SCHX icon

Schwab US Large- Cap ETF

1,162 hedge funds and large institutions have $24.7B invested in Schwab US Large- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 404 increasing their positions, 414 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+121
Holders Change %
+11.62%
% of All Funds
17.03%
Holding in Top 10
195
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+22.64%
% of All Funds
2.86%
New
179
Increased
404
Reduced
414
Closed
45
Calls
$2.18M
Puts
$564K
Net Calls
+$1.62M
Net Calls Change
-$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
276
Foundations Investment Advisors
Arizona
$6.54M +$5.86M +303,135 +860%
OPWM
277
Oakwell Private Wealth Management
Texas
$6.54M -$3.5K -186 -0.1%
CA
278
Cetera Advisors
Colorado
$6.45M +$1.86M +98,973 +41%
NIM
279
Nicollet Investment Management
Minnesota
$6.43M -$188K -9,981 -3%
KF
280
Krilogy Financial
Missouri
$6.37M -$311K -16,518 -5%
USCWA
281
U.S. Capital Wealth Advisors
Texas
$6.36M +$331K +17,583 +5%
PWM
282
Paulson Wealth Management
Illinois
$6.33M -$224K -11,910 -3%
GCA
283
Gradient Capital Advisors
California
$6.25M -$259K -13,797 -4%
ACM
284
Argent Capital Management
Missouri
$6.22M +$5.73M +304,959 +1,166%
EWP
285
Elevation Wealth Partners
California
$6.21M +$6.21M +368,022 +613,370%
ES
286
ETF Store
Kansas
$6.14M +$89.5K +4,761 +1%
FLPIM
287
F.L. Putnam Investment Management
Massachusetts
$6.06M +$1.5M +79,647 +33%
SWM
288
Shelton Wealth Management
Texas
$6.05M -$1.82M -97,014 -23%
PGFC
289
Peapack-Gladstone Financial Corp
New Jersey
$6.01M +$1.6M +85,113 +36%
USWIA
290
UP Strategic Wealth Investment Advisors
Pennsylvania
$5.99M +$5.99M +318,531 New
BCP
291
Blackhawk Capital Partners
Wisconsin
$5.97M +$5.72M +304,392 +2,338%
CWA
292
Cornerstone Wealth Advisors
Minnesota
$5.91M -$380K -20,193 -6%
LFGO
293
Legacy Financial Group (Oklahoma)
Oklahoma
$5.87M -$145K -7,713 -2%
ECM
294
Exchange Capital Management
Michigan
$5.87M -$196K -10,440 -3%
CHA
295
Carmichael Hill & Associates
Maryland
$5.85M +$426K +22,644 +8%
SPA
296
Sentinel Pension Advisors
Massachusetts
$5.8M +$245K +13,014 +4%
HG
297
Harbor Group
New Hampshire
$5.78M -$122K -6,483 -2%
CWM
298
Circle Wealth Management
New Jersey
$5.77M +$18K +957 +0.3%
ACM
299
Arcataur Capital Management
Wisconsin
$5.7M -$21.4K -1,140 -0.4%
MWM
300
MinichMacGregor Wealth Management
New York
$5.7M -$155K -8,265 -3%