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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 %
CWM
1076
Cedar Wealth Management
California
$67.3K -$3.35K -162 -5%
CP
1077
Castleview Partners
Texas
$65.7K +$35K +1,692 +114%
LTI
1078
Laffer Tengler Investments
Tennessee
$64.9K +$64.9K +3,135 New
GWM
1079
Guardian Wealth Management
Illinois
$64.1K +$124 +6 +0.2%
DCM
1080
Davis Capital Management
Florida
$62.5K -$1.98K -96 -3%
CFS
1081
CGC Financial Services
Oregon
$62.1K – – –
AW
1082
Avion Wealth
Texas
$61K -$10.4K -495 -15%
SIC
1083
SJS Investment Consulting
Ohio
$60.9K +$20.8K +1,005 +52%
PWMG
1084
Prestige Wealth Management Group
New Jersey
$60.8K -$65.4K -3,162 -52%
CJ
1085
Caitlin John
Michigan
$56.7K – – –
FFO
1086
Fortitude Family Office
Arizona
$56.5K – – –
WT
1087
Washington Trust
Rhode Island
$56K -$186 -9 -0.3%
MSS
1088
Mitchell Sinkler & Starr
Pennsylvania
$55.9K -$884K -42,738 -94%
AWM
1089
Aberdeen Wealth Management
Illinois
$53.8K – – –
CCP
1090
Clarkston Capital Partners
Michigan
$52.8K -$27.9K -1,350 -35%
DI
1091
DAGCO Inc
Ohio
$52.8K +$52.8K +2,550 New
TFM
1092
TFC Financial Management
Massachusetts
$51K +$124 +6 +0.2%
CA
1093
Centerpoint Advisors
Massachusetts
$51K – – –
ME
1094
McIlrath & Eck
Washington
$50.6K – – –
FWM
1095
FSA Wealth Management
Massachusetts
$48.3K -$4.47K -216 -8%
OA
1096
Operose Advisors
Wisconsin
$45.2K +$45.2K +2,184 New
CCM
1097
Chilton Capital Management
Texas
$44.4K – – –
FP
1098
Financial Perspectives
Minnesota
$43.9K +$124 +6 +0.3%
BWP
1099
Baldwin Wealth Partners
Massachusetts
$43.3K – – –
VCM
1100
Versant Capital Management
Arizona
$43.2K – – –
42 43
44
45 46