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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,161 hedge funds and large institutions have $24.7B invested in Schwab US Large- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 404 increasing their positions, 414 reducing their positions, and 45 closing their positions.

Holders
1,161
Holders Change
+120
Holders Change %
+11.53%
% of All Funds
17.02%
Holding in Top 10
195
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+22.64%
% of All Funds
2.86%
New
178
Increased
404
Reduced
414
Closed
45
Calls
$2.18M
Puts
$564K
Net Calls
+$1.62M
Net Calls Change
-$4.06M

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$299M
2
KOC
2
Koss-Olinger Consulting
Florida
$172M
3
Charles Schwab
3
Charles Schwab
California
$2.72B
4
Morgan Stanley
4
Morgan Stanley
New York
$194M
5
Goldman Sachs
5
Goldman Sachs
New York
$92.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$363M
2
AWM
2
Adams Wealth Management
Utah
$49.8M
3
FMP
3
Financial Management Professionals
Texas
$20.9M
4
IAS
4
IMA Advisory Services
Colorado
$0
5
CF
5
Cantor Fitzgerald
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
76
Riversedge Advisors
Delaware
$39.8M +$1.34M +71,328 +3%
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$39.5M -$2.73M -145,476 -6%
NC
78
NewSquare Capital
Pennsylvania
$38.7M +$2.49M +135,720 +7%
HI
79
Harbour Investments
Wisconsin
$37.8M +$1.43M +76,089 +4%
MWM
80
Modera Wealth Management
New Jersey
$37.7M -$405K -21,564 -1%
AP
81
Appleton Partners
Massachusetts
$37.3M +$1.97M +105,021 +6%
BFG
82
Berger Financial Group
Minnesota
$36.5M +$1.51M +80,310 +4%
MSWM
83
McGlone Suttner Wealth Management
Wisconsin
$36.5M +$239K +12,726 +0.7%
CMP
84
Courage Miller Partners
Virginia
$36.4M -$916K -48,699 -2%
AFS
85
Access Financial Services
Minnesota
$36.1M +$617K +32,814 +2%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$34.4M +$635K +33,777 +2%
AA
87
Ashford Advisors
New York
$34.3M +$2.68M +142,764 +8%
Wells Fargo
88
Wells Fargo
California
$34.1M +$1.6M +85,233 +5%
Truist Financial
89
Truist Financial
North Carolina
$32.3M -$8.74M -464,946 -21%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$32.2M +$2.72M +144,543 +9%
MI
91
Moneywise Inc
Virginia
$32.2M -$1.14M -60,744 -3%
MTC
92
Matrix Trust Company
Colorado
$32.2M -$2.2K -117 -0%
AAMA
93
Advanced Asset Management Advisors
Ohio
$31.8M – – –
LFG
94
Leverty Financial Group
Wisconsin
$31.2M +$1.27M +67,494 +4%
CAAM
95
Cornerstone Advisors Asset Management
Pennsylvania
$30.9M +$1.37M +73,068 +5%
BAAM
96
Baker Avenue Asset Management
California
$30.7M +$4.8M +255,078 +19%
FVWA
97
Foster Victor Wealth Advisors
South Carolina
$30.6M -$889K -47,379 -3%
VC
98
Veery Capital
Delaware
$30.6M +$1.02M +54,132 +3%
EFG
99
Embree Financial Group
Illinois
$30.1M +$30.1M +1,598,721 New
AF
100
Allworth Financial
California
$30M -$446K -23,697 -1%
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4
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