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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 %
SI
1026
Shaker Investments
Ohio
– -$209K -11,022 Closed
SI
1027
Stephens Inc
Arkansas
– -$206K -10,878 Closed
AR
1028
Apeiron RIA
Texas
– -$206K -10,848 Closed
SGK
1029
Steigerwald Gordon & Koch
Virginia
– -$204K -10,728 Closed
JAG
1030
Journey Advisory Group
Kentucky
– -$201K -10,584 Closed
CA
1031
CapWealth Advisors
Tennessee
– -$200K -10,542 Closed
PSIWM
1032
Paradigm Strategies in Wealth Management
Minnesota
– -$200K -10,530 Closed
BC
1033
Barnett & Company
Tennessee
– -$182K -9,600 Closed
CA
1034
CoreCap Advisors
Michigan
– -$157K -8,280 Closed
TC
1035
TAP Consulting
Missouri
– -$62K -3,288 Closed
AIA
1036
Angeles Investment Advisors
California
– -$53K -2,808 Closed
SFM
1037
Signet Financial Management
New Jersey
– -$41K -2,166 Closed
RI
1038
Rinkey Investments
California
– -$38K -2,046 Closed
PA
1039
PSI Advisors
Florida
– -$34K -1,812 Closed
CA
1040
Cornerstone Advisory
Maryland
– -$32K -1,674 Closed
IRAG
1041
Investment Research & Advisory Group
Georgia
– -$32K -1,662 Closed
SF
1042
SBK Financial
Virginia
– -$27K -1,422 Closed
RK
1043
Rather & Kittrell
Tennessee
– -$21K -1,140 Closed
WFS
1044
Widmann Financial Services
Maryland
– -$18K -996 Closed
DAM
1045
Delta Asset Management
Tennessee
– -$14K -750 Closed
FCG
1046
Financial Connections Group
California
– -$10K -576 Closed
EFS
1047
Econ Financial Services
Pennsylvania
– -$3.11M -498 Closed
Optiver Holding
1048
Optiver Holding
Netherlands
– -$9K -486 Closed
FCB
1049
First Command Bank
Texas
– -$6K -342 Closed
CFCI
1050
Comprehensive Financial Consultants Institutional
Indiana
– -$5K -294 Closed
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