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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 %
AA
1151
Atmos Advisory
Pennsylvania
$7.57K – – –
PA
1152
Pineridge Advisors
Missouri
$7.39K -$26.7K -1,290 -78%
SC
1153
SouthState Corp
Florida
$7.32K – – –
SWA
1154
SOA Wealth Advisors
New York
$7.2K – – –
CFGS
1155
Concourse Financial Group Securities
Alabama
$7.14K +$2.54K +123 +55%
PCM
1156
Penserra Capital Management
California
$7K +$7K +375 New
QCG
1157
Quadrant Capital Group
Ohio
$6.7K – – –
KA
1158
Kozak & Associates
Colorado
$6.46K – – –
IGWM
1159
ICA Group Wealth Management
Colorado
$6.21K – – –
TWC
1160
TD Waterhouse Canada
Ontario, Canada
$6.15K +$4.31K +210 +233%
HDIM
1161
Hanson & Doremus Investment Management
Vermont
$5K – – –
MIM
1162
MTM Investment Management
South Carolina
$4.97K +$4.97K +240 New
TF
1163
Tompkins Financial
New York
$4.9K – – –
RIL
1164
Rothschild Investment LLC
Illinois
$4.39K – – –
OAJ
1165
Ogorek Anthony Joseph
New York
$4K – – –
GFPC
1166
Global Financial Private Client
Florida
$3.97K – – –
WPWM
1167
Western Pacific Wealth Management
Illinois
$3.72K +$3.72K +180 New
HGERS
1168
Householder Group Estate & Retirement Specialist
Arizona
$3.6K – – –
WIC
1169
Woodmont Investment Counsel
Tennessee
$3.17K +$3.17K +153 New
FHA
1170
First Horizon Advisors
Tennessee
$3.1K – – –
WWP
1171
WR Wealth Planners
Missouri
$2.98K +$2.98K +144 New
Russell Investments Group
1172
Russell Investments Group
United Kingdom
$2.47K – – –
BLC
1173
Brown, Lisle/Cummings
Rhode Island
$2.42K – – –
PP
1174
PrairieView Partners
Minnesota
$2K – – –
EWM
1175
EPG Wealth Management
Georgia
$1.61K – – –
45 46
47
48 49