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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 %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$17.1M +$336K +18,714 +2%
D
127
Diversified
Delaware
$17.1M +$15.9M +885,669 +1,363%
LWA
128
Lenox Wealth Advisors
New York
$16.9M -$947K -53,385 -5%
SPA
129
Sentinel Pension Advisors
Massachusetts
$16.7M +$205K +11,415 +1%
PWM
130
Provident Wealth Management
Tennessee
$16.7M +$1.75M +97,377 +12%
ACA
131
Ascension Capital Advisors
Texas
$16.7M +$159K +8,877 +1%
DW
132
Domani Wealth
Pennsylvania
$16.7M -$43.5K -2,424 -0.3%
MSFS
133
Main Street Financial Solutions
Pennsylvania
$16.5M +$1.53M +85,221 +10%
FI
134
FIDELIS iM
Oregon
$16.4M +$134K +7,485 +0.8%
AIA
135
Arcadia Investment Advisors
Idaho
$16.4M -$17.3M -964,548 -51%
LIM
136
Leavell Investment Management
Alabama
$16.3M +$196K +10,893 +1%
Goldman Sachs
137
Goldman Sachs
New York
$16.3M +$2.01M +112,131 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
138
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.2M +$16.2M +900,000 New
CAAM
139
Cornerstone Advisors Asset Management
Pennsylvania
$15.9M +$1.7M +94,605 +12%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$15.8M +$1.76M +97,860 +13%
EWM
141
Empirical Wealth Management
Washington
$15.6M +$1.02M +56,580 +7%
BDF
142
Black Diamond Financial
Maryland
$15.6M -$1.83M -101,808 -10%
AWM
143
Abound Wealth Management
Tennessee
$15.4M +$114K +6,327 +0.7%
BWA
144
Burt Wealth Advisors
Maryland
$15.4M +$1.19M +66,150 +8%
CCM
145
Coldstream Capital Management
Washington
$15.3M -$134K -7,446 -0.9%
CAG
146
Compass Advisory Group
New York
$14.6M +$1.71M +95,127 +13%
FCM
147
Fortis Capital Management
Washington
$14.6M +$2.03M +113,331 +16%
AIM
148
Anchor Investment Management
South Carolina
$14.5M -$126K -7,011 -0.9%
ACM
149
Alpha Capital Management
Texas
$14.3M +$826K +46,020 +6%
BAAM
150
Baker Avenue Asset Management
California
$14.2M +$1.11M +61,689 +8%
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