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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 %
IWM
601
IHT Wealth Management
Illinois
$662K -$6.78K -378 -1%
AFS
602
Annapolis Financial Services
Maryland
$656K -$287K -15,990 -30%
AG
603
Ascent Group
Virginia
$651K -$19.2K -1,071 -3%
APW
604
Austin Private Wealth
Texas
$650K +$650K +36,210 New
RCA
605
Reitz Capital Advisors
Michigan
$648K -$283K -15,780 -30%
SPP
606
Single Point Partners
Massachusetts
$637K -$5.27K -294 -0.8%
BWM
607
Boyd Wealth Management
California
$634K +$634K +35,304 New
CIC
608
Cutler Investment Counsel
Oregon
$627K +$627K +34,914 New
SWP
609
Strategic Wealth Partners
Ohio
$621K – – –
AFA
610
American Financial Advisors
Georgia
$620K -$3.61K -201 -0.6%
CA
611
Crewe Advisors
Utah
$615K +$17.7K +987 +3%
TWM
612
Tanglewood Wealth Management
Texas
$614K -$233K -12,984 -28%
ASI
613
Advisory Services & Investments
Oregon
$610K +$327K +18,204 +115%
RC
614
RegentAtlantic Capital
New Jersey
$610K +$610K +33,963 New
Jones Financial Companies
615
Jones Financial Companies
Missouri
$607K – – –
MCCP
616
Mission Creek Capital Partners
California
$606K – – –
CCG
617
Cypress Capital Group
Florida
$602K +$180K +10,050 +43%
HWA
618
HHM Wealth Advisors
Tennessee
$589K +$54 +3 +0%
PIP
619
Peachtree Investment Partners
Florida
$586K -$317K -17,700 -35%
WSTAM
620
Wilbanks Smith & Thomas Asset Management
Virginia
$585K -$400K -24,261 -41%
TWA
621
TCI Wealth Advisors
Arizona
$580K -$35K -1,953 -6%
RGF
622
Retirement Guys Formula
Ohio
$579K +$43.8K +2,439 +8%
PFBT
623
Parkside Financial Bank & Trust
Missouri
$577K +$423K +23,544 +275%
CA
624
CGN Advisors
Kansas
$568K +$220K +12,270 +63%
MMA
625
Miracle Mile Advisors
California
$566K -$2.7M -150,306 -83%
23 24
25
26 27