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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 %
WCM
876
Weik Capital Management
Pennsylvania
$337K -$5.28K -255 -2%
DIA
877
Dana Investment Advisors
Wisconsin
$337K +$3.17K +153 +0.9%
Koshinski Asset Management
878
Koshinski Asset Management
Illinois
$337K -$456K -22,068 -58%
Susquehanna International Group
879
Susquehanna International Group
Pennsylvania
$336K +$336K +16,260 New
EIG
880
Ellenbecker Investment Group
Wisconsin
$336K +$336K +16,227 New
IWN
881
Independent Wealth Network
Iowa
$334K -$180K -8,697 -35%
C
882
CEDRUS
Colorado
$332K -$88.4K -4,275 -21%
PB
883
Pinnacle Bancorp
Nebraska
$330K – – –
ACP
884
Aveo Capital Partners
Colorado
$328K +$104K +5,124 +46%
SWM
885
Seaside Wealth Management
California
$328K – – –
CTC
886
Central Trust Company
Missouri
$327K – – –
Legacy Financial Group (Iowa)
887
Legacy Financial Group (Iowa)
Iowa
$326K +$326K +15,762 New
JIC
888
Joel Isaacson & Co
New York
$326K -$102K -4,950 -24%
ASI
889
Advisory Services & Investments
Oregon
$326K -$109K -5,286 -25%
SS
890
Sound Stewardship
Kansas
$322K -$372 -18 -0.1%
PSA
891
Plum Street Advisors
Louisiana
$321K -$22.9K -1,014 -7%
FA
892
FSA Advisors
Michigan
$320K -$318K -15,363 -50%
MFG
893
Merit Financial Group
Georgia
$320K +$103K +5,088 +47%
RPA
894
Rock Point Advisors
Vermont
$319K +$4.66K +225 +1%
VBWMG
895
Von Berge Wealth Management Group
California
$316K +$316K +15,282 New
WP
896
Westmount Partners
California
$316K -$118K -5,694 -27%
BWFA
897
Baltimore-Washington Financial Advisors
Maryland
$315K – – –
FC
898
Fusion Capital
South Carolina
$314K -$70.9K -3,429 -18%
LWL
899
Leo Wealth LLC
Texas
$312K +$62 +3 +0%
KWA
900
Kingswood Wealth Advisors
California
$312K +$312K +15,099 New
34 35
36
37 38