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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 %
VCM
626
Vigilant Capital Management
Maine
$566K -$50.4K -2,808 -8%
PWA
627
Physician Wealth Advisors
Utah
$566K -$26.1K -1,536 -4%
BMM
628
Berkshire Money Management
Massachusetts
$566K +$566K +31,527 New
PSUF
629
People's United Financial
Connecticut
$557K -$967K -53,859 -63%
LSC
630
Lesa Sroufe & Co
Washington
$557K -$557K -15,564 -50%
MBTD
631
Mechanics Bank - Trust Department
California
$557K -$108 -6 -0%
TFP
632
Tilia Fiduciary Partners
North Carolina
$554K -$4.9K -273 -0.9%
CL
633
CPWM LLC
Washington
$548K +$548K +30,522 New
HIC
634
Hartline Investment Corp
Illinois
$543K -$543K -15,657 -50%
TA
635
TrueWealth Advisors
Alabama
$543K -$543K -14,325 -50%
WPW
636
Warther Private Wealth
Ohio
$543K +$47.4K +2,631 +10%
DFA
637
DHJJ Financial Advisors
Illinois
$542K +$378 +21 +0.1%
FWI
638
Facet Wealth Inc
Maryland
$539K -$42.5K -2,364 -7%
MIC
639
Means Investment Company
Maine
$539K – – –
SPC
640
Stewart & Patten Company
California
$538K -$2.26K -126 -0.4%
RCAG
641
Rehmann Capital Advisory Group
Michigan
$534K -$5.39K -300 -1%
RWA
642
River Wealth Advisors
Pennsylvania
$532K +$24K +1,338 +5%
OFG
643
Oxford Financial Group
Indiana
$531K +$3.45K +192 +0.7%
PAM
644
Pegasus Asset Management
New York
$526K -$1.08K -60 -0.2%
OC
645
Oarsman Capital
Wisconsin
$515K -$539 -30 -0.1%
WFA
646
WestHill Financial Advisors
California
$514K – – –
DWM
647
Dakota Wealth Management
Florida
$513K +$513K +28,590 New
OCM
648
Orser Capital Management
Texas
$509K – – –
ACM
649
Argent Capital Management
Missouri
$507K -$921K -51,270 -64%
PAS
650
Park Avenue Securities
New York
$507K +$3.44K +192 +0.7%
24 25
26
27 28