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Schwab US Large- Cap ETF
SCHX

984 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, 387 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $813K

11% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 71

0% more funds holding in top 10

Funds holding in top 10: 168 → 168 (0)

1% less funds holding

Funds holding: 992 → 984 (-8)

1% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 387

2% less capital invested

Capital invested by funds: $22.8B → $22.3B (-$443M)

191.99% less ownership

Funds ownership: 388.01% → 196.02% (-192%)

Holders
984
Holders Change
-8
Holders Change %
-0.81%
% of All Funds
15.52%
Holding in Top 10
168
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.65%
New
79
Increased
382
Reduced
387
Closed
71
Calls
$4.25M
Puts
$813K
Net Calls
+$3.44M
Net Calls Change
+$2.51M

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$137M
2
CSIA
Charles Schwab Investment Advisory
California
+$124M
3
Charles Schwab
Charles Schwab
California
+$94.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$92.9M
5
BPA
Beacon Pointe Advisors
California
+$83.4M

Top Sellers

Rank Fund Capital Flow
1
PCIA
Prime Capital Investment Advisors
Kansas
-$88.8M
2
CCM
Ciovacco Capital Management
Georgia
-$65.8M
3
PFG
Piershale Financial Group
Illinois
-$64.8M
4
AssetMark Inc
AssetMark Inc
California
-$27.3M
5
PRS
Pinkerton Retirement Specialists
Idaho
-$26.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
901
Carolinas Wealth Consulting
North Carolina
$50K – – –
FF
902
FourThought Financial
Florida
$47K – – –
GG
903
Gleason Group
Kentucky
$44K +$106 +6 +0.2%
National Bank of Canada
904
National Bank of Canada
Quebec, Canada
$41K -$18.9K -1,068 -50%
Citigroup
905
Citigroup
New York
$40K +$30.8K +1,737 +366%
BWP
906
Baldwin Wealth Partners
Massachusetts
$38K – – –
FP
907
Financial Perspectives
Minnesota
$37.7K – – –
VCM
908
Versant Capital Management
Arizona
$37K -$11.3K -636 -23%
AA
909
Atmos Advisory
Pennsylvania
$37K -$2.02K -114 -5%
CIA
910
Choate Investment Advisors
Massachusetts
$37K – – –
SLWA
911
San Luis Wealth Advisors
California
$37K +$17.3K +978 New
CAAS
912
Capital Asset Advisory Services
Michigan
$36K +$1.01K +57 +3%
HBW
913
Hazlett, Burt & Watson
West Virginia
$36K +$35.1K +1,980 New
SIC
914
SJS Investment Consulting
Ohio
$35K – – –
DI
915
Disciplined Investments
Oklahoma
$33K – – –
CIM
916
Contravisory Investment Management
Massachusetts
$33K +$3.4K +192 +12%
TF
917
TimeScale Financial
Massachusetts
$31K – – –
HWM
918
HighMark Wealth Management
Minnesota
$30K +$106 +6 +0.4%
AAP
919
Arax Advisory Partners
Colorado
$28K – – –
CWM
920
Cedar Wealth Management
California
$27K – – –
APW
921
Acima Private Wealth
Virginia
$24K – – –
CFN
922
Cordasco Financial Network
Florida
$24K +$22K +1,242 +1,592%
WT
923
Washington Trust
Rhode Island
$24K +$24.1K +1,362 New
PP
924
Pacifica Partners
Canada
$23K -$11.5K -648 -50%
SAM
925
Strategic Asset Management
Minnesota
$23K -$53 -3 -0.2%
35 36
37
38 39

SCHX Hedge Fund Activity: Q1 2022 in Review

984 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2022, worth a combined $22.3B — down 1.9% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHX positions and 71 closed out — a net gain of 8 holders — while 382 added to existing stakes and 387 trimmed.

The largest buyer was Creative Planning, adding an estimated $137M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $88.8M.

  • 984 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2022, down from 992 in Q4 2021.
  • Funds reported $22.3B of Schwab US Large- Cap ETF stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 79 funds opened new Schwab US Large- Cap ETF positions in Q1 2022 and 71 closed out, a net change of +8 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q1 2022 was Creative Planning, an estimated $137M added.
  • The largest Schwab US Large- Cap ETF seller in Q1 2022 was Prime Capital Investment Advisors, an estimated $88.8M sold.

Based on aggregated 13F filings for Q1 2022.