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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 %
DB
101
Dravo Bay
Delaware
$23.4M -$166K -9,234 -0.7%
HWM
102
HB Wealth Management
Georgia
$23.1M +$998K +55,596 +5%
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$22.5M -$3.19M -177,690 -12%
VC
104
Veery Capital
Delaware
$22.4M +$220K +12,237 +1%
AIM
105
Athena Investment Management
California
$22.1M +$22.1M +1,231,149 New
IWC
106
Integrated Wealth Concepts
Massachusetts
$21.8M -$8.73M -486,348 -29%
ACWM
107
Adams Chetwood Wealth Management
North Carolina
$21.4M +$8.99K +501 +0%
MWA
108
Martel Wealth Advisors
Washington
$21.3M -$489K -27,249 -2%
PWA
109
Pillar Wealth Advisors
Pennsylvania
$20.3M -$377K -21,027 -2%
AI
110
Atria Investments
North Carolina
$20.1M +$488K +27,183 +2%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$20M +$603K +33,621 +3%
ADL
112
Asset Dedication LLC
California
$20M -$904K -50,343 -4%
MCM
113
MAI Capital Management
Ohio
$20M -$631K -35,151 -3%
CFIA
114
Cantor Fitzgerald Investment Advisors
New York
$19.9M +$3.1M +172,962 +19%
PAG
115
Powers Advisory Group
Illinois
$19.4M +$995K +55,422 +5%
VFIC
116
Valley Forge Investment Consultants
Pennsylvania
$19M +$2.71M +150,750 +17%
DBRC
117
D.B. Root & Company
Pennsylvania
$18.8M +$37.5K +2,091 +0.2%
DAS
118
Dynamic Advisor Solutions
Arizona
$18.6M +$559K +31,164 +3%
MFC
119
Morris Financial Concepts
South Carolina
$18.3M +$212K +11,805 +1%
SDWMA
120
Schneider Downs Wealth Management Advisors
Pennsylvania
$18.2M +$1.2M +66,819 +7%
SFG
121
SNS Financial Group
Minnesota
$18.1M +$3.12M +173,589 +21%
RDWM
122
Red Door Wealth Management
Tennessee
$18M +$413K +23,001 +2%
Wells Fargo
123
Wells Fargo
California
$18M +$46.7K +2,601 +0.3%
PRS
124
Pinkerton Retirement Specialists
Idaho
$17.3M -$26.4M -1,473,360 -60%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$17.2M +$16.8M +923,313 +4,658%
3 4
5
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