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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.

New
Increased
Maintained
Reduced
Closed
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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$59.3M +$805K +42,837 +1%
FEG
52
Fund Evaluation Group
Ohio
$59.3M -$539K -28,644 -0.9%
SFA
53
Sequoia Financial Advisors
Ohio
$58.3M -$586K -31,188 -1%
SCM
54
Steele Capital Management
Iowa
$57.6M +$57.6M +3,061,800 New
CST
55
Charles Schwab Trust
Nevada
$56.8M +$5.17M +275,145 +10%
SAM
56
Standpoint Asset Management
Arizona
$54.3M +$1.12M +59,700 +2%
DWM
57
Destination Wealth Management
California
$51.7M +$29.4M +1,562,562 +132%
SC
58
Savant Capital
Illinois
$50M -$561K -29,838 -1%
UCFA
59
United Capital Financial Advisors
Texas
$50M -$21M -1,117,989 -30%
AWM
60
Adams Wealth Management
Utah
$49.8M -$37.4M -1,988,031 -43%
CL
61
Choreo LLC
Illinois
$48.7M +$2.45M +130,203 +5%
LWMT
62
Legacy Wealth Management (Tennessee)
Tennessee
$48.4M -$1.62M -86,118 -3%
AWM
63
Apollon Wealth Management
South Carolina
$48.2M +$7.67M +408,000 +19%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$46.5M -$2.46M -130,629 -5%
AWM
65
AE Wealth Management
Kansas
$46.1M -$4.53M -235,032 -9%
KBFS
66
Kohmann Bosshard Financial Services
Ohio
$45.4M +$5.17M +275,046 +13%
KCPG
67
Kavar Capital Partners Group
Kansas
$45.4M +$24.5M +1,305,273 +118%
JIP
68
Jaffetilchin Investment Partners
Florida
$44.3M +$161K +8,565 +0.4%
PRS
69
Pinkerton Retirement Specialists
Idaho
$44.3M -$6.86M -365,085 -13%
TCM
70
Towercrest Capital Management
Pennsylvania
$43.8M -$178K -9,447 -0.4%
AWMG
71
Alliance Wealth Management Group
New Jersey
$43.8M +$43.8M +2,330,487 New
VNA
72
Valley National Advisers
Pennsylvania
$43.5M -$239K -12,696 -0.5%
AT
73
American Trust
Kentucky
$41.1M -$16.9M -896,823 -29%
BMM
74
Buffington Mohr McNeal
Idaho
$40.3M -$147K -7,821 -0.4%
ACA
75
Aptus Capital Advisors
Alabama
$39.9M -$2.82M -150,075 -7%
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