SCHX icon

Schwab US Large- Cap ETF

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
17.16%
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
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
826
Acropolis Investment Management
Missouri
$403K
PFGIA
827
Patriot Financial Group Insurance Agency
Massachusetts
$400K -$364K -17,586 -48%
ACM
828
Armbruster Capital Management
New York
$399K -$11.5K -555 -3%
LIM
829
Lathrop Investment Management
Arkansas
$395K -$48.9K -2,367 -11%
GCP
830
Gill Capital Partners
Colorado
$394K -$62.6K -3,153 -14%
ES
831
Eagle Strategies
New York
$393K +$393K +18,987 New
NFA
832
Northern Financial Advisors
Michigan
$392K -$143K -6,927 -27%
GWM
833
Gray Wealth Management
Maine
$392K
EAM
834
Empirical Asset Management
Massachusetts
$391K +$49.7K +2,403 +15%
GB
835
Goepper Burkhardt
South Carolina
$391K
CCA
836
Cadent Capital Advisors
Oklahoma
$387K +$70.5K +3,408 +22%
CG
837
CFO4Life Group
Texas
$387K -$3.79K -183 -1%
FPW
838
Flagship Private Wealth
Massachusetts
$379K -$44.4K -2,145 -10%
PK
839
Pflug Koory
Nebraska
$378K +$1.99K +96 +0.5%
HIF
840
Hill Island Financial
Michigan
$376K -$406K -19,626 -52%
CSPIA
841
Cary Street Partners Investment Advisory
Virginia
$375K -$8.32K -402 -2%
CASC
842
Coppell Advisory Solutions Corp
Texas
$375K +$375K +18,114 New
BC
843
Brio Consultants
California
$374K +$22.2K +1,071 +6%
ESB
844
Essex Savings Bank
Connecticut
$373K
MWM
845
MBE Wealth Management
Wisconsin
$373K
LJAC
846
L.J. Altfest & Co
New York
$373K +$112K +5,400 +43%
PTB
847
Pioneer Trust Bank
Oregon
$372K
GA
848
Goldstein Advisors
Wisconsin
$372K +$35.5K +1,716 +11%
PFA
849
Pathway Financial Advisors
Vermont
$369K
FA
850
FC Advisory
Pennsylvania
$366K -$33.9K -1,638 -8%