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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 %
FMN
676
Financial Management Network
California
$449K +$1.47K +81 +0.3%
IWN
677
Independent Wealth Network
Iowa
$444K -$12.5K -696 -3%
GG
678
Gofen & Glossberg
Illinois
$441K +$61.9K +3,450 +16%
BWP
679
BSW Wealth Partners
Colorado
$437K -$108 -6 -0%
FWIA
680
Fort Washington Investment Advisors
Ohio
$437K +$437K +24,360 New
CW
681
CreativeOne Wealth
Kansas
$436K +$11.7K +654 +3%
SF
682
Summit Financial
New Jersey
$435K -$17.6K -978 -4%
Principal Financial Group
683
Principal Financial Group
Iowa
$434K +$434K +24,156 New
MWA
684
Motive Wealth Advisors
Michigan
$433K – – –
MCC
685
Money Concepts Capital
Florida
$430K -$474K -26,400 -52%
MSA
686
McAlister Sweet & Associates
Texas
$425K -$1.29K -72 -0.3%
H
687
HoyleCohen
California
$423K -$3.17K -177 -0.7%
RFA
688
Resurgent Financial Advisors
Georgia
$422K -$753 -42 -0.2%
PAM
689
Private Asset Management
California
$416K -$4.31K -240 -1%
SB
690
Strategic Blueprint
Georgia
$411K +$171K +9,516 +71%
HI
691
Hudock Inc
Pennsylvania
$407K +$484 +27 +0.1%
QCG
692
Quadrant Capital Group
Ohio
$404K -$45.6K -2,538 -10%
AWA
693
Arkadios Wealth Advisors
Georgia
$402K -$179K -10,002 -31%
M&T Bank
694
M&T Bank
New York
$402K – – –
FCA
695
FinTrust Capital Advisors
South Carolina
$402K +$215 +12 +0.1%
LHEI
696
Leo H. Evart Inc
California
$400K +$400K +22,278 New
BCM
697
BTR Capital Management
California
$398K -$130K -7,212 -25%
DADC
698
D.A. Davidson & Co
Montana
$392K -$970 -54 -0.2%
HHGA
699
Halbert Hargrove Global Advisors
California
$391K +$162 +9 +0%
MWM
700
Midwest Wealth Management
Indiana
$388K – – –
26 27
28
29 30