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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,161 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 178 funds opening new positions, 404 increasing their positions, 414 reducing their positions, and 45 closing their positions.

Holders
1,161
Holders Change
+120
Holders Change %
+11.53%
% of All Funds
17.02%
Holding in Top 10
195
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+22.64%
% of All Funds
2.86%
New
178
Increased
404
Reduced
414
Closed
45
Calls
$2.18M
Puts
$564K
Net Calls
+$1.62M
Net Calls Change
-$4.06M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$299M
2
KOC
2
Koss-Olinger Consulting
Florida
$172M
3
Charles Schwab
3
Charles Schwab
California
$2.72B
4
Morgan Stanley
4
Morgan Stanley
New York
$194M
5
Goldman Sachs
5
Goldman Sachs
New York
$92.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$363M
2
AWM
2
Adams Wealth Management
Utah
$49.8M
3
FMP
3
Financial Management Professionals
Texas
$20.9M
4
IAS
4
IMA Advisory Services
Colorado
$0
5
CF
5
Cantor Fitzgerald
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
D
26
Diversified
Delaware
$123M +$26.9M +1,428,552 +28%
CAM
27
Cresset Asset Management
Illinois
$115M -$3.05M -162,126 -3%
BWA
28
BlueSky Wealth Advisors
North Carolina
$110M -$1.24M -65,697 -1%
AA
29
Apriem Advisors
California
$108M +$8.17M +434,394 +8%
EWM
30
Evermay Wealth Management
Virginia
$101M -$2.79M -148,362 -3%
MW
31
Marcum Wealth
Ohio
$95.3M +$1.71M +91,203 +2%
Bank of America
32
Bank of America
North Carolina
$93.6M +$7.99M +425,220 +9%
Goldman Sachs
33
Goldman Sachs
New York
$92.6M +$88.7M +4,716,642 +2,285%
RWM
34
RKL Wealth Management
Pennsylvania
$91.3M +$1.46M +77,631 +2%
SA
35
Scarborough Advisors
Maryland
$91M +$3.67M +195,342 +4%
OWM
36
Orgel Wealth Management
Wisconsin
$90.4M -$3.8M -201,960 -4%
NQWM
37
Northwest Quadrant Wealth Management
Oregon
$84.5M -$404K -21,465 -0.5%
IWC
38
Integrated Wealth Concepts
Massachusetts
$81.8M -$177K -9,441 -0.2%
AssetMark Inc
39
AssetMark Inc
California
$80.5M +$13.9M +739,497 +21%
Corient Private Wealth
40
Corient Private Wealth
Florida
$79.9M +$832K +44,277 +1%
BSB
41
Bangor Savings Bank
Maine
$74.5M -$412K -21,909 -0.5%
CWM
42
Curi Wealth Management
North Carolina
$70.5M +$16.5M +878,010 +31%
WANY
43
Wealthspire Advisors (New York)
New York
$66.4M -$2.04M -108,627 -3%
HWM
44
HB Wealth Management
Georgia
$64.1M -$145K -7,710 -0.2%
JIC
45
Johnson Investment Counsel
Ohio
$63.8M +$2.52M +134,064 +4%
FC
46
Financial Consulate
Maryland
$62.8M +$12.1M +643,437 +24%
GG
47
Greenwood Gearhart
Arkansas
$62.5M +$56.3M +2,996,382 +915%
Ameriprise
48
Ameriprise
Minnesota
$61.4M +$28.9M +1,538,769 +89%
MWP
49
Meridian Wealth Partners
Pennsylvania
$59.3M -$419K -22,311 -0.7%
GBWM
50
Granite Bay Wealth Management
New Hampshire
$59.3M +$3.07M +174,603 +5%
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