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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 %
BlackRock
976
BlackRock
New York
$248K +$124 +6 +0.1%
SIA
977
Soltis Investment Advisors
Utah
$246K – – –
KHCM
978
Kirtland Hills Capital Management
Ohio
$245K +$245K +12,000 New
PCMC
979
Paragon Capital Management (Colorado)
Colorado
$244K +$244K +11,793 New
IF
980
Intrua Financial
Texas
$244K +$244K +11,790 New
IFA
981
Index Fund Advisors
California
$243K +$310 +15 +0.1%
WA
982
Wealth Architects
California
$242K – – –
SF
983
Symphony Financial
Texas
$242K +$242K +11,700 New
MIC
984
Meridian Investment Counsel
California
$241K +$241K +11,664 New
ST
985
Smithfield Trust
Pennsylvania
$238K – – –
RF
986
Robbins Farley
New Hampshire
$237K +$32.5K +1,569 +16%
CCMG
987
Clark Capital Management Group
Pennsylvania
$234K – – –
SIAS
988
Summit Investment Advisory Services
Minnesota
$233K – – –
FAM
989
Formidable Asset Management
Ohio
$233K -$68.8K -3,324 -23%
SWP
990
Strategic Wealth Partners
Ohio
$232K – – –
SWM
991
SilverOak Wealth Management
Minnesota
$230K +$230K +11,121 New
SI
992
Shaker Investments
Ohio
$229K +$434 +21 +0.2%
CFG
993
Citizens Financial Group
Rhode Island
$229K – – –
S
994
Sunpointe
Missouri
$228K – – –
GBT
995
Grove Bank & Trust
Florida
$227K – – –
SFG
996
SevenBridge Financial Group
Pennsylvania
$226K -$6.12K -303 -3%
DWA
997
Divergent Wealth Advisors
Utah
$225K +$745 +36 +0.3%
SAG
998
Spotlight Asset Group
Illinois
$225K – – –
GWA
999
Geometric Wealth Advisors
District of Columbia
$224K +$621 +30 +0.3%
RFA
1000
Rollins Financial Advisors
New York
$223K – – –
38 39
40
41 42