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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 %
CPRC
326
Consolidated Portfolio Review Corp
New York
$4.88M +$75.5K +3,651 +2%
PI
327
PFG Investments
New York
$4.88M +$4.88M +235,746 New
CWA
328
Carolina Wealth Advisors
South Carolina
$4.83M -$188K -9,078 -4%
HFS
329
Hantz Financial Services
Michigan
$4.77M -$215K -10,413 -4%
CBFP
330
Cedar Brook Financial Partners
Ohio
$4.7M -$94.3K -4,557 -2%
CW
331
Connectus Wealth
Ohio
$4.69M -$178K -8,586 -4%
BI
332
Berkeley Inc
Idaho
$4.67M -$130K -6,270 -3%
MA
333
Mutual Advisors
Nebraska
$4.67M -$78.1K -3,777 -2%
FA
334
Financial Advisors
Massachusetts
$4.65M +$4.72K +228 +0.1%
SWM
335
SigFig Wealth Management
California
$4.6M +$1.14M +60,195 +33%
SWP
336
Stratos Wealth Partners
Ohio
$4.6M -$1.57M -76,074 -25%
BRWA
337
B. Riley Wealth Advisors
Florida
$4.55M -$435K -25,809 -9%
VCAM
338
Van Cleef Asset Management
Ohio
$4.55M +$281K +13,575 +7%
MCM
339
Mengis Capital Management
Oregon
$4.54M +$27.5K +1,329 +0.6%
AWS
340
Atria Wealth Solutions
New York
$4.52M +$148K +7,173 +3%
AAS
341
Avantax Advisory Services
Texas
$4.51M -$79.4K -3,840 -2%
PA
342
Parallel Advisors
California
$4.48M -$52K -2,514 -1%
PFM
343
Peak Financial Management
Massachusetts
$4.47M -$87.3K -4,218 -2%
AC
344
AlphaCore Capital
California
$4.43M +$367K +17,730 +9%
SAI
345
Savvy Advisors Inc
New York
$4.42M -$149K -7,188 -3%
HKIMG
346
Hutchens & Kramer Investment Management Group
Indiana
$4.37M -$939K -45,471 -18%
EWA
347
Exencial Wealth Advisors
Oklahoma
$4.36M -$3.3M -159,336 -43%
AWM
348
Axxcess Wealth Management
California
$4.25M -$734K -35,463 -15%
VST
349
Van Strum & Towne
California
$4.23M +$602K +29,112 +17%
ICG
350
InterOcean Capital Group
Tennessee
$4.22M -$550K -26,571 -12%
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