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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
+$139M
2
CSIA
Charles Schwab Investment Advisory
California
+$126M
3
Charles Schwab
Charles Schwab
California
+$95.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$94.2M
5
BPA
Beacon Pointe Advisors
California
+$84.6M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$190M
2
CCM
Ciovacco Capital Management
Georgia
-$66.7M
3
PFG
Piershale Financial Group
Illinois
-$64.8M
4
AssetMark Inc
AssetMark Inc
California
-$27.7M
5
PRS
Pinkerton Retirement Specialists
Idaho
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPM
151
Sensible Financial Planning & Management
Massachusetts
$14.2M +$68.9K +3,837 +0.5%
BWM
152
BCS Wealth Management
Tennessee
$13.9M -$1.67M -93,309 -11%
RWRC
153
R.W. Roge & Company
New York
$13.8M +$54 +3 +0%
CFA
154
Cahill Financial Advisors
Minnesota
$13.7M -$421K -23,469 -3%
SIC
155
Salem Investment Counselors
North Carolina
$13.6M +$265K +14,790 +2%
LBC
156
Lowe Brockenbrough & Co
Virginia
$13.3M -$248K -13,794 -2%
CCA
157
Cobblestone Capital Advisors
New York
$13.3M -$368K -20,493 -3%
ACA
158
Aptus Capital Advisors
Alabama
$12.9M +$789K +43,950 +7%
FWP
159
FAS Wealth Partners
Kansas
$12.6M +$232K +12,924 +2%
DWM
160
Destination Wealth Management
California
$12.5M -$7.6M -423,537 -38%
GG
161
Greenwood Gearhart
Arkansas
$12.2M +$379K +21,114 +3%
WA
162
WBH Advisory
Maryland
$12.1M +$46.2K +2,727 +0.4%
JPMPWA
163
J.P. Morgan Private Wealth Advisors
California
$11.9M +$40K +2,226 +0.3%
AF
164
Allworth Financial
California
$11.8M +$3.57M +198,876 +43%
PA
165
Planning Alternatives
Michigan
$11.7M -$834K -46,473 -7%
PCWA
166
Pacific Capital Wealth Advisors
California
$11.5M -$22.7K -1,266 -0.2%
NCM
167
Northwest Capital Management
Oregon
$11.2M +$1.77M +98,823 +19%
TLP
168
Trinity Legacy Partners
Texas
$11.1M +$605K +33,726 +6%
WCG
169
Wall Capital Group
Arizona
$11.1M +$1.77M +98,796 +19%
CHA
170
Cooper/Haims Advisors
New York
$10.9M -$1.65M -91,695 -13%
BWFA
171
Baltimore-Washington Financial Advisors
Maryland
$10.7M +$10.7M +1,986 New
FNC
172
First National Corp
Massachusetts
$10.3M -$266K -14,844 -3%
MHR
173
Matthew Hamilton Rosenberg
$10.2M +$1.08M +60,318 +12%
SVWAG
174
Sound View Wealth Advisors Group
Georgia
$9.89M +$175K +9,741 +2%
AIM
175
AMI Investment Management
Indiana
$9.71M -$993K -55,323 -9%
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