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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 %
ACG
176
Allen Capital Group
Nebraska
$9.69M -$984K -54,840 -9%
MFA
177
Morling Financial Advisors
California
$9.69M -$143K -7,953 -1%
DP
178
Denver PWM
Colorado
$9.58M -$5.02K -279 -0.1%
VBFG
179
Vishria Bird Financial Group
Tennessee
$9.57M +$9.26M +515,694 +3,007%
BAMG
180
Brand Asset Management Group
Missouri
$9.52M +$2.82M +157,068 +42%
MA
181
MCF Advisors
Kentucky
$9.52M +$9.52M +530,385 New
LCM
182
Leisure Capital Management
California
$9.47M -$26.8K -1,491 -0.3%
PCMC
183
Private Capital Management (Colorado)
Colorado
$9.42M +$5.02M +279,528 +114%
CP
184
Capital Planning
Washington
$9.42M +$3.34M +186,324 +55%
RRC
185
Relaxing Retirement Coach
Massachusetts
$9.39M +$1.4K +78 +0%
OIA
186
OneDigital Investment Advisors
Kansas
$9.38M -$78.9K -4,395 -0.8%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$9.34M +$8.28M +461,016 +774%
AWM
188
AE Wealth Management
Kansas
$9.2M +$1.88M +104,916 +26%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$9.18M -$62.8K -3,498 -0.7%
GSAM
190
Grant Street Asset Management
Pennsylvania
$9.15M -$729K -40,638 -7%
GCM
191
G2 Capital Management
Ohio
$8.99M -$54 -3 -0%
CWA
192
Consilium Wealth Advisory
Texas
$8.93M -$3.56M -198,453 -29%
NIC
193
Northwest Investment Counselors
Oregon
$8.84M -$149K -8,301 -2%
AWM
194
Avior Wealth Management
Nebraska
$8.68M -$233K -12,981 -3%
SFWC
195
Strategic Family Wealth Counselors
New Jersey
$8.6M +$561K +31,272 +7%
CAN
196
Cetera Advisor Networks
California
$8.49M +$218K +12,156 +3%
RFA
197
RTD Financial Advisors
Pennsylvania
$8.32M -$238K -13,257 -3%
CFO
198
CVA Family Office
Colorado
$8.29M +$334K +18,621 +4%
RJFSA
199
Raymond James Financial Services Advisors
Florida
$8.17M -$1.64M -91,410 -17%
LSAG
200
Lake Street Advisors Group
New Hampshire
$7.95M -$224K -12,453 -3%
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