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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 %
PAMG
826
Patton Albertson Miller Group
Tennessee
$219K -$10.8K -603 -5%
HWA
827
Heartwood Wealth Advisors
Virginia
$218K -$53K -2,952 -20%
RWA
828
Redhawk Wealth Advisors
Minnesota
$217K -$173K -9,651 -44%
LW
829
Linscomb Wealth
Texas
$217K -$1.02K -57 -0.5%
PMFA
830
Plante Moran Financial Advisors
Michigan
$216K – – –
ARIS
831
Advanced Research Investment Solutions
California
$215K – – –
SL
832
Summitry LLC
California
$215K +$215K +11,970 New
FM
833
Foster & Motley
Ohio
$214K +$214K +11,910 New
FEG
834
Fund Evaluation Group
Ohio
$213K – – –
SW
835
SteelPeak Wealth
California
$207K -$48.6K -2,700 -19%
RF
836
Robbins Farley
New Hampshire
$207K +$1.08K +60 +0.5%
BSSFA
837
Baron Silver Stevens Financial Advisors
Florida
$207K +$207K +11,544 New
WA
838
Winfield Associates
Ohio
$206K -$54 -3 -0%
GP
839
Girard Partners
Pennsylvania
$205K – – –
WJWM
840
Williams Jones Wealth Management
New York
$204K +$591 +33 +0.3%
AFA
841
AllGen Financial Advisors
Florida
$203K +$203K +11,319 New
SWIG
842
Strategic Wealth Investment Group
Kentucky
$203K -$48.1K -2,673 -19%
DIA
843
Dana Investment Advisors
Wisconsin
$203K -$8.07K -450 -4%
MA
844
MKT Advisors
California
$203K – – –
CWM
845
Cadence Wealth Management
Massachusetts
$202K +$7.71K +429 +4%
WIP
846
WealthCare Investment Partners
Rhode Island
$201K +$4.38K +249 +2%
CL
847
Choreo LLC
Illinois
$201K +$201K +11,217 New
Fifth Third Bancorp
848
Fifth Third Bancorp
Ohio
$174K +$36.5K +2,034 +27%
PG
849
Proffitt & Goodson
Tennessee
$173K – – –
MIM
850
Macroview Investment Management
Maryland
$170K +$7.77K +432 +5%
32 33
34
35 36