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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 %
EFG
526
Everhart Financial Group
Ohio
$1.08M -$33.7K -1,875 -3%
CC
527
Callan Capital
California
$1.07M +$515K +28,713 +94%
RDFA
528
Ritter Daniher Financial Advisory
Ohio
$1.06M -$38.5K -2,148 -4%
IF
529
Ironwood Financial
Arizona
$1.06M -$3.72K -207 -0.3%
ANTB
530
AMG National Trust Bank
Colorado
$1.06M +$57K +3,177 +6%
SC
531
Schoolcraft Capital
Colorado
$1.06M -$93.8K -5,223 -8%
WIA
532
World Investment Advisors
California
$1.05M +$18K +1,002 +2%
SSB
533
Sandy Spring Bank
Maryland
$1.05M +$6.3K +351 +0.6%
KWM
534
Kingsview Wealth Management
Oregon
$1.05M -$634K -35,301 -38%
SFS
535
Security Financial Services
Indiana
$1.04M – – –
BFS
536
Bradley Foster & Sargent
Connecticut
$1.03M +$1.03M +57,558 New
TC
537
Tenret Company
Florida
$1.03M – – –
YIA
538
YHB Investment Advisors
Connecticut
$1.03M -$39.5K -2,199 -4%
VPIM
539
Vanguard Personalized Indexing Management
California
$1.03M – – –
APW
540
Aurora Private Wealth
New Jersey
$1.02M -$5.92K -330 -0.6%
WC
541
Wealth CMT
New Jersey
$1.02M +$530K +29,502 +109%
BPWM
542
Badgley Phelps Wealth Managers
Washington
$1M -$18.8K -1,047 -2%
EK
543
Evensky & Katz
Florida
$1M +$320K +17,829 +47%
SFG
544
StrategIQ Financial Group
Indiana
$994K -$2.69K -150 -0.3%
BNP Paribas Financial Markets
545
BNP Paribas Financial Markets
France
$982K +$667K +37,176 +212%
DI
546
DFPG Investments
Utah
$961K -$61.7K -3,552 -6%
BAM
547
Barrett Asset Management
New York
$954K +$5.38K +300 +0.6%
CAM
548
Cozad Asset Management
Illinois
$951K -$5.17K -288 -0.5%
GAM
549
Garrison Asset Management
Arkansas
$947K +$230K +12,798 +32%
PAM
550
Peak Asset Management
Colorado
$930K -$32.4K -1,806 -3%
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