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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
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 %
WHCFA
1001
William Howard & Co Financial Advisors
Tennessee
$222K +$222K +10,707 New
HIC
1002
Hartline Investment Corp
Illinois
$222K -$401K -19,401 -64%
BCA
1003
Bay Colony Advisors
Massachusetts
$222K +$62 +3 +0%
QWP
1004
Quotient Wealth Partners
Texas
$220K -$183K -8,850 -45%
SAM
1005
SP Asset Management
California
$219K +$219K +10,596 New
CA
1006
CapWealth Advisors
Tennessee
$218K +$218K +10,542 New
DC
1007
Davenport & Co
Virginia
$218K -$27.7K -1,341 -11%
AI
1008
Accredited Investors
Minnesota
$218K +$218K +10,515 New
GWM
1009
Geneos Wealth Management
Colorado
$217K -$87.4K -4,227 -29%
EFM
1010
Eley Financial Management
Vermont
$217K -$105K -5,091 -33%
GWSA
1011
Global Wealth Strategies & Associates
Colorado
$216K -$62 -3 -0%
CIA
1012
Choate Investment Advisors
Massachusetts
$215K +$215K +10,413 New
UB
1013
UMB Bank
Missouri
$215K +$65.9K +3,186 +44%
SFC
1014
SYM Financial Corp
Indiana
$214K -$62.1K -3,000 -22%
GWAM
1015
Guardian Wealth Advisors (Minnesota)
Minnesota
$214K +$214K +10,347 New
CWM
1016
Cadence Wealth Management
Massachusetts
$214K +$214K +10,344 New
LF
1017
LifeSteps Financial
California
$212K -$14.4K -696 -6%
SGK
1018
Steigerwald Gordon & Koch
Virginia
$212K +$212K +10,230 New
BWA
1019
BlueChip Wealth Advisors
Georgia
$211K +$211K +10,206 New
RIP
1020
RAM Investment Partners
Washington
$210K +$210K +10,149 New
UAS
1021
United Asset Strategies
New York
$208K -$72.5K -3,504 -26%
PIA
1022
Panoramic Investment Advisors
Colorado
$208K +$208K +10,038 New
TCM
1023
Traynor Capital Management
Pennsylvania
$207K +$207K +9,990 New
MA
1024
MKT Advisors
California
$206K -$39.1K -1,923 -16%
VF
1025
Vawter Financial
Ohio
$205K +$205K +9,912 New
39 40
41
42 43