SCHX icon

Schwab US Large- Cap ETF

1,185 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, 511 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
17.18%
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
511
Closed
64
Calls
$2.49M
Puts
$74K
Net Calls
+$2.42M
Net Calls Change
+$802K
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
526
Bouchey Financial Group
New York
$1.61M -$745 -36 -0%
PSCM
527
Per Stirling Capital Management
Texas
$1.59M -$72.4K -3,498 -4%
AG
528
AlTi Global
New York
$1.57M +$9.74K +471 +0.6%
MSG
529
Main Street Group
Virginia
$1.56M -$1.43K -69 -0.1%
FAIM
530
Financial Advocates Investment Management
Washington
$1.56M +$17.4K +840 +1%
CA
531
CGN Advisors
Kansas
$1.55M -$5.28K -255 -0.3%
PA
532
Pinnacle Associates
New York
$1.54M +$6.58K +318 +0.4%
HI
533
Human Investing
Oregon
$1.52M -$16.8K -813 -1%
CB
534
Commerce Bank
Missouri
$1.51M -$10.9K -525 -0.7%
TIAA Trust, National Association
535
TIAA Trust, National Association
North Carolina
$1.5M -$283K -13,686 -16%
CCM
536
Colorado Capital Management
Colorado
$1.49M +$1.2M +58,245 +430%
BPWM
537
Badgley Phelps Wealth Managers
Washington
$1.48M -$158K -7,650 -10%
HC
538
Hamilton Capital
Ohio
$1.48M -$538K -26,019 -27%
EAM
539
Evanson Asset Management
California
$1.46M +$17.7K +858 +1%
GA
540
Geller Advisors
New York
$1.45M +$3.41K +165 +0.2%
OFS
541
Oldfather Financial Services
Nebraska
$1.45M -$202K -9,744 -12%
AIM
542
Aspen Investment Management
Michigan
$1.45M +$122K +5,883 +9%
CC
543
Callan Capital
California
$1.44M -$99K -4,788 -6%
CCFM
544
Clear Creek Financial Management
Washington
$1.44M -$16.3K -789 -1%
RDIA
545
RE Dickinson Investment Advisors
Iowa
$1.43M -$87.6K -4,233 -6%
SP
546
Successful Portfolios
Florida
$1.43M -$33.2K -1,605 -2%
BIM
547
Breakwater Investment Management
Washington
$1.42M +$1.42M +68,637 New
HIC
548
Holderness Investments Company
North Carolina
$1.41M +$4.72K +228 +0.3%
AFA
549
American Financial Advisors
Georgia
$1.4M +$27.2K +1,314 +2%
APG
550
Abacus Planning Group
South Carolina
$1.4M -$24.1K -1,167 -2%