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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 %
BFC
651
Bedel Financial Consulting
Indiana
$504K +$15.5K +864 +3%
MG
652
Mather Group
Illinois
$502K +$43.2K +2,403 +9%
LWANC
653
Laurel Wealth Advisors (North Carolina)
North Carolina
$494K +$1.94K +108 +0.4%
S
654
SignatureFD
Georgia
$492K +$33.4K +1,863 +7%
GF
655
Gries Financial
Ohio
$491K – – –
Citadel Advisors
656
Citadel Advisors
Florida
$488K -$162K -9,057 -25%
SSW
657
Stone Summit Wealth
Florida
$486K +$10.8K +600 +2%
EW
658
Evoke Wealth
California
$485K – – –
SHWM
659
Silicon Hills Wealth Management
Texas
$483K -$53.5K -2,979 -10%
C
660
CEDRUS
Colorado
$481K +$11.3K +630 +2%
EA
661
Evolution Advisers
Virginia
$476K +$472K +26,334 +13,300%
LFG
662
Larson Financial Group
Missouri
$473K +$30.5K +1,695 +7%
SCA
663
Stillwater Capital Advisors
Pennsylvania
$471K – – –
GCP
664
Gill Capital Partners
Colorado
$471K +$377 +21 +0.1%
Prudential Financial
665
Prudential Financial
New Jersey
$470K +$470K +26,181 New
GIA
666
GHP Investment Advisors
Colorado
$469K -$26.9K -1,500 -5%
AAM
667
Austin Asset Management
Texas
$468K +$27.8K +1,545 +6%
OPS
668
Orion Portfolio Solutions
Nebraska
$464K +$30.7K +1,707 +7%
Franklin Resources
669
Franklin Resources
California
$462K – – –
GWM
670
Gray Wealth Management
Maine
$460K -$36.6K -2,040 -7%
IF
671
Intrua Financial
Texas
$459K -$2.75K -153 -0.6%
TC
672
Titleist Capital
Texas
$458K +$11.5K +639 +3%
MP
673
McDonald Partners
Ohio
$458K +$458K +25,536 New
BIAS
674
Beacon Investment Advisory Services
New Jersey
$453K -$22.9K -1,275 -5%
BDF
675
Balasa Dinverno & Foltz
$452K -$4.52K -252 -1%
25 26
27
28 29