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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 %
HNB
776
Huntington National Bank
Ohio
$284K -$131K – –
TFA
777
Teamwork Financial Advisors
Texas
$284K +$284K +15,816 New
PK
778
Pflug Koory
Nebraska
$282K – – –
PFA
779
Pathway Financial Advisors
Vermont
$281K – – –
FBFS
780
First Business Financial Services
Wisconsin
$280K – – –
RIS
781
Retirement Income Solutions
Michigan
$280K – – –
PFA
782
Plotkin Financial Advisors
Maryland
$279K – – –
CIA
783
Capital Investment Advisors
Georgia
$278K -$79.3K -4,425 -22%
GW
784
GW & Wade
Massachusetts
$274K +$161 +9 +0.1%
Bessemer Group
785
Bessemer Group
New Jersey
$272K -$114K -6,348 -30%
CA
786
Cambridge Advisors
Nebraska
$271K +$10.8K +600 +4%
RPG
787
Resource Planning Group
Georgia
$270K -$5.54K -309 -2%
FLA
788
Financial Life Advisors
Texas
$269K – – –
WCA
789
Waypoint Capital Advisors
Minnesota
$269K +$3.82K +213 +1%
BWA
790
Beam Wealth Advisors
Louisiana
$268K -$34.9K -1,941 -12%
LF
791
LifeSteps Financial
California
$268K – – –
FMWA
792
Forvis Mazars Wealth Advisors
Missouri
$265K – – –
Comerica Bank
793
Comerica Bank
Texas
$263K -$2.49K -141 -0.9%
SSCA
794
South Shore Capital Advisors
Massachusetts
$261K – – –
TWM
795
Tradition Wealth Management
Minnesota
$260K -$68.6K -3,816 -21%
PCM
796
Parsons Capital Management
Rhode Island
$256K -$3.88K -216 -1%
HIM
797
Harbour Investment Management
Washington
$254K – – –
PCM
798
Palouse Capital Management
Washington
$253K -$75.5K -4,200 -23%
WW
799
Westshore Wealth
California
$253K +$753 +42 +0.3%
CWA
800
Clarity Wealth Advisors
California
$251K -$376 -21 -0.1%
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