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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 %
GG
901
Gleason Group
Kentucky
$44K +$108 +6 +0.2%
National Bank of Canada
902
National Bank of Canada
Quebec, Canada
$41K -$41K -1,068 -50%
Citigroup
903
Citigroup
New York
$40K +$31.4K +1,737 +366%
BWP
904
Baldwin Wealth Partners
Massachusetts
$38K – – –
FP
905
Financial Perspectives
Minnesota
$37.7K – – –
VCM
906
Versant Capital Management
Arizona
$37K -$11.3K -636 -23%
AA
907
Atmos Advisory
Pennsylvania
$37K -$2.03K -114 -5%
CIA
908
Choate Investment Advisors
Massachusetts
$37K – – –
SLWA
909
San Luis Wealth Advisors
California
$37K +$37K +978 New
CAAS
910
Capital Asset Advisory Services
Michigan
$36K +$1.03K +57 +3%
HBW
911
Hazlett, Burt & Watson
West Virginia
$36K +$36K +1,980 New
SIC
912
SJS Investment Consulting
Ohio
$35K – – –
DI
913
Disciplined Investments
Oklahoma
$33K – – –
CIM
914
Contravisory Investment Management
Massachusetts
$33K +$3.45K +192 +12%
TF
915
TimeScale Financial
Massachusetts
$31K – – –
HWM
916
HighMark Wealth Management
Minnesota
$30K +$109 +6 +0.4%
AAP
917
Arax Advisory Partners
Colorado
$28K – – –
CWM
918
Cedar Wealth Management
California
$27K – – –
APW
919
Acima Private Wealth
Virginia
$24K – – –
CFN
920
Cordasco Financial Network
Florida
$24K +$22.6K +1,242 +1,592%
WT
921
Washington Trust
Rhode Island
$24K +$24K +1,362 New
PP
922
Pacifica Partners
Canada
$23K -$23K -648 -50%
SAM
923
Strategic Asset Management
Minnesota
$23K -$54 -3 -0.2%
ACK
924
Andrew C. Karlinski
$23K +$739 +42 +3%
PGAM
925
Princeton Global Asset Management
New Jersey
$22K – – –
35 36
37
38 39