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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 %
GWP
1176
Gateway Wealth Partners
Wisconsin
– -$362K -21,477 Closed
RIA
1177
Retirement Investment Advisors
Oklahoma
– -$274K -16,260 Closed
SWA
1178
Stratos Wealth Advisors
Ohio
– -$263K -15,618 Closed
FWM
1179
Fortress Wealth Management
California
– -$262K -15,516 Closed
VBWMG
1180
Von Berge Wealth Management Group
California
– -$258K -15,282 Closed
BWP
1181
Balboa Wealth Partners
Arizona
– -$240K -14,253 Closed
FD
1182
Financial Designs
California
– -$239K -14,172 Closed
AG
1183
Advocate Group
Minnesota
– -$234K -13,884 Closed
BTWM
1184
Baker Tilly Wealth Management
Wisconsin
– -$231K -13,710 Closed
Lido Advisors
1185
Lido Advisors
California
– -$230K -13,659 Closed
AI
1186
Accredited Investors
Minnesota
– -$229K -13,569 Closed
PP
1187
PDS Planning
Ohio
– -$224K -13,251 Closed
OL
1188
Owen LaRue
Kentucky
– -$223K -13,203 Closed
AFA
1189
AllGen Financial Advisors
Florida
– -$218K -12,954 Closed
LW
1190
Linscomb Wealth
Texas
– -$218K -12,930 Closed
FBFS
1191
First Business Financial Services
Wisconsin
– -$217K -12,894 Closed
IF
1192
Intrua Financial
Texas
– -$212K -12,558 Closed
PAS
1193
Park Avenue Securities
New York
– -$209K -12,396 Closed
MCA
1194
MSH Capital Advisors
Arizona
– -$200K -11,874 Closed
WCG
1195
Wall Capital Group
Arizona
– -$176K -10,272 Closed
MAWA
1196
Moss Adams Wealth Advisors
Washington
– -$131K -7,740 Closed
HL
1197
HeadInvest LLC
Maine
– -$72K -4,272 Closed
CIA
1198
Choate Investment Advisors
Massachusetts
– -$35K -2,076 Closed
BFP
1199
Briaud Financial Planning
Texas
– -$15K -903 Closed
SSG
1200
Summit Securities Group
New York
– -$14K -810 Closed
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