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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 %
FPCG
576
Fort Pitt Capital Group
Pennsylvania
$763K -$2.2M -122,808 -74%
PPP
577
Private Portfolio Partners
New Jersey
$760K – – –
TWM
578
Thrive Wealth Management
Pennsylvania
$759K +$268K +14,901 +54%
CA
579
Continuum Advisory
Idaho
$758K +$222K +13,596 +41%
JCM
580
Jacobsen Capital Management
Utah
$755K +$37.9K +2,112 +5%
BCP
581
Blackhawk Capital Partners
Wisconsin
$752K -$117K -6,501 -13%
BI
582
Blooom Inc
Kansas
$751K -$19K -1,038 -2%
WFA
583
Wade Financial Advisory
California
$751K +$12.7K +708 +2%
LRPA
584
L. Roy Papp & Associates
Arizona
$750K – – –
NCM
585
Novare Capital Management
North Carolina
$744K -$11K -612 -1%
RCC
586
Red Cedar Capital
Nebraska
$742K – – –
OFG
587
Orcam Financial Group
California
$742K – – –
CIC
588
Carnegie Investment Counsel
Ohio
$735K -$35.4K -1,971 -5%
CA
589
Claro Advisors
Massachusetts
$734K -$734K -19,353 -50%
GI
590
GS Investments
Minnesota
$732K -$13.8K -813 -2%
CA
591
Clearstead Advisors
Ohio
$729K -$255K -14,208 -26%
CAM
592
Carret Asset Management
New York
$714K – – –
CA
593
Cetera Advisors
Colorado
$711K -$121K -6,762 -15%
TW
594
Transform Wealth
Colorado
$709K – – –
HIG
595
Heritage Investment Group
Florida
$708K +$21K +1,170 +3%
PFA
596
Pinnacle Family Advisors
Missouri
$706K -$12.9K -717 -2%
SBIA
597
Sheaff Brock Investment Advisors
Indiana
$679K – – –
AA
598
Advisory Alpha
Michigan
$673K -$53.9K -3,006 -7%
MIP
599
Marietta Investment Partners
Wisconsin
$671K +$6.57K +366 +1%
DACG
600
Donor Advised Charitable Giving
California
$666K +$438K +24,387 +192%
22 23
24
25 26