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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 %
WAG
1201
Windsor Advisory Group
Ohio
– -$1.31M -69,660 Closed
WIM
1202
Warwick Investment Management
Texas
– -$1.27M -67,668 Closed
FCP
1203
Fidelis Capital Partners
Florida
– -$1.17M -62,076 Closed
Nomura Asset Management
1204
Nomura Asset Management
Japan
– -$888K -47,250 Closed
TI
1205
Trexquant Investment
Connecticut
– -$858K -45,615 Closed
GLR
1206
Great Lakes Retirement
Ohio
– -$777K -41,346 Closed
AWA
1207
Authentikos Wealth Advisory
California
– -$707K -37,599 Closed
AFS
1208
Annapolis Financial Services
Maryland
– -$687K -36,534 Closed
WF
1209
WoodTrust Financial
Wisconsin
– -$663K -35,280 Closed
OP
1210
ORG Partners
Indiana
– -$661K -35,166 Closed
SFS
1211
Sowell Financial Services
Arkansas
– -$650K -34,557 Closed
PVI
1212
Pine Valley Investments
New Jersey
– -$620K -33,006 Closed
YIH
1213
Y-Intercept (HK)
Hong Kong
– -$534K -28,416 Closed
SIA
1214
Strategic Investment Advisors
Michigan
– -$528K -28,071 Closed
DWP
1215
Destiny Wealth Partners
Florida
– -$505K -27,321 Closed
BBA
1216
BLB&B Advisors
Pennsylvania
– -$472K -25,110 Closed
SAS
1217
SMI Advisory Services
Indiana
– -$467K -24,810 Closed
SF
1218
Summit Financial
New Jersey
– -$416K -22,122 Closed
2L
1219
25 LLC
Missouri
– -$415K -22,053 Closed
HHGA
1220
Halbert Hargrove Global Advisors
California
– -$409K -21,771 Closed
SAW
1221
Signal Advisors Wealth
Michigan
– -$341K -18,126 Closed
TVM
1222
True Vision MN
Minnesota
– -$328K -17,421 Closed
HIP
1223
HUB Investment Partners
Texas
– -$324K -17,235 Closed
CWM
1224
CIBC World Markets
New York
– -$269K -14,325 Closed
TSS
1225
Two Sigma Securities
New York
– -$265K -14,073 Closed
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