SCHX icon

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 %
CP
1101
Castleview Partners
Texas
$27.9K -$76.9K -4,095 -73%
AAP
1102
Arax Advisory Partners
Colorado
$25.8K +$8.63K +459 +50%
DAM
1103
Delta Asset Management
Tennessee
$25.4K – – –
PGAM
1104
Princeton Global Asset Management
New Jersey
$24.1K +$113 +6 +0.5%
MFA
1105
McClarren Financial Advisors
Pennsylvania
$20K +$110 +6 +0.6%
W
1106
WealthCollab
Washington
$19.5K +$19.5K +1,035 New
BGAI
1107
Bruce G. Allen Investments
Colorado
$19.2K +$19.2K +1,020 New
BCPWM
1108
Bradley & Co Private Wealth Management
Florida
$18.4K +$18.4K +978 New
TFG
1109
Team Financial Group
California
$18.3K +$56 +3 +0.3%
CPG
1110
Custom Portfolio Group
Colorado
$17.7K +$17.7K +942 New
AA
1111
Addison Advisors
Vermont
$17K +$15.7K +834 +1,209%
HPIA
1112
Hamilton Point Investment Advisors
North Carolina
$16.8K +$16.8K +894 New
SVCP
1113
Silicon Valley Capital Partners
California
$16.5K +$56 +3 +0.3%
GI
1114
Gradient Investments
Minnesota
$15.4K -$40.2K -2,142 -72%
PIS
1115
POM Investment Strategies
North Carolina
$15.2K +$15.2K +810 New
CPG
1116
Cornerstone Planning Group
New Jersey
$14.8K – – –
DWMG
1117
DB Wealth Management Group
California
$14.3K – – –
TSWM
1118
Tyler-Stone Wealth Management
Ohio
$14.2K +$14.2K +756 New
RA
1119
Rise Advisors
New York
$14.1K +$14.1K +750 New
TC
1120
Truvestments Capital
Florida
$13.8K +$13.8K +732 New
SIS
1121
Sound Income Strategies
Florida
$13.4K -$106K -5,616 -89%
AIC
1122
Archer Investment Corporation
Indiana
$12K – – –
GI
1123
GAMMA Investing
California
$11.8K +$11.8K +618 New
Bessemer Group
1124
Bessemer Group
New Jersey
$11K -$354K -18,756 -97%
HCM
1125
Horrell Capital Management
Arkansas
$11K – – –
43 44
45
46 47