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 %
JCM
651
Jacobsen Capital Management
Utah
$871K -$144K -6,939 -14%
BWA
652
Beam Wealth Advisors
Louisiana
$866K +$2.36K +114 +0.3%
AWA
653
Arete Wealth Advisors
Illinois
$865K -$31K -1,500 -3%
FWI
654
Facet Wealth Inc
Maryland
$864K -$117K -5,730 -12%
NFW
655
Noble Family Wealth
Florida
$864K
CA
656
Cambridge Advisors
Nebraska
$857K +$4.66K +225 +0.5%
OFG
657
Orcam Financial Group
California
$856K +$124 +6 +0%
FWA
658
FSM Wealth Advisors
Ohio
$854K -$55K -2,658 -6%
CPA
659
Capital Performance Advisors
California
$852K +$10.4K +501 +1%
CA
660
Claro Advisors
Massachusetts
$850K +$1.43K +69 +0.2%
MWA
661
Martel Wealth Advisors
Washington
$845K -$7.26K -351 -0.9%
GAM
662
Garrison Asset Management
Arkansas
$845K -$49.8K -2,406 -6%
ECM
663
Evergreen Capital Management
Washington
$843K +$4.22K +204 +0.5%
MIP
664
Marietta Investment Partners
Wisconsin
$837K +$13.3K +642 +2%
FBB
665
Fulton Breakefield Broenniman
Maryland
$835K +$221K +10,695 +36%
OWMIAS
666
One Wealth Management Investment & Advisory Services
Florida
$829K +$1.55K +75 +0.2%
REMPR
667
Roof Eidam Maycock Peralta (REMP)
California
$813K
RSWA
668
Robinson Smith Wealth Advisors
Maine
$808K -$129K -6,240 -14%
OC
669
Oarsman Capital
Wisconsin
$800K -$202K -9,780 -20%
PCM
670
Parsons Capital Management
Rhode Island
$797K +$240K +11,598 +43%
TW
671
Transform Wealth
Colorado
$794K -$7.2K -348 -0.9%
KPWS
672
Kestra Private Wealth Services
Texas
$790K -$60.6K -2,931 -7%
SPIS
673
Steward Partners Investment Solutions
Oregon
$789K +$789K +38,121 New
CICC
674
Capital Investment Counsel (Colorado)
Colorado
$784K +$191K +9,210 +32%
SBIA
675
Sheaff Brock Investment Advisors
Indiana
$782K