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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 %
SF
551
Safeguard Financial
Wisconsin
$928K +$928K +51,699 New
MCM
552
Manchester Capital Management
Vermont
$921K -$1.7M -94,611 -65%
PFGIA
553
Patriot Financial Group Insurance Agency
Massachusetts
$915K +$51.9K +2,889 +6%
FG
554
Foster Group
Iowa
$915K +$426K +23,748 +87%
WFS
555
Walker Financial Services
Kentucky
$912K +$912K +50,808 New
NP
556
NorthRock Partners
Minnesota
$911K +$15.2K +849 +2%
BL
557
BFSG LLC
California
$900K +$41.6K +2,316 +5%
Brown Advisory
558
Brown Advisory
Maryland
$898K +$142K +7,890 +19%
MCM
559
Maryland Capital Management
Maryland
$892K -$240K -13,386 -21%
MCWS
560
McKinley Carter Wealth Services
West Virginia
$883K -$8.13K -453 -0.9%
CG
561
Caprock Group
Idaho
$866K +$108 +6 +0%
HP
562
HT Partners
Connecticut
$865K – – –
TYCC
563
Texas Yale Capital Corp
Florida
$824K – – –
SAM
564
Summit Asset Management
Tennessee
$821K -$48.9K -2,724 -6%
MWM
565
Meridian Wealth Management
Kentucky
$810K +$4.04K +225 +0.5%
CST
566
Charles Schwab Trust
Nevada
$806K -$979K -54,498 -55%
GG
567
GenWealth Group
New Jersey
$789K +$162K +9,042 +26%
PPA
568
Parametric Portfolio Associates
Washington
$784K -$1.03M -57,342 -57%
ASFA
569
All Season Financial Advisors
Colorado
$782K -$19.4K -1,083 -2%
LWM
570
Lyell Wealth Management
California
$781K +$2.26K +126 +0.3%
SMC
571
Smith, Moore & Co
Missouri
$779K – – –
C
572
Certuity
Florida
$775K +$238K +13,254 +44%
AMIM
573
Aull & Monroe Investment Management
Alabama
$770K -$18.8K -1,050 -2%
HWA
574
Heritage Wealth Advisors
Virginia
$767K -$54 -3 -0%
FANJ
575
Financial Architects (New Jersey)
New Jersey
$764K +$57.1K +3,180 +8%
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