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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 %
SWM
976
Selective Wealth Management
Virginia
$1K – – –
AWM
977
Atticus Wealth Management
Florida
$1K – – –
CFFP
978
Center for Financial Planning
Michigan
$1K +$1K +36 New
SC
979
Siena Capital
Ohio
$1K +$1K +36 New
RCM
980
Raleigh Capital Management
North Carolina
$1K +$1K +81 New
KFS
981
Kelly Financial Services
Massachusetts
$677 +$52 +3 +8%
LWMNY
982
Landmark Wealth Management (New York)
New York
$376 +$376 +1,128 New
WIM
983
Westside Investment Management
California
$8 – – –
PFG
984
Piershale Financial Group
Illinois
– -$64.8M -3,418,098 Closed
AG
985
Appleton Group
Wisconsin
– -$18.4M -972,102 Closed
K
986
Kemper
Illinois
– -$9.87M -520,458 Closed
JWM
987
Jackson Wealth Management
Florida
– -$9.51M -501,198 Closed
MAWAG
988
Mid-American Wealth Advisory Group
Missouri
– -$9.21M -485,496 Closed
CCM
989
Cullen Capital Management
New York
– -$9.05M -476,910 Closed
PA
990
PFG Advisors
Arizona
– -$3.35M -176,610 Closed
Jane Street
991
Jane Street
New York
– -$2.67M -140,478 Closed
Millennium Management
992
Millennium Management
New York
– -$2.48M -130,836 Closed
GB
993
Gunma Bank
Japan
– -$2.05M -108,000 Closed
Renaissance Technologies
994
Renaissance Technologies
New York
– -$1.96M -103,200 Closed
WG
995
Welch Group
Alabama
– -$1.33M -69,840 Closed
FTS
996
Fifth Third Securities
Ohio
– -$980K -51,630 Closed
TSS
997
Two Sigma Securities
New York
– -$949K -50,052 Closed
FC
998
Fulcrum Capital
Washington
– -$838K -44,154 Closed
SFG
999
SevenBridge Financial Group
Pennsylvania
– -$834K -43,980 Closed
CAMG
1000
CWA Asset Management Group
Florida
– -$611K -32,196 Closed
38 39
40
41 42