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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
$531M
2
CSIA
Charles Schwab Investment Advisory
California
$7.28B
3
Charles Schwab
Charles Schwab
California
$1.97B
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$580M
5
BPA
Beacon Pointe Advisors
California
$124M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$190M
2
CCM
Ciovacco Capital Management
Georgia
$7.26M
3
PFG
Piershale Financial Group
Illinois
$0
4
AssetMark Inc
AssetMark Inc
California
$96.2M
5
PRS
Pinkerton Retirement Specialists
Idaho
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
Scarborough Advisors
Maryland
$41.8M +$9.65M +537,552 +30%
FWM
52
Frontier Wealth Management
Missouri
$40.8M -$430K -24,738 -1%
VNA
53
Valley National Advisers
Pennsylvania
$39.8M +$2.34M +130,428 +6%
CMP
54
Courage Miller Partners
Virginia
$39.2M +$60.3K +3,357 +0.2%
IA
55
IFP Advisors
Florida
$38.6M +$25.7M +1,177,965 +201%
PFM
56
Parsec Financial Management
North Carolina
$37.9M -$2.74M -152,781 -7%
BMM
57
Buffington Mohr McNeal
Idaho
$37.4M +$450K +25,080 +1%
OCM
58
One Capital Management
California
$37.2M +$36M +2,006,556 +3,106%
BFG
59
Berger Financial Group
Minnesota
$37.1M +$4.48M +249,696 +14%
RA
60
Rational Advisors
New York
$37M +$37M +2,059,755 New
OWM
61
Orgel Wealth Management
Wisconsin
$36.4M +$627K +34,941 +2%
BO
62
BRR OpCo
Ohio
$36.3M +$250K +13,911 +0.7%
WANY
63
Wealthspire Advisors (New York)
New York
$36.2M +$763K +42,492 +2%
MI
64
Moneywise Inc
Virginia
$35.8M +$1.41M +78,540 +4%
JIP
65
Jaffetilchin Investment Partners
Florida
$35.1M +$25K +1,614 +0.1%
FMP
66
Financial Management Professionals
Texas
$35M +$23.3M +1,299,870 +200%
IAS
67
IMA Advisory Services
Colorado
$34M +$982K +54,726 +3%
AP
68
Appleton Partners
Massachusetts
$33.6M +$361K +20,121 +1%
AIP
69
Almanack Investment Partners
Pennsylvania
$32.3M -$9.42M -524,760 -23%
AA
70
Ancora Advisors
Ohio
$31.9M -$856K -47,706 -3%
NRI
71
NFP Retirement Inc
California
$31.8M -$525K -29,223 -2%
BHB
72
Bank Hapoalim BM
Israel
$31.2M +$20.5M +1,140,000 +190%
NSAM
73
North Star Asset Management
Wisconsin
$30.5M +$200K +11,166 +0.7%
NFG
74
Northeast Financial Group
Pennsylvania
$30.5M -$155K -8,610 -0.5%
MTC
75
Matrix Trust Company
Colorado
$30.4M -$546K -30,444 -2%
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