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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 %
BFG
501
Bouchey Financial Group
New York
$1.21M -$19.8K -1,104 -2%
AIMC
502
Alley Investment Management Company
Illinois
$1.21M +$1.21M +67,338 New
CCWA
503
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.21M +$1.21M +67,371 New
AC
504
Avant Capital
Louisiana
$1.21M +$2.69K +150 +0.2%
G
505
Gainplan
Michigan
$1.2M -$250K -13,941 -17%
TA
506
Tiedemann Advisors
New York
$1.2M +$2.48K +138 +0.2%
NA
507
NewEdge Advisors
Louisiana
$1.2M -$152K -8,490 -11%
TCA
508
Transcend Capital Advisors
New Jersey
$1.18M +$1.18M +65,868 New
FWCM
509
Ferguson Wellman Capital Management
Oregon
$1.18M +$589K +32,826 +100%
SQA
510
Simon Quick Advisors
New Jersey
$1.16M +$69.1K +3,846 +6%
SWM
511
Southern Wealth Management
Texas
$1.16M -$46.9K -2,613 -4%
KIA
512
KCM Investment Advisors
California
$1.16M +$100K +5,592 +10%
GRP
513
Global Retirement Partners
California
$1.16M +$1.16M +74,391 New
CCA
514
Column Capital Advisors
Indiana
$1.15M -$88.1K -4,905 -7%
William Blair & Company
515
William Blair & Company
Illinois
$1.15M +$341K +18,978 +42%
MFT
516
Moisand Fitzgerald Tamayo
Florida
$1.14M -$325K -18,132 -22%
VWA
517
Visionary Wealth Advisors
Illinois
$1.14M +$243K +13,557 +27%
WP
518
WealthPLAN Partners
Nebraska
$1.13M +$54.6K +3,345 +5%
WIM
519
WealthPlan Investment Management
Nebraska
$1.13M +$1.13M +68,997 New
PWW
520
Pettyjohn Wood & White
Virginia
$1.12M – – –
PP
521
Palladium Partners
Virginia
$1.09M – – –
RPGK
522
Retirement Planning Group (Kansas)
Kansas
$1.09M -$17.5K -975 -2%
SC
523
Slow Capital
California
$1.09M -$17.3K -966 -2%
LWM
524
Loveless Wealth Management
Montana
$1.08M +$82.6K +4,602 +8%
AIM
525
Aspen Investment Management
Michigan
$1.08M -$98.7K -5,496 -8%
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