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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.

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

Top Buyers

1
Charles Schwab
Charles Schwab
California
$3.13B
2
D
Diversified
Delaware
$231M
3
AssetMark Inc
AssetMark Inc
California
$172M
4
CRC
Curi RMB Capital
Illinois
$77.5M
5
CSIA
Charles Schwab Investment Advisory
California
$6.06B

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$340M
2
SEI Investments
SEI Investments
Pennsylvania
$788M
3
KOC
Koss-Olinger Consulting
Florida
$0
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Morgan Stanley
Morgan Stanley
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
851
Revisor Wealth Management
Ohio
$366K +$366K +18,258 New
AIA
852
Armor Investment Advisors
North Carolina
$366K -$43.9K -2,121 -11%
VBFG
853
Vishria Bird Financial Group
Tennessee
$365K -$745 -36 -0.2%
CCP
854
Carmel Capital Partners
California
$364K -$6.21K -300 -2%
DADC
855
D.A. Davidson & Co
Montana
$362K -$17.7K -855 -5%
ABC
856
Associated Banc-Corp
Wisconsin
$362K – – –
VCWA
857
Vanguard Capital Wealth Advisors
Colorado
$361K +$76.6K +3,702 +27%
RLWM
858
RF&L Wealth Management
Massachusetts
$361K – – –
TAM
859
Tucker Asset Management
Colorado
$359K +$300K +14,484 +502%
ACM
860
Advisors Capital Management
New Jersey
$359K +$359K +17,376 New
WG
861
Wealth Group
North Carolina
$357K +$357K +17,265 New
RCA
862
Riverview Capital Advisers
Massachusetts
$356K +$993 +48 +0.3%
SAG
863
SageView Advisory Group
California
$354K +$111K +9,429 +46%
RW
864
Regimen Wealth
Georgia
$349K -$28.9K -1,395 -8%
AL
865
ACAS LLC
California
$349K -$14.3K -693 -4%
PMG
866
ProVise Management Group
Florida
$348K -$9.86M -476,820 -97%
NFC
867
Northeast Financial Consultants
Connecticut
$348K – – –
CG
868
Cutler Group
California
$347K +$74.4K +3,600 +27%
HCMT
869
Highland Capital Management (Tennessee)
Tennessee
$347K -$13.7K -660 -4%
VA
870
Vident Advisory
Georgia
$347K – – –
MA
871
Modus Advisors
Minnesota
$346K -$14.9K -720 -4%
PCMC
872
Planning Capital Management Corporation
Pennsylvania
$345K -$67.5K -3,261 -16%
BAM
873
Bellevue Asset Management
Washington
$341K – – –
HI
874
Hudock Inc
Pennsylvania
$340K -$37.3K -1,803 -10%
CWA
875
Clarity Wealth Advisors
California
$338K -$19.6K -948 -5%
33 34
35
36 37