SCHX icon

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
17.16%
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
Charles Schwab
California
$3.13B
2
D
Diversified
Delaware
$231M
3
AssetMark Inc
AssetMark Inc
California
$172M
4
CRC
Curi RMB Capital
Illinois
$77.5M
5
CSIA
Charles Schwab Investment Advisory
California
$6.06B

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$340M
2
SEI Investments
SEI Investments
Pennsylvania
$788M
3
KOC
Koss-Olinger Consulting
Florida
$0
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Morgan Stanley
Morgan Stanley
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
1176
Glen Eagle Advisors
New Jersey
$1.54K -$1.54K -75 -50%
OLVIG
1177
Oliver Lagore Vanvalin Investment Group
Michigan
$1.49K -$5.65K -273 -79%
AFWM
1178
Abich Financial Wealth Management
Virginia
$1.49K – – –
SWM
1179
Sanctuary Wealth Management
Idaho
$1.4K – – –
MFG
1180
Mendota Financial Group
Wisconsin
$1.37K – – –
BF
1181
BOK Financial
Oklahoma
$1.12K – – –
DF
1182
DecisionPoint Financial
Arizona
$820 +$820 +42 New
JHCP
1183
Jackson Hole Capital Partners
Oklahoma
$496 – – –
VAG
1184
VisionPoint Advisory Group
Texas
$310 +$310 +15 New
MCM
1185
Manchester Capital Management
Vermont
$126 – – –
VWM
1186
Valley Wealth Managers
New Jersey
$8 – – –
KOC
1187
Koss-Olinger Consulting
Florida
– -$172M -9,164,754 Closed
BWA
1188
BlueSky Wealth Advisors
North Carolina
– -$110M -5,854,131 Closed
SA
1189
Scarborough Advisors
Maryland
– -$91M -4,841,457 Closed
CWM
1190
Curi Wealth Management
North Carolina
– -$70.5M -3,750,030 Closed
AAMA
1191
Advanced Asset Management Advisors
Ohio
– -$31.8M -1,690,200 Closed
RA
1192
Rational Advisors
New York
– -$21.8M -1,160,913 Closed
WCM
1193
Winthrop Capital Management
Indiana
– -$13.4M -714,960 Closed
Toronto Dominion Bank
1194
Toronto Dominion Bank
Ontario, Canada
– -$7.05M -375,000 Closed
LAS
1195
Lloyd Advisory Services
Georgia
– -$4.87M -259,062 Closed
LA
1196
Lindenwold Advisors
Pennsylvania
– -$4.79M -254,547 Closed
BNP Paribas Financial Markets
1197
BNP Paribas Financial Markets
France
– -$3.64M -193,746 Closed
BOSSRA
1198
B.O.S.S. Retirement Advisors
Utah
– -$2.5M -132,723 Closed
MWM
1199
Meridian Wealth Management
Kentucky
– -$1.94M -103,161 Closed
RL
1200
Retireful LLC
Michigan
– -$1.51M -80,526 Closed
46 47
48
49 50