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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 %
MAG
901
Mayfair Advisory Group
Alabama
$312K +$8.56K +414 +3%
DIS
902
Diversified Investment Strategies
Louisiana
$311K -$2.61K -126 -0.8%
CCG
903
Cypress Capital Group
Florida
$311K -$245K -11,862 -44%
PCI
904
Planning Center Inc
Illinois
$311K +$311K +15,021 New
SG
905
StoneX Group
New York
$311K -$16.6K -801 -5%
FLA
906
Financial Life Advisors
Texas
$310K – – –
DT
907
Diversified Trust
Tennessee
$309K +$62 +3 +0%
FCA
908
FinTrust Capital Advisors
South Carolina
$305K – – –
VV
909
Verity & Verity
South Carolina
$303K +$303K +14,649 New
Baird Financial Group
910
Baird Financial Group
Wisconsin
$302K +$56.4K +2,724 +23%
FG
911
Fairman Group
Pennsylvania
$302K -$20.4K -987 -6%
WW
912
Westshore Wealth
California
$301K +$993 +48 +0.3%
LWM
913
Lyell Wealth Management
California
$300K -$433K -20,937 -59%
CWM
914
Connecticut Wealth Management
Connecticut
$300K +$10.7K +519 +4%
BAM
915
BOS Asset Management
Illinois
$299K -$748K -36,156 -71%
NAMNJ
916
NorthStar Asset Management (New Jersey)
New Jersey
$298K -$55.7K -2,694 -16%
IAA
917
Independent Advisor Alliance
North Carolina
$296K – – –
HCP
918
Hexagon Capital Partners
Arkansas
$294K +$41.6K +2,013 +17%
CCAL
919
City Center Advisors LLC
Michigan
$294K +$294K +14,211 New
QWM
920
Quadcap Wealth Management
Texas
$292K – – –
CT
921
Cambridge Trust
Massachusetts
$290K -$11K -534 -4%
SAA
922
Southeast Asset Advisors
Georgia
$290K – – –
Members Trust
923
Members Trust
Florida
$290K – – –
ML
924
Mayport LLC
Massachusetts
$289K -$301K -14,532 -51%
TPWA
925
TRUE Private Wealth Advisors
Oregon
$289K +$289K +13,950 New
35 36
37
38 39