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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 %
PFC
201
Phocas Financial Corp
California
$7.93M -$1.1M -61,449 -12%
YAL
202
Your Advocates Ltd
Texas
$7.88M -$755K -42,069 -9%
5L
203
55I LLC
Massachusetts
$7.79M -$235K -13,107 -3%
BSW
204
Buckingham Strategic Wealth
Missouri
$7.65M +$192K +10,713 +3%
MLA
205
My Legacy Advisors
Oregon
$7.62M +$7.62M +424,686 New
AWM
206
Apollon Wealth Management
South Carolina
$7.54M -$947K -52,764 -11%
LF
207
Lee Financial
Texas
$7.44M -$94.5K -5,265 -1%
TIM
208
Tortoise Investment Management
New York
$7.42M +$350K +19,515 +5%
SWM
209
Shelton Wealth Management
Texas
$7.4M -$254K -14,133 -3%
CCM
210
Ciovacco Capital Management
Georgia
$7.26M -$66.7M -3,715,503 -90%
SWA
211
SFMG Wealth Advisors
Texas
$7.24M -$1.67M -92,844 -19%
ECM
212
Exchange Capital Management
Michigan
$7.17M -$255K -14,226 -3%
ICM
213
Intrepid Capital Management
Florida
$7.15M +$531K +29,565 +8%
MWM
214
MinichMacGregor Wealth Management
New York
$7.09M +$8.62K +480 +0.1%
EL
215
Essex LLC
Illinois
$6.98M +$456K +25,422 +7%
PIMG
216
Patriot Investment Management Group
Tennessee
$6.96M +$248K +13,812 +4%
TPA
217
Trivium Point Advisory
Connecticut
$6.96M +$914K +51,555 +15%
AWM
218
Axxcess Wealth Management
California
$6.94M -$69.7K -3,882 -1%
BIA
219
Bigelow Investment Advisors
Maine
$6.94M +$194K +10,815 +3%
CWA
220
Cornerstone Wealth Advisors
Minnesota
$6.91M -$555K -30,903 -7%
BPM
221
Bowling Portfolio Management
Ohio
$6.9M -$507K -28,269 -7%
HCM
222
Hengehold Capital Management
Ohio
$6.89M -$341K -18,972 -5%
EW
223
Element Wealth
Mississippi
$6.75M -$218K -12,153 -3%
PMG
224
ProVise Management Group
Florida
$6.72M +$206K +11,469 +3%
OPWM
225
Oakwell Private Wealth Management
Texas
$6.69M -$4.47K -249 -0.1%
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