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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.

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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$61.7M -$3.54M -170,952 -5%
AWM
52
Adams Wealth Management
Utah
$59.2M +$4.37M +211,308 +8%
BFG
53
Berger Financial Group
Minnesota
$58.8M +$18.6M +900,804 +46%
SC
54
Savant Capital
Illinois
$54.2M -$861K -41,637 -2%
CL
55
Choreo LLC
Illinois
$54.2M +$601K +29,037 +1%
UCFA
56
United Capital Financial Advisors
Texas
$50.5M -$4.48M -216,462 -8%
AWM
57
Apollon Wealth Management
South Carolina
$50.4M -$2.67M -129,174 -5%
LWMT
58
Legacy Wealth Management (Tennessee)
Tennessee
$50.2M -$3.08M -148,668 -6%
JIP
59
Jaffetilchin Investment Partners
Florida
$48.9M +$128K +6,186 +0.3%
AWMG
60
Alliance Wealth Management Group
New Jersey
$48.1M -$67.2K -3,249 -0.1%
TCM
61
Towercrest Capital Management
Pennsylvania
$48.1M -$67.2K -3,249 -0.1%
VNA
62
Valley National Advisers
Pennsylvania
$47.7M -$220K -10,656 -0.5%
ACA
63
Aptus Capital Advisors
Alabama
$46.1M +$2.27M +109,506 +5%
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$45.8M +$2.28M +110,115 +5%
NC
65
NewSquare Capital
Pennsylvania
$44.5M +$1.88M +93,102 +4%
PRS
66
Pinkerton Retirement Specialists
Idaho
$44.4M -$4.26M -205,716 -9%
RA
67
Riversedge Advisors
Delaware
$43.1M -$702K -33,939 -2%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$43M -$8.19M -395,817 -16%
BMM
69
Buffington Mohr McNeal
Idaho
$42.9M -$1.5M -72,711 -3%
HI
70
Harbour Investments
Wisconsin
$42M +$314K +15,159 +0.8%
AP
71
Appleton Partners
Massachusetts
$41.2M +$105K +5,079 +0.3%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$40.3M +$2.41M +116,412 +6%
MSWM
73
McGlone Suttner Wealth Management
Wisconsin
$40M -$157K -7,599 -0.4%
CMP
74
Courage Miller Partners
Virginia
$39.6M -$437K -21,138 -1%
Wells Fargo
75
Wells Fargo
California
$39.3M +$1.76M +85,164 +5%
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