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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
17.17%
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
1
Charles Schwab
California
$3.13B
2
D
2
Diversified
Delaware
$231M
3
AssetMark Inc
3
AssetMark Inc
California
$172M
4
CRC
4
Curi RMB Capital
Illinois
$77.5M
5
CSIA
5
Charles Schwab Investment Advisory
California
$6.06B

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$340M
2
SEI Investments
2
SEI Investments
Pennsylvania
$788M
3
KOC
3
Koss-Olinger Consulting
Florida
$0
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
Cresset Asset Management
Illinois
$125M -$1.11M -53,775 -0.9%
Bank of America
27
Bank of America
North Carolina
$113M +$10.4M +500,607 +10%
Morgan Stanley
28
Morgan Stanley
New York
$111M -$102M -4,933,347 -48%
EWM
29
Evermay Wealth Management
Virginia
$110M -$1.19M -57,669 -1%
RWM
30
RKL Wealth Management
Pennsylvania
$102M +$1.11M +53,463 +1%
GG
31
Greenwood Gearhart
Arkansas
$96.6M +$27.9M +1,347,378 +41%
MW
32
Marcum Wealth
Ohio
$95.2M -$9.67M -467,433 -9%
OWM
33
Orgel Wealth Management
Wisconsin
$94.6M -$4.86M -234,918 -5%
Corient Private Wealth
34
Corient Private Wealth
Florida
$93.4M +$5.5M +265,860 +6%
NQWM
35
Northwest Quadrant Wealth Management
Oregon
$93.4M +$459K +22,176 +0.5%
IWC
36
Integrated Wealth Concepts
Massachusetts
$91.8M +$1.78M +86,007 +2%
BSB
37
Bangor Savings Bank
Maine
$77.6M -$4.35M -210,459 -5%
CRC
38
Curi RMB Capital
Illinois
$77.5M +$77.5M +3,746,970 New
JIC
39
Johnson Investment Counsel
Ohio
$73.5M +$3.32M +160,299 +5%
FC
40
Financial Consulate
Maryland
$71.9M +$2.78M +134,409 +4%
KBFS
41
Kohmann Bosshard Financial Services
Ohio
$71M +$20.9M +1,012,683 +42%
CST
42
Charles Schwab Trust
Nevada
$70.3M +$7.76M +374,955 +12%
WANY
43
Wealthspire Advisors (New York)
New York
$69.2M -$3.92M -189,510 -5%
Ameriprise
44
Ameriprise
Minnesota
$68.6M +$1.1M +53,310 +2%
HWM
45
HB Wealth Management
Georgia
$66.3M -$4.18M -202,242 -6%
MWP
46
Meridian Wealth Partners
Pennsylvania
$65.5M +$234K +11,322 +0.4%
FEG
47
Fund Evaluation Group
Ohio
$64.3M -$861K -41,637 -1%
SCM
48
Steele Capital Management
Iowa
$63.9M +$567K +27,426 +0.9%
SFA
49
Sequoia Financial Advisors
Ohio
$62.3M -$1.83M -88,263 -3%
SAM
50
Standpoint Asset Management
Arizona
$61.8M +$2.07M +99,900 +3%
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