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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.

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
1
Creative Planning
Kansas
$531M
2
CSIA
2
Charles Schwab Investment Advisory
California
$7.28B
3
Charles Schwab
3
Charles Schwab
California
$1.97B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$580M
5
BPA
5
Beacon Pointe Advisors
California
$124M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$190M
2
CCM
2
Ciovacco Capital Management
Georgia
$7.26M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
AssetMark Inc
4
AssetMark Inc
California
$96.2M
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$7.28B +$126M +6,992,151 +2%
Charles Schwab
2
Charles Schwab
California
$1.97B +$95.8M +5,338,668 +5%
SEI Investments
3
SEI Investments
Pennsylvania
$1.6B +$10.7M +595,143 +0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$667M +$81.1M +4,519,014 +14%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$580M +$94.2M +5,247,681 +19%
Creative Planning
6
Creative Planning
Kansas
$531M +$139M +7,722,492 +35%
UBS Group
7
UBS Group
Switzerland
$457M -$1.24M -68,964 -0.3%
SFG
8
Sage Financial Group
Pennsylvania
$422M -$1.75M -97,254 -0.4%
HSA
9
HBK Sorce Advisory
Pennsylvania
$374M +$2.86M +159,387 +0.8%
AWS
10
AJ Wealth Strategies
New York
$253M -$14M -781,389 -5%
CWM
11
Campbell Wealth Management
Virginia
$241M +$166K +9,252 +0.1%
Mariner
12
Mariner
Kansas
$214M +$3.61M +200,946 +2%
PCIA
13
Prime Capital Investment Advisors
Kansas
$190M -$190M -5,017,098 -50%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$182M -$562K -30,942 -0.3%
MGIA
15
Moneta Group Investment Advisors
Missouri
$181M +$39.9M +2,221,593 +28%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$177M +$18.2M +1,013,664 +11%
HighTower Advisors
17
HighTower Advisors
Illinois
$177M +$13M +722,964 +8%
KOC
18
Koss-Olinger Consulting
Florida
$154M +$6.72M +374,274 +5%
ML
19
McAdam LLC
Pennsylvania
$138M +$11.1M +620,181 +9%
AWM
20
Adams Wealth Management
Utah
$135M +$5.91M +328,983 +5%
WP
21
WealthSource Partners
California
$132M +$41M +2,286,018 +45%
BPA
22
Beacon Pointe Advisors
California
$124M +$84.6M +4,713,630 +216%
BWA
23
BlueSky Wealth Advisors
North Carolina
$112M -$4.4M -245,085 -4%
EWM
24
Evermay Wealth Management
Virginia
$107M -$1.83M -102,081 -2%
LPL Financial
25
LPL Financial
California
$99.2M -$14.4M -799,863 -13%
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