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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.

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
1
Cerity Partners
New York
$299M
2
KOC
2
Koss-Olinger Consulting
Florida
$172M
3
Charles Schwab
3
Charles Schwab
California
$2.72B
4
Morgan Stanley
4
Morgan Stanley
New York
$194M
5
Goldman Sachs
5
Goldman Sachs
New York
$92.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$363M
2
AWM
2
Adams Wealth Management
Utah
$49.8M
3
FMP
3
Financial Management Professionals
Texas
$20.9M
4
IAS
4
IMA Advisory Services
Colorado
$0
5
CF
5
Cantor Fitzgerald
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
101
Tradewinds Capital Management
Washington
$29.9M +$29.7M +1,578,171 +11,143%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$28.8M +$2M +106,269 +7%
DB
103
Dravo Bay
Delaware
$27.6M -$1.09M -58,149 -4%
CWM
104
Congress Wealth Management
Massachusetts
$27.2M -$336K -17,862 -1%
FI
105
FIDELIS iM
Oregon
$26.9M -$91.8K -4,881 -0.3%
AIM
106
Athena Investment Management
California
$26.7M -$149K -7,947 -0.6%
TC
107
TownSquare Capital
Utah
$26.2M +$608K +32,364 +2%
SFG
108
SNS Financial Group
Minnesota
$26.2M +$492K +26,157 +2%
HPFG
109
Hart & Patterson Financial Group
Massachusetts
$26.2M +$26.2M +1,393,470 New
NDSI
110
Newman Dignan & Sheerar Inc
Rhode Island
$26.1M +$1.21M +64,335 +5%
GA
111
Gordian Advisors
Arizona
$26.1M +$26.1M +1,387,272 New
MIA
112
Milestone Investment Advisors
Wisconsin
$25.7M -$115K -6,093 -0.4%
BA
113
Ballast Advisors
Minnesota
$25.6M -$1.26M -66,897 -5%
Stifel Financial
114
Stifel Financial
Missouri
$25.5M +$2.5M +133,119 +11%
BWA
115
Burt Wealth Advisors
Maryland
$25.3M +$517K +27,489 +2%
MF
116
Manchester Financial
California
$25.2M -$1.41M -75,042 -5%
VAS
117
Valicenti Advisory Services
New York
$25.2M +$1.42M +75,693 +6%
MFGP
118
Marshall Financial Group (Pennsylvania)
Pennsylvania
$25.2M -$267K -14,178 -1%
GG
119
Gleason Group
Kentucky
$25.1M +$2.57M +136,521 +11%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$25.1M -$810K -43,104 -3%
OPS
121
Orion Portfolio Solutions
Nebraska
$24.9M -$2.4M -128,109 -9%
BCI
122
Brinker Capital Investments
Pennsylvania
$24.9M -$2.4M -128,109 -9%
NFG
123
Northeast Financial Group
Pennsylvania
$24.6M -$396K -21,081 -2%
KWM
124
Kolinsky Wealth Management
New Jersey
$24.5M -$205K -10,899 -0.8%
BA
125
Bristlecone Advisors
Washington
$24.5M -$250K -13,281 -1%
3 4
5
6 7