC
42
Savant Capital
Illinois
$51.6M +$175K +9,759 +0.3%
Morgan Stanley
43
Morgan Stanley
New York
$50.4M +$6.25M +348,324 +14%
JIC
44
Johnson Investment Counsel
Ohio
$48.1M +$1.16M +64,704 +2%
Truist Financial
45
Truist Financial
North Carolina
$47.5M -$1.82M -101,175 -4%
CWM
46
Curi Wealth Management
North Carolina
$45.8M +$944K +52,566 +2%
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$43.9M +$764K +42,579 +2%
AWMG
48
Alliance Wealth Management Group
New Jersey
$43.9M -$1.48M -82,698 -3%
TCM
49
Towercrest Capital Management
Pennsylvania
$43.9M -$1.48M -82,698 -3%
RA
50
Riversedge Advisors
Delaware
$43.3M +$434K +24,183 +1%
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