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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 %
BWL
1051
Bogart Wealth LLC
Virginia
$124K -$3.29K -159 -3%
PFP
1052
Pinnacle Financial Partners
Tennessee
$124K – – –
POIA
1053
Pin Oak Investment Advisors
Texas
$124K – – –
LFA
1054
Legend Financial Advisors
Pennsylvania
$118K – – –
AWM
1055
Atticus Wealth Management
Florida
$118K +$1.24K +60 +1%
RG
1056
Retirement Group
California
$117K – – –
CT
1057
Colonial Trust
South Carolina
$116K +$116K +5,625 New
HWA
1058
Heritage Wealth Advisors
Virginia
$112K – – –
CWC
1059
Carolinas Wealth Consulting
North Carolina
$110K +$69.1K +3,342 +169%
BL
1060
Balentine LLC
Georgia
$107K +$58.1K +2,808 +120%
CNBTD
1061
Citizens National Bank Trust Department
Mississippi
$102K +$102K +4,920 New
TCPG
1062
Trivant Custom Portfolio Group
California
$99.3K – – –
SS
1063
Sunbelt Securities
Texas
$95.2K -$96.6K -4,668 -50%
CIM
1064
Contravisory Investment Management
Massachusetts
$93.5K -$85.4K -4,128 -48%
MJRIC
1065
Mogy Joel R Investment Counsel
California
$92.4K +$92.4K +4,467 New
GJIA
1066
Glass Jacobson Investment Advisors
Maryland
$90.3K -$250K -12,066 -73%
BFEC
1067
Benjamin F. Edwards & Company
Missouri
$89K +$32.1K +1,557 +56%
FFA
1068
Frazier Financial Advisors
Ohio
$88.8K +$48.9K +2,364 +123%
KSWA
1069
Kathleen S. Wright Associates
Pennsylvania
$88.3K -$2.98K -144 -3%
GI
1070
Gradient Investments
Minnesota
$87.9K +$70.9K +3,426 +417%
JFGIW
1071
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87.7K -$34.3K -1,659 -28%
RP
1072
Rice Partnership
Hawaii
$82.6K +$9.68K +468 +13%
NSIM
1073
North Star Investment Management
Illinois
$81.5K +$248 +12 +0.3%
GWS
1074
Glassman Wealth Services
Virginia
$77.9K – – –
PAM
1075
Palisade Asset Management
Minnesota
$68.3K +$68.3K +3,300 New
41 42
43
44 45