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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 %
PP
701
Patten & Patten
Tennessee
$387K – – –
IAA
702
Independent Advisor Alliance
North Carolina
$386K -$5.93K -330 -2%
RTS
703
Round Table Services
New Jersey
$383K +$99.3K +5,538 +35%
PAM
704
Premier Asset Management
Illinois
$381K -$669K -37,320 -64%
JPMorgan Chase & Co
705
JPMorgan Chase & Co
New York
$381K +$42.7K +2,382 +13%
EVM
706
Eaton Vance Management
Massachusetts
$381K +$288K +16,062 +309%
MA
707
Mutual Advisors
Nebraska
$379K -$30.6K -1,707 -7%
AIM
708
AHL Investment Management
Florida
$372K – – –
CF
709
Centaurus Financial
California
$371K -$266K -14,796 -42%
FPW
710
Flagship Private Wealth
Massachusetts
$368K +$54 +3 +0%
MCP
711
Mirador Capital Partners
California
$367K -$215 -12 -0.1%
CPP
712
Capasso Planning Partners
South Carolina
$367K +$57.5K +3,210 +19%
Koshinski Asset Management
713
Koshinski Asset Management
Illinois
$366K -$29.1K -1,623 -7%
AIA
714
Armor Investment Advisors
North Carolina
$365K -$10K -558 -3%
ACM
715
Armbruster Capital Management
New York
$363K -$54 -3 -0%
HFS
716
Heritage Financial Services
Massachusetts
$360K – – –
CFO
717
Collective Family Office
Pennsylvania
$356K -$168K -9,324 -32%
Carson Wealth (CWM LLC)
718
Carson Wealth (CWM LLC)
Nebraska
$354K -$19K -1,056 -5%
SG
719
StoneX Group
New York
$354K – – –
AWM
720
Aspire Wealth Management
Massachusetts
$352K -$1.83K -102 -0.5%
ML
721
Mayport LLC
Massachusetts
$352K +$8.68K +483 +3%
GC
722
Gratus Capital
Georgia
$352K +$44.9K +2,499 +15%
WWM
723
Wagner Wealth Management
South Carolina
$352K +$176K +9,810 +101%
FWM
724
Fortress Wealth Management
California
$351K -$30K -1,668 -8%
EFL
725
ERn Financial LLC
Wisconsin
$351K +$1.19K +66 +0.3%
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