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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 %
TAM
926
Titleist Asset Management
Texas
$288K – – –
LGWM
927
Litman Gregory Wealth Management
California
$287K -$45.9K -2,217 -14%
SB
928
Strategic Blueprint
Georgia
$286K +$4.16K +201 +1%
CIAS
929
Capital Investment Advisory Services
North Carolina
$286K -$15.2K -735 -5%
SIA
930
SeaBridge Investment Advisors
New Jersey
$285K – – –
CAG
931
Curtis Advisory Group
California
$285K – – –
MCC
932
Money Concepts Capital
Florida
$285K +$285K +13,776 New
WWM
933
Wagner Wealth Management
South Carolina
$283K -$4.47K -216 -2%
MA
934
Montag & Associates
Georgia
$281K – – –
FMII
935
Farmers & Merchants Investments Inc
Nebraska
$280K – – –
SSA
936
Sierra Summit Advisors
Nevada
$278K – – –
BWM
937
Brown Wealth Management
Illinois
$276K -$25.6M -1,235,382 -99%
PWM
938
Peterson Wealth Management
Nevada
$276K +$276K +13,320 New
BBA
939
Braun-Bostich & Associates
Pennsylvania
$275K -$36.3K -1,755 -12%
OPWM
940
Oxinas Partners Wealth Management
Indiana
$274K +$497 +24 +0.2%
LI
941
Lafayette Investments
Maryland
$273K -$4.1K -198 -1%
CWP
942
Capital Wealth Planning
Florida
$272K -$21.4K -1,035 -7%
RWA
943
River Wealth Advisors
Pennsylvania
$271K -$4.66K -225 -2%
GAM
944
GEM Asset Management
Michigan
$271K +$119 +6 +0%
MIM
945
Macroview Investment Management
Maryland
$270K +$12.5K +603 +5%
ACP
946
Aviance Capital Partners
Florida
$269K +$44.2K +2,136 +20%
BIG
947
Builder Investment Group
Georgia
$268K -$7.51K -363 -3%
CCP
948
Clarity Capital Partners
California
$267K -$195K -9,450 -42%
M
949
MOTCO
Texas
$267K – – –
PCM
950
Palouse Capital Management
Washington
$266K -$106K -5,121 -28%
36 37
38
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