SCHX icon

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 %
TIA
951
Tiemann Investment Advisors
California
$265K – – –
AWM
952
Austin Wealth Management
Texas
$265K +$265K +12,657 New
BWA
953
Bordeaux Wealth Advisors
California
$264K +$13K +630 +5%
OAM
954
Oppenheimer Asset Management
New York
$264K +$559 +27 +0.2%
CT
955
Clearstead Trust
Maine
$262K – – –
AIIMS
956
Analyst IMS Investment Management Services
Israel
$261K – – –
BSI
957
Bennett Selby Investments
Maine
$261K – – –
BIAS
958
Beacon Investment Advisory Services
New Jersey
$261K -$51.8K -2,502 -17%
GC
959
Gratus Capital
Georgia
$258K -$123K -5,949 -32%
FIC
960
Family Investment Center
Missouri
$257K +$124 +6 +0%
MSF
961
Mustard Seed Financial
Arkansas
$257K +$745 +36 +0.3%
CPC
962
Consolidated Planning Corp
Georgia
$256K +$256K +12,381 New
OCG
963
Opus Capital Group
Ohio
$256K – – –
MBFW
964
Morton Brown Family Wealth
Pennsylvania
$255K – – –
GT
965
Greenleaf Trust
Michigan
$254K – – –
BC
966
Bowman & Company
Wisconsin
$253K +$807 +39 +0.3%
TWM
967
Tradition Wealth Management
Minnesota
$253K -$1.99K -96 -0.8%
PCM
968
Presidio Capital Management
California
$253K +$8.69K +420 +4%
MSR
969
Main Street Research
Connecticut
$252K +$252K +12,204 New
MSA
970
McAlister Sweet & Associates
Texas
$251K – – –
SCA
971
Snowden Capital Advisors
New York
$251K +$8.38K +405 +3%
TFA
972
Tobias Financial Advisors
Florida
$250K -$2.98K -144 -1%
FWP
973
Falcon Wealth Planning
California
$250K – – –
AFG
974
Atomi Financial Group
New York
$249K +$249K +12,045 New
RCM
975
Raleigh Capital Management
North Carolina
$249K +$249K +12,021 New
37 38
39
40 41