SCHX icon

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 %
MWM
301
Mission Wealth Management
California
$5.73M +$1.61M +77,640 +39%
RJA
302
Raymond James & Associates
Florida
$5.71M +$5.9K +285 +0.1%
MAS
303
Madden Advisory Services
Florida
$5.66M -$326K -15,783 -5%
LWM
304
LongView Wealth Management
Georgia
$5.62M +$720K +34,794 +15%
GFP
305
Guardian Financial Partners
California
$5.62M +$415K +20,040 +8%
SPI
306
Santori & Peters Inc
Pennsylvania
$5.62M -$123K -5,928 -2%
TSWM
307
Triangle Securities Wealth Management
North Carolina
$5.57M +$110K +5,310 +2%
CFMC
308
Curbstone Financial Management Corp
New Hampshire
$5.5M +$261K +12,600 +5%
AI
309
Atria Investments
North Carolina
$5.49M +$1.92M +92,814 +54%
DSA
310
Droms Strauss Advisors
Missouri
$5.46M +$264K +12,759 +5%
BAM
311
Berkshire Asset Management
Pennsylvania
$5.39M +$275K +13,272 +5%
EWA
312
EP Wealth Advisors
California
$5.37M -$34.4K -1,665 -0.6%
BCM
313
Barden Capital Management
Texas
$5.34M -$2.8M -135,495 -34%
NRW
314
Nova R Wealth
Kansas
$5.28M +$5.28M +255,093 New
AL
315
Aspiriant LLC
California
$5.26M -$101K -4,896 -2%
KFC
316
Klingenstein Fields & Co
New York
$5.26M -$154K -7,455 -3%
PFM
317
Phillips Financial Management
Indiana
$5.23M -$54.7K -2,646 -1%
VT
318
Vise Technologies
New York
$5.22M -$511K -24,687 -9%
B
319
Birchbrook
Maine
$5.2M -$925K -44,727 -15%
SMA
320
Sage Mountain Advisors
Georgia
$5.15M +$11.6K +561 +0.2%
TWP
321
Tempus Wealth Planning
California
$5M -$193K -9,351 -4%
PA
322
Procyon Advisors
Connecticut
$4.99M -$2.32M -112,377 -32%
Lido Advisors
323
Lido Advisors
California
$4.98M +$4.98M +240,756 New
WOC
324
West Oak Capital
California
$4.98M +$298K +14,415 +6%
B
325
Bailard
California
$4.9M +$198K +9,570 +4%
11 12
13
14 15