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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 %
NMG
1126
New Millennium Group
Utah
$10K +$10K +534 New
AAG
1127
Armstrong Advisory Group
Massachusetts
$9.87K +$9.87K +525 New
WIM
1128
Westside Investment Management
California
$9.02K – – –
PP
1129
Pacifica Partners
Canada
$8.11K – – –
AA
1130
Atmos Advisory
Pennsylvania
$6.88K – – –
SC
1131
SouthState Corp
Florida
$6.66K +$6.66K +354 New
SWA
1132
SOA Wealth Advisors
New York
$6.54K – – –
OLVIG
1133
Oliver Lagore Vanvalin Investment Group
Michigan
$6.49K -$5.25K -279 -45%
QCG
1134
Quadrant Capital Group
Ohio
$6.09K – – –
FFA
1135
Fairfield Financial Advisors
Massachusetts
$5.97K +$56 +3 +1%
KA
1136
Kozak & Associates
Colorado
$5.78K – – –
IGWM
1137
ICA Group Wealth Management
Colorado
$5.64K +$5.64K +300 New
BCM
1138
Bourgeon Capital Management
Connecticut
$5.08K – – –
KFI
1139
Key Financial Inc
Pennsylvania
$5.08K – – –
HDIM
1140
Hanson & Doremus Investment Management
Vermont
$5K – – –
TF
1141
Tompkins Financial
New York
$4.46K – – –
CFGS
1142
Concourse Financial Group Securities
Alabama
$4.17K – – –
OAJ
1143
Ogorek Anthony Joseph
New York
$4K – – –
RIL
1144
Rothschild Investment LLC
Illinois
$3.98K +$3.98K +213 New
GFPC
1145
Global Financial Private Client
Florida
$3.61K – – –
HGERS
1146
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
FHA
1147
First Horizon Advisors
Tennessee
$2.82K +$2.82K +150 New
GEA
1148
Glen Eagle Advisors
New Jersey
$2.79K +$56 +3 +2%
RWPA
1149
Richard W. Paul & Associates
Michigan
$2.45K -$114 -6 -4%
WWM
1150
Wolff Wiese Magana
California
$2.37K – – –
44 45
46
47 48