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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 %
SPA
276
Sentinel Pension Advisors
Massachusetts
$6.38M -$4.66K -225 -0.1%
CWM
277
Circle Wealth Management
New Jersey
$6.36M +$15.3K +741 +0.2%
NA
278
NewEdge Advisors
Louisiana
$6.34M +$822K +39,726 +15%
NIM
279
Nicollet Investment Management
Minnesota
$6.31M -$764K -36,954 -11%
SWM
280
Shelton Wealth Management
Texas
$6.31M -$350K -16,908 -5%
HG
281
Harbor Group
New Hampshire
$6.27M -$90.5K -4,374 -1%
MW
282
MBL Wealth
North Carolina
$6.25M +$155K +7,500 +3%
CWA
283
Cornerstone Wealth Advisors
Minnesota
$6.2M -$302K -14,619 -5%
MWM
284
MinichMacGregor Wealth Management
New York
$6.16M -$101K -4,899 -2%
BCP
285
Blackhawk Capital Partners
Wisconsin
$6.14M -$422K -20,385 -6%
ACM
286
Arcataur Capital Management
Wisconsin
$6.11M -$164K -7,926 -3%
FSWA
287
Financial Synergies Wealth Advisors
Texas
$6.08M -$732K -35,370 -11%
US Bancorp
288
US Bancorp
Minnesota
$6.07M -$5.47M -264,213 -47%
LFGO
289
Legacy Financial Group (Oklahoma)
Oklahoma
$6.07M -$394K -19,053 -6%
CA
290
Cetera Advisors
Colorado
$6M -$1.1M -53,256 -16%
OFG
291
Omega Financial Group
California
$5.99M +$158K +7,644 +3%
ECM
292
Exchange Capital Management
Michigan
$5.9M -$556K -26,898 -9%
ATWA
293
Arbor Trust Wealth Advisors
Michigan
$5.89M -$64.5K -3,171 -1%
MHR
294
Matthew Hamilton Rosenberg
$5.88M -$216K -10,434 -4%
SWA
295
SFMG Wealth Advisors
Texas
$5.88M -$7.01K -339 -0.1%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$5.88M +$305K +14,733 +5%
PWM
297
Perigon Wealth Management
California
$5.82M -$2.45M -118,656 -30%
BIA
298
Bigelow Investment Advisors
Maine
$5.75M -$15.8K -765 -0.3%
WA
299
Waverly Advisors
Alabama
$5.75M +$3.56M +172,302 +163%
CFG
300
Clayton Financial Group
Missouri
$5.73M +$423K +20,442 +8%
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