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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,184 hedge funds and large institutions have $25.8B invested in Schwab US Large- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 400 increasing their positions, 510 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
17.16%
Holding in Top 10
189
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.08%
% of All Funds
2.74%
New
106
Increased
400
Reduced
510
Closed
64
Calls
$2.49M
Puts
$74K
Net Calls
+$2.42M
Net Calls Change
+$802K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$3.13B
2
D
Diversified
Delaware
$231M
3
AssetMark Inc
AssetMark Inc
California
$172M
4
CRC
Curi RMB Capital
Illinois
$77.5M
5
CSIA
Charles Schwab Investment Advisory
California
$6.06B

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$340M
2
SEI Investments
SEI Investments
Pennsylvania
$788M
3
KOC
Koss-Olinger Consulting
Florida
$0
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Morgan Stanley
Morgan Stanley
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
226
Foundations Investment Advisors
Arizona
$9.31M +$2.31M +111,816 +33%
NIC
227
Northwest Investment Counselors
Oregon
$9.25M +$68.8K +3,327 +0.7%
SFWC
228
Strategic Family Wealth Counselors
New Jersey
$9.21M +$124K +5,982 +1%
CWM
229
Castle Wealth Management
Florida
$8.98M -$353K -17,052 -4%
NRI
230
NFP Retirement Inc
California
$8.77M -$3.29M -159,114 -27%
EH
231
Equitable Holdings
New York
$8.73M +$36.1K +1,743 +0.4%
GIA
232
Gladstone Institutional Advisory
Florida
$8.64M +$552K +26,661 +7%
OIA
233
OneDigital Investment Advisors
Kansas
$8.59M -$83.4K -4,032 -1%
LSAG
234
Lake Street Advisors Group
New Hampshire
$8.55M – – –
AMM
235
American Money Management
California
$8.49M -$21.9K -1,059 -0.3%
RFA
236
RTD Financial Advisors
Pennsylvania
$8.48M -$10.3K -498 -0.1%
VAMG
237
Voisard Asset Management Group
Michigan
$8.47M -$312K -15,069 -4%
PIMG
238
Patriot Investment Management Group
Tennessee
$8.38M -$1.13M -54,672 -12%
CFO
239
CVA Family Office
Colorado
$8.38M +$5.59K +270 +0.1%
AFA
240
AA Financial Advisors
Ohio
$8.36M -$132K -6,369 -2%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$8.31M +$1.7M +81,948 +26%
EWP
242
Elevation Wealth Partners
California
$8.23M +$620K +29,967 +8%
AIM
243
AMI Investment Management
Indiana
$8.2M -$224K -10,827 -3%
Jane Street
244
Jane Street
New York
$8.16M +$8.16M +394,563 New
BAMG
245
Brand Asset Management Group
Missouri
$7.95M -$226K -10,926 -3%
PCWA
246
Pacific Capital Wealth Advisors
California
$7.93M -$65.7K -3,177 -0.8%
AT
247
American Trust
Kentucky
$7.88M -$37.4M -1,806,933 -83%
MA
248
MBA Advisors
Pennsylvania
$7.86M -$96.3K -4,656 -1%
CRA
249
Clear Rock Advisors
Texas
$7.81M -$156K -7,548 -2%
EW
250
Element Wealth
Mississippi
$7.81M -$37.7K -1,821 -0.5%
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