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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 %
LIA
476
LBMC Investment Advisors
Tennessee
$1.34M – – –
WWM
477
Windsor Wealth Management
Indiana
$1.33M -$3.62K -204 -0.3%
PA
478
Pinnacle Associates
New York
$1.32M -$114K -6,333 -8%
LAS
479
Lloyd Advisory Services
Georgia
$1.31M +$587K +32,697 +81%
FAG
480
Fortitude Advisory Group
Washington
$1.3M +$89.1K +4,962 +7%
LWAC
481
Laurel Wealth Advisors (California)
California
$1.28M -$50.7K -2,823 -4%
TCM
482
Twele Capital Management
Minnesota
$1.28M -$38.4K -2,142 -3%
AAS
483
Ameritas Advisory Services
Nebraska
$1.28M +$74.7K +4,164 +6%
TC
484
Tatro Capital
Kentucky
$1.28M -$26.7K -1,485 -2%
OF
485
Outfitter Financial
Maine
$1.27M +$233K +12,960 +22%
Janney Montgomery Scott
486
Janney Montgomery Scott
Pennsylvania
$1.26M +$94.8K +5,280 +8%
ASN
487
Advisory Services Network
Georgia
$1.26M +$354K +19,737 +39%
WIM
488
Warwick Investment Management
Texas
$1.25M -$16.6K -927 -1%
FCH
489
Freestone Capital Holdings
Washington
$1.24M +$155K +8,619 +14%
MIAN
490
Mariner Independent Advisor Network
Kansas
$1.24M +$11.6K +648 +0.9%
KWS
491
Keystone Wealth Services
California
$1.24M -$96.6K -5,385 -7%
PCA
492
Personal Capital Advisors
California
$1.23M -$375K -20,868 -23%
WTC
493
WhitTier Trust Company
Nevada
$1.23M – – –
IFS
494
Ifrah Financial Services
Arkansas
$1.23M -$95.7K -5,328 -7%
CWA
495
Choice Wealth Advisors
Maine
$1.23M -$287K -16,212 -19%
GIA
496
Gladstone Institutional Advisory
Florida
$1.22M +$35.3K +1,965 +3%
HPWM
497
Highland Private Wealth Management
Washington
$1.22M -$116K -5,976 -9%
AWS
498
Atria Wealth Solutions
New York
$1.22M +$1.22M +67,980 New
VVP
499
Venture Visionary Partners
Ohio
$1.22M +$1.13K +63 +0.1%
CAG
500
Csenge Advisory Group
Florida
$1.22M +$270K +15,024 +28%
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