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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 %
HR
751
Howe & Rusling
New York
$321K -$40.9K -2,280 -11%
TP
752
Tranquility Partners
Tennessee
$319K +$11.8K +660 +4%
LMKC
753
L.M. Kohn & Company
Ohio
$319K +$319K +17,742 New
ESB
754
Essex Savings Bank
Connecticut
$317K -$10.9K -606 -3%
GA
755
Geller Advisors
New York
$315K – – –
ABC
756
Associated Banc-Corp
Wisconsin
$314K – – –
HCMT
757
Highland Capital Management (Tennessee)
Tennessee
$313K – – –
SEIA
758
Signature Estate & Investment Advisors
California
$312K -$63.3K -3,522 -17%
CPA
759
Cardiff Park Advisors
California
$309K +$592 +33 +0.2%
HGWM
760
Horst & Graben Wealth Management
Oregon
$308K -$54 -3 -0%
GBT
761
Grove Bank & Trust
Florida
$307K – – –
CIAS
762
Capital Investment Advisory Services
North Carolina
$307K +$6.14K +342 +2%
RPA
763
Rock Point Advisors
Vermont
$306K -$4.31K -240 -1%
NFC
764
Northeast Financial Consultants
Connecticut
$302K – – –
RCA
765
Riverview Capital Advisers
Massachusetts
$300K +$1.83K +102 +0.6%
CGFA
766
Colton Groome Financial Advisors
North Carolina
$300K -$4.9K -273 -2%
BAM
767
Bellevue Asset Management
Washington
$300K – – –
FMII
768
Farmers & Merchants Investments Inc
Nebraska
$294K -$50.3K -2,796 -15%
ECM
769
Evergreen Capital Management
Washington
$294K +$1.03K +57 +0.3%
NHC
770
Nicholas Hoffman & Company
Georgia
$290K -$26.2K -1,461 -8%
SAA
771
Southeast Asset Advisors
Georgia
$290K – – –
GA
772
Gateway Advisory
New Jersey
$290K – – –
RSWM
773
Robertson Stephens Wealth Management
California
$287K -$17.4K -969 -6%
CT
774
Cambridge Trust
Massachusetts
$287K – – –
OSAM
775
O'Shaughnessy Asset Management
Connecticut
$285K +$5.93K +330 +2%
29 30
31
32 33