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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
17.17%
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 %
HF
1101
Halpern Financial
Virginia
$43.1K -$4.93K -240 -10%
CMP
1102
Coston McIsaac & Partners
Maine
$43K – – –
ACA
1103
American Capital Advisory
Idaho
$42.8K -$484 -30 -1%
TFGT
1104
TS Financial Group (TSFG)
Illinois
$42K -$2.12K -102 -5%
HWP
1105
Highline Wealth Partners
California
$41K +$41K +1,980 New
NFSG
1106
Newbridge Financial Services Group
Florida
$38K +$559 +27 +1%
National Bank of Canada
1107
National Bank of Canada
Quebec, Canada
$37.9K – – –
PA
1108
PSI Advisors
Florida
$35.6K +$35.6K +1,722 New
Citadel Advisors
1109
Citadel Advisors
Florida
$35.3K -$610K -29,502 -95%
HWM
1110
HighMark Wealth Management
Minnesota
$35.2K +$124 +6 +0.4%
HBW
1111
Hazlett, Burt & Watson
West Virginia
$33K – – –
PCA
1112
Providence Capital Advisors
North Carolina
$32.3K – – –
MWM
1113
Mascoma Wealth Management
New Hampshire
$30.9K – – –
GI
1114
GAMMA Investing
California
$30.6K +$17.9K +864 +140%
AIC
1115
Archer Investment Corporation
Indiana
$30.4K +$17.3K +834 +131%
RIA
1116
Realta Investment Advisors
Delaware
$29.9K +$29.9K +1,446 New
MRCM
1117
M&R Capital Management
New Jersey
$28.2K -$42.6K -2,055 -60%
CSWM
1118
Cassady Schiller Wealth Management
Ohio
$28.2K +$28.2K +1,362 New
DAM
1119
Delta Asset Management
Tennessee
$27.9K – – –
TCM
1120
TruNorth Capital Management
Michigan
$27.4K +$27.4K +1,323 New
PGAM
1121
Princeton Global Asset Management
New Jersey
$26.6K +$62 +3 +0.2%
MFA
1122
McClarren Financial Advisors
Pennsylvania
$23K +$126 +6 +0.6%
AAP
1123
Arax Advisory Partners
Colorado
$21.7K -$6.64K -321 -23%
AEPWM
1124
Atlantic Edge Private Wealth Management
Florida
$21.7K -$40.1K -1,938 -65%
W
1125
WealthCollab
Washington
$21.4K – – –
43 44
45
46 47