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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.

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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$363M
2
AWM
Adams Wealth Management
Utah
$49.8M
3
FMP
Financial Management Professionals
Texas
$20.9M
4
IAS
IMA Advisory Services
Colorado
$0
5
CF
Cantor Fitzgerald
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1076
FSA Wealth Management
Massachusetts
$48K +$48K +2,553 New
TFM
1077
TFC Financial Management
Massachusetts
$46.2K +$169 +9 +0.4%
ME
1078
McIlrath & Eck
Washington
$46K – – –
CA
1079
Centerpoint Advisors
Massachusetts
$46K – – –
BL
1080
Balentine LLC
Georgia
$44.2K – – –
HF
1081
Halpern Financial
Virginia
$43.3K – – –
CCM
1082
Chilton Capital Management
Texas
$40.3K – – –
TFGT
1083
TS Financial Group (TSFG)
Illinois
$40K -$52.3K -2,781 -57%
FP
1084
Financial Perspectives
Minnesota
$39.8K +$169 +9 +0.4%
BWP
1085
Baldwin Wealth Partners
Massachusetts
$39.4K – – –
VCM
1086
Versant Capital Management
Arizona
$39.3K – – –
CMP
1087
Coston McIsaac & Partners
Maine
$39K – – –
National Bank of Canada
1088
National Bank of Canada
Quebec, Canada
$37.9K – – –
CWC
1089
Carolinas Wealth Consulting
North Carolina
$37.2K – – –
NFA
1090
Northwest Financial Advisors
Virginia
$36.4K +$36.4K +1,938 New
SIC
1091
SJS Investment Consulting
Ohio
$36.4K – – –
FFA
1092
Frazier Financial Advisors
Ohio
$36.2K +$36.2K +1,929 New
NFSG
1093
Newbridge Financial Services Group
Florida
$34K -$13.9K -741 -29%
CI
1094
Cordant Inc
Oregon
$33.5K +$19.2K +1,020 +134%
AWM
1095
Able Wealth Management
New Jersey
$32.2K +$32.2K +1,710 New
HWM
1096
HighMark Wealth Management
Minnesota
$31.9K +$169 +9 +0.5%
PA
1097
Pineridge Advisors
Missouri
$31K +$31K +1,647 New
HBW
1098
Hazlett, Burt & Watson
West Virginia
$30K – – –
PCA
1099
Providence Capital Advisors
North Carolina
$29.3K – – –
MWM
1100
Mascoma Wealth Management
New Hampshire
$28.1K – – –
42 43
44
45 46