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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
WT
976
Whittier Trust
California
$2K +$2.12K +120 New
AWM
977
Atticus Wealth Management
Florida
$1K – – –
HPC
978
HM Payson & Co
Maine
$1K – – –
SWM
979
Selective Wealth Management
Virginia
$1K – – –
CFFP
980
Center for Financial Planning
Michigan
$1K +$637 +36 New
SC
981
Siena Capital
Ohio
$1K +$637 +36 New
RCM
982
Raleigh Capital Management
North Carolina
$1K +$1.43K +81 New
KFS
983
Kelly Financial Services
Massachusetts
$677 +$53 +3 +8%
LWMNY
984
Landmark Wealth Management (New York)
New York
$376 +$20K +1,128 New
WIM
985
Westside Investment Management
California
$8 – – –
PFG
986
Piershale Financial Group
Illinois
– -$64.8M -3,418,098 Closed
AG
987
Appleton Group
Wisconsin
– -$18.4M -972,102 Closed
K
988
Kemper
Illinois
– -$9.87M -520,458 Closed
JWM
989
Jackson Wealth Management
Florida
– -$9.51M -501,198 Closed
MAWAG
990
Mid-American Wealth Advisory Group
Missouri
– -$9.21M -485,496 Closed
CCM
991
Cullen Capital Management
New York
– -$9.05M -476,910 Closed
PA
992
PFG Advisors
Arizona
– -$3.35M -176,610 Closed
Jane Street
993
Jane Street
New York
– -$2.67M -140,478 Closed
Millennium Management
994
Millennium Management
New York
– -$2.48M -130,836 Closed
GB
995
Gunma Bank
Japan
– -$2.05M -108,000 Closed
Renaissance Technologies
996
Renaissance Technologies
New York
– -$1.96M -103,200 Closed
WG
997
Welch Group
Alabama
– -$1.32M -69,840 Closed
FTS
998
Fifth Third Securities
Ohio
– -$980K -51,630 Closed
TSS
999
Two Sigma Securities
New York
– -$949K -50,052 Closed
FC
1000
Fulcrum Capital
Washington
– -$838K -44,154 Closed
38 39
40
41 42

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.