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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
17.17%
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
1
Charles Schwab
California
$3.13B
2
D
2
Diversified
Delaware
$231M
3
AssetMark Inc
3
AssetMark Inc
California
$172M
4
CRC
4
Curi RMB Capital
Illinois
$77.5M
5
CSIA
5
Charles Schwab Investment Advisory
California
$6.06B

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$340M
2
SEI Investments
2
SEI Investments
Pennsylvania
$788M
3
KOC
3
Koss-Olinger Consulting
Florida
$0
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$38.8M +$3.32M +160,257 +9%
AFS
77
Access Financial Services
Minnesota
$37.6M -$2.04M -98,703 -5%
MWM
78
Modera Wealth Management
New Jersey
$36.9M -$4.61M -223,050 -11%
AA
79
Ashford Advisors
New York
$35.7M -$2.03M -98,076 -5%
CAAM
80
Cornerstone Advisors Asset Management
Pennsylvania
$35.6M +$1.55M +74,757 +5%
LFG
81
Leverty Financial Group
Wisconsin
$35.4M +$1.03M +49,716 +3%
MTC
82
Matrix Trust Company
Colorado
$34.8M -$632K -30,555 -2%
VC
83
Veery Capital
Delaware
$34.1M +$434K +20,958 +1%
EFG
84
Embree Financial Group
Illinois
$33.8M +$718K +34,725 +2%
BAAM
85
Baker Avenue Asset Management
California
$33.8M +$29K +1,401 +0.1%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$33.4M +$1.73M +83,526 +5%
DWM
87
Destination Wealth Management
California
$33.2M -$23.7M -1,144,329 -42%
MI
88
Moneywise Inc
Virginia
$32.7M -$2.7M -130,701 -8%
AF
89
Allworth Financial
California
$32.1M -$981K -47,445 -3%
FVWA
90
Foster Victor Wealth Advisors
South Carolina
$31.9M -$1.54M -75,246 -5%
NDSI
91
Newman Dignan & Sheerar Inc
Rhode Island
$29.8M +$1M +48,408 +3%
CWM
92
Congress Wealth Management
Massachusetts
$29.5M -$340K -16,425 -1%
NFG
93
Northeast Financial Group
Pennsylvania
$29.3M +$2.28M +110,094 +8%
FI
94
FIDELIS iM
Oregon
$29.3M -$333K -16,107 -1%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$29.2M +$2.49M +120,417 +9%
BWA
96
Burt Wealth Advisors
Maryland
$29.1M +$1.25M +60,615 +5%
AIM
97
Athena Investment Management
California
$29M -$428K -20,691 -1%
SFG
98
SNS Financial Group
Minnesota
$28.8M -$6.02K -291 -0%
BA
99
Ballast Advisors
Minnesota
$28.8M +$633K +30,600 +2%
CWG
100
Cornerstone Wealth Group
North Carolina
$28.5M +$28.5M +1,376,817 New
2 3
4
5 6