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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 %
BGAI
1126
Bruce G. Allen Investments
Colorado
$21.2K +$62 +3 +0.3%
NRC
1127
New Republic Capital
North Carolina
$20.2K -$89K -4,302 -81%
CPG
1128
Custom Portfolio Group
Colorado
$19.5K – – –
FCAS
1129
First Command Advisory Services
Texas
$19.2K +$19.2K +930 New
BFP
1130
Briaud Financial Planning
Texas
$19K +$19K +903 New
HPIA
1131
Hamilton Point Investment Advisors
North Carolina
$18.5K – – –
SVCP
1132
Silicon Valley Capital Partners
California
$18.2K +$62 +3 +0.3%
PIS
1133
POM Investment Strategies
North Carolina
$16.8K – – –
CPG
1134
Cornerstone Planning Group
New Jersey
$15.9K – – –
CI
1135
Cordant Inc
Oregon
$15.8K -$21.1K -1,020 -57%
TSWM
1136
Tyler-Stone Wealth Management
Ohio
$15.6K – – –
RA
1137
Rise Advisors
New York
$15.6K +$62 +3 +0.4%
Bessemer Group
1138
Bessemer Group
New Jersey
$14K +$1.66K +78 +13%
HCM
1139
Horrell Capital Management
Arkansas
$13K – – –
DF
1140
Dunhill Financial
United Kingdom
$12.4K +$12.4K +600 New
HT
1141
Headlands Technologies
Illinois
$12.4K -$180K -8,685 -94%
ACM
1142
Anfield Capital Management
California
$11.7K +$11.7K +564 New
KFI
1143
Key Financial Inc
Pennsylvania
$11.2K +$5.59K +270 +100%
EFP
1144
EnRich Financial Partners
Wisconsin
$10.9K +$10.9K +525 New
CBT
1145
Central Bank & Trust
Kentucky
$10.2K +$10.2K +495 New
WIM
1146
Westside Investment Management
California
$9.93K – – –
AAG
1147
Armstrong Advisory Group
Massachusetts
$9.87K – – –
PP
1148
Pacifica Partners
Canada
$9.25K – – –
FPF
1149
First Pacific Financial
Washington
$9.06K +$9.06K +438 New
SIS
1150
Sound Income Strategies
Florida
$7.82K -$6.95K -336 -47%
44 45
46
47 48