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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 %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$7.73M -$669K -32,337 -8%
RG
252
Raine Group
New York
$7.64M +$18.6K +900 +0.2%
CWA
253
Consilium Wealth Advisory
Texas
$7.42M +$103K +4,956 +1%
GSAM
254
Grant Street Asset Management
Pennsylvania
$7.35M -$393K -18,987 -5%
IWMA
255
Ironwood Wealth Management (Arizona)
Arizona
$7.34M -$328K -15,837 -4%
USCWA
256
U.S. Capital Wealth Advisors
Texas
$7.32M +$326K +15,768 +5%
LF
257
Lee Financial
Texas
$7.31M -$179K -8,661 -2%
TC
258
TownSquare Capital
Utah
$7.26M -$21.6M -1,044,801 -75%
RTL
259
Red Tortoise LLC
Georgia
$7.25M -$95.6K -4,620 -1%
MWA
260
Muirfield Wealth Advisors
North Carolina
$7.23M -$143K -6,900 -2%
OPWM
261
Oakwell Private Wealth Management
Texas
$7.17M -$19.3K -933 -0.3%
USWIA
262
UP Strategic Wealth Investment Advisors
Pennsylvania
$7.16M +$567K +27,417 +9%
FLPIM
263
F.L. Putnam Investment Management
Massachusetts
$7.1M +$430K +20,793 +6%
PAG
264
Private Advisor Group
New Jersey
$7.07M -$458K -22,143 -6%
KF
265
Krilogy Financial
Missouri
$6.98M -$38.5K -1,863 -0.5%
LPT
266
Legacy Private Trust
Wisconsin
$6.92M -$943K -45,585 -12%
TI
267
Truepoint Inc
Ohio
$6.89M -$596K -28,803 -8%
UAG
268
United Advisor Group
Ohio
$6.84M -$3.22M -155,889 -32%
PWM
269
Paulson Wealth Management
Illinois
$6.83M -$138K -6,672 -2%
GSC
270
Grey Street Capital
Illinois
$6.75M +$6.75M +326,298 New
CHA
271
Carmichael Hill & Associates
Maryland
$6.58M +$144K +6,963 +2%
ES
272
ETF Store
Kansas
$6.57M -$185K -8,946 -3%
WCFA
273
Walkner Condon Financial Advisors
Wisconsin
$6.51M +$448K +21,681 +7%
LNC
274
Lincoln National Corp
Pennsylvania
$6.46M +$954K +46,125 +17%
GCA
275
Gradient Capital Advisors
California
$6.46M -$421K -20,337 -6%
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