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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
$531M
2
CSIA
Charles Schwab Investment Advisory
California
$7.28B
3
Charles Schwab
Charles Schwab
California
$1.97B
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$580M
5
BPA
Beacon Pointe Advisors
California
$124M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$190M
2
CCM
Ciovacco Capital Management
Georgia
$7.26M
3
PFG
Piershale Financial Group
Illinois
$0
4
AssetMark Inc
AssetMark Inc
California
$96.2M
5
PRS
Pinkerton Retirement Specialists
Idaho
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
76
Advanced Asset Management Advisors
Ohio
$30.3M – – –
CWM
77
Congress Wealth Management
Massachusetts
$30.2M -$10.9M -606,651 -26%
MWP
78
Meridian Wealth Partners
Pennsylvania
$30.1M +$5.27M +293,736 +21%
TCM
79
Tradewinds Capital Management
Washington
$29.9M +$2.37M +131,787 +9%
BCI
80
Brinker Capital Investments
Pennsylvania
$28.6M -$1.51M -83,877 -5%
Stifel Financial
81
Stifel Financial
Missouri
$28.3M -$4.37M -243,630 -13%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$28.2M -$426K -23,721 -1%
AFS
83
Access Financial Services
Minnesota
$27.9M +$2.2M +122,418 +9%
FC
84
Financial Consulate
Maryland
$27.5M +$2.46M +136,824 +10%
RWP
85
Revolve Wealth Partners
New Jersey
$27.4M +$27.9K +1,557 +0.1%
SFMG
86
Sage Financial Management Group
Virginia
$26.4M +$688K +38,310 +3%
NC
87
NewSquare Capital
Pennsylvania
$26.4M +$1.89M +105,261 +8%
VAS
88
Valicenti Advisory Services
New York
$26.3M +$1.46M +81,549 +6%
FFN
89
Focus Financial Network
Minnesota
$26.2M +$26.2M +1,461,987 New
MFGP
90
Marshall Financial Group (Pennsylvania)
Pennsylvania
$26M +$150K +8,343 +0.6%
MF
91
Manchester Financial
California
$25.9M +$3.14M +174,795 +14%
SWA
92
Sutton Wealth Advisors
Florida
$25.6M +$55.1K +3,069 +0.2%
BA
93
Ballast Advisors
Minnesota
$25.2M +$867K +48,309 +4%
CG
94
Colony Group
Massachusetts
$25.1M -$756K -42,096 -3%
RCIM
95
Red Cedar Investment Management
Michigan
$25.1M -$89.2K -4,968 -0.4%
BA
96
Bristlecone Advisors
Washington
$25M -$517K -28,815 -2%
CCA
97
Clearwater Capital Advisors
Illinois
$24.3M +$572K +31,848 +2%
SJIM
98
St. Johns Investment Management
Florida
$23.9M -$1.17M -65,382 -5%
KCPG
99
Kavar Capital Partners Group
Kansas
$23.6M -$105K -5,844 -0.4%
KWM
100
Kolinsky Wealth Management
New Jersey
$23.5M +$231K +12,879 +1%
2 3
4
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