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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 %
TI
1001
Trexquant Investment
Connecticut
– -$584K -30,768 Closed
SIA
1002
SkyView Investment Advisors
New Jersey
– -$531K -27,978 Closed
CCM
1003
Carderock Capital Management
Maryland
– -$516K -27,180 Closed
FF
1004
Friedenthal Financial
New Jersey
– -$484K -25,488 Closed
EWA
1005
Exencial Wealth Advisors
Oklahoma
– -$407K -21,450 Closed
OMC
1006
Old Mission Capital
Illinois
– -$387K -20,400 Closed
TI
1007
Truepoint Inc
Ohio
– -$355K -18,690 Closed
SOAG
1008
Silver Oak Advisory Group
Oregon
– -$336K -17,706 Closed
WPWM
1009
Windward Private Wealth Management
Kansas
– -$296K -15,600 Closed
Baird Financial Group
1010
Baird Financial Group
Wisconsin
– -$281K -14,814 Closed
CIA
1011
Caerus Investment Advisors
Texas
– -$270K -14,256 Closed
SG
1012
Swarthmore Group
Pennsylvania
– -$259K -13,674 Closed
LGWM
1013
Litman Gregory Wealth Management
California
– -$256K -13,524 Closed
PPW
1014
Pasadena Private Wealth
California
– -$253K -13,350 Closed
CCG
1015
Chatham Capital Group
Georgia
– -$253K -13,350 Closed
ARC
1016
Advisor Resource Council
Texas
– -$241K -12,678 Closed
NPPM
1017
North Point Portfolio Managers
Ohio
– -$228K -12,000 Closed
IHWM
1018
Iron Horse Wealth Management
Iowa
– -$227K -11,982 Closed
SBWIC
1019
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$222K -11,712 Closed
MWAM
1020
Manhattan West Asset Management
California
– -$215K -11,352 Closed
BP
1021
BCK Partners
New York
– -$213K -11,250 Closed
ST
1022
Spinnaker Trust
Maine
– -$211K -11,136 Closed
BTWM
1023
Baker Tilly Wealth Management
Wisconsin
– -$210K -11,082 Closed
CG
1024
CFO4Life Group
Texas
– -$210K -11,076 Closed
SIMG
1025
Sonora Investment Management Group
Arizona
– -$210K -11,052 Closed
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