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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 %
KPCM
926
Kings Point Capital Management
New York
$21K -$51.7K -2,910 -71%
NDSI
927
Newman Dignan & Sheerar Inc
Rhode Island
$18.2K -$211 -11,754 -1%
JHCP
928
Jackson Hole Capital Partners
Oklahoma
$17K – – –
GI
929
Gradient Investments
Minnesota
$17K +$5.46K +312 +47%
HS
930
Horan Securities
United States
$16K – – –
CCM
931
Covington Capital Management
California
$14K -$641 -36 -4%
HA
932
Herold Advisors
New York
$13.9K +$13.9K +774 New
CAL
933
Capital Advisors Ltd
Ohio
$13K -$1.12M -55,377 -99%
TRCT
934
Tower Research Capital (TRC)
New York
$12K -$481K -27,420 -98%
MAM
935
Marquette Asset Management
Minnesota
$12K – – –
T
936
TCWP
Ohio
$12K +$12K +720 New
HCM
937
Horrell Capital Management
Arkansas
$11K – – –
AWM
938
Aberdeen Wealth Management
Illinois
$11K – – –
CWP
939
Concord Wealth Partners
Virginia
$11K – – –
DWMG
940
DB Wealth Management Group
California
$11K +$1.89K +108 +21%
CSB
941
City State Bank
Iowa
$11K +$11K +600 New
TCWA
942
Ten Capital Wealth Advisors
Washington
$10K -$22.3K -1,284 -69%
ODG
943
O'Dell Group
Ohio
$10K -$838 -45 -8%
EWM
944
EPG Wealth Management
Georgia
$10K +$8.62K +489 +627%
Qube Research & Technologies (QRT)
945
Qube Research & Technologies (QRT)
United Kingdom
$9K -$37.5K -2,100 -81%
TFGT
946
TS Financial Group (TSFG)
Illinois
$9K – – –
PFS
947
Prospera Financial Services
Texas
$9K +$9K +519 New
SCA
948
Stonebridge Capital Advisors
Minnesota
$8K +$778 +42 +11%
First Manhattan
949
First Manhattan
New York
$8K +$4.2K +252 +111%
GTAM
950
Global Trust Asset Management
Florida
$8K +$8K +450 New
36 37
38
39 40