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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 %
Russell Investments Group
1151
Russell Investments Group
United Kingdom
$2.23K +$56 +3 +3%
BLC
1152
Brown, Lisle/Cummings
Rhode Island
$2.2K – – –
PP
1153
PrairieView Partners
Minnesota
$2K – – –
TWC
1154
TD Waterhouse Canada
Ontario, Canada
$1.66K +$1.66K +90 New
EWM
1155
EPG Wealth Management
Georgia
$1.52K – – –
AFWM
1156
Abich Financial Wealth Management
Virginia
$1.35K +$1.35K +72 New
SWM
1157
Sanctuary Wealth Management
Idaho
$1.27K +$55 +3 +5%
MFG
1158
Mendota Financial Group
Wisconsin
$1.24K – – –
BF
1159
BOK Financial
Oklahoma
$1.02K – – –
LIWM
1160
Long Island Wealth Management
New York
$1K +$1K +27 New
SAM
1161
Smartleaf Asset Management
Massachusetts
$679 +$679 +36 New
JHCP
1162
Jackson Hole Capital Partners
Oklahoma
$451 – – –
MCM
1163
Manchester Capital Management
Vermont
$114 – – –
IAS
1164
IMA Advisory Services
Colorado
– -$30.2M -1,790,370 Closed
CF
1165
Cantor Fitzgerald
New York
– -$25.6M -1,519,308 Closed
BP
1166
Ballentine Partners
Massachusetts
– -$1.89M -111,885 Closed
Marshall Wace
1167
Marshall Wace
United Kingdom
– -$1.7M -100,800 Closed
RAG
1168
RIA Advisory Group
Iowa
– -$1.4M -82,929 Closed
PWMG
1169
Pioneer Wealth Management Group
Texas
– -$1.38M -81,609 Closed
SBH
1170
Segall Bryant & Hamill
Illinois
– -$1.05M -62,427 Closed
GM
1171
GeoWealth Management
Illinois
– -$773K -45,849 Closed
PWG
1172
Portside Wealth Group
Utah
– -$584K -34,653 Closed
GHAM
1173
Gilman Hill Asset Management
Connecticut
– -$473K -28,020 Closed
KWA
1174
Kingswood Wealth Advisors
California
– -$424K -25,122 Closed
Susquehanna International Group
1175
Susquehanna International Group
Pennsylvania
– -$364K -21,591 Closed
45 46
47
48 49