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.

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 %
DB
101
Dravo Bay
Delaware
$28.3M -$2.07M -100,026 -7%
GG
102
Gleason Group
Kentucky
$28.2M +$612K +29,589 +2%
Stifel Financial
103
Stifel Financial
Missouri
$28M -$57.5K -2,781 -0.2%
MFGP
104
Marshall Financial Group (Pennsylvania)
Pennsylvania
$27.9M +$120K +5,814 +0.4%
GA
105
Gordian Advisors
Arizona
$27.6M -$1.11M -53,496 -4%
VAS
106
Valicenti Advisory Services
New York
$27.5M -$287K -13,893 -1%
RCM
107
Richardson Capital Management
Wisconsin
$27.5M +$27.5M +1,327,335 +184,352%
SDWMA
108
Schneider Downs Wealth Management Advisors
Pennsylvania
$27.2M +$1.06M +51,123 +4%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$27.2M -$448K -21,648 -2%
KWM
110
Kolinsky Wealth Management
New Jersey
$27.1M +$146K +7,038 +0.5%
MIA
111
Milestone Investment Advisors
Wisconsin
$27.1M -$1.19M -57,324 -4%
MFC
112
Morris Financial Concepts
South Carolina
$26.7M +$2.36M +114,294 +10%
BA
113
Bristlecone Advisors
Washington
$26.5M -$413K -19,941 -2%
MF
114
Manchester Financial
California
$26.5M -$1.3M -62,862 -5%
KCPG
115
Kavar Capital Partners Group
Kansas
$25.8M -$24.2M -1,167,984 -48%
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$25.7M +$3.26M +157,515 +14%
OPS
117
Orion Portfolio Solutions
Nebraska
$25.6M -$1.85M -89,550 -7%
BCI
118
Brinker Capital Investments
Pennsylvania
$25.6M -$1.85M -89,550 -7%
CKAIS
119
Christensen King & Associates Investment Services
Washington
$25.5M +$293K +14,187 +1%
RDWM
120
Red Door Wealth Management
Tennessee
$25.2M +$1.34M +64,671 +6%
FCM
121
Fortis Capital Management
Washington
$24.9M +$313K +15,147 +1%
PAG
122
Powers Advisory Group
Illinois
$24.8M -$192K -9,261 -0.8%
DAS
123
Dynamic Advisor Solutions
Arizona
$24.8M -$581K -28,068 -2%
CPIG
124
Chicago Partners Investment Group
Illinois
$24.5M +$1.49M +74,688 +6%
AIP
125
Almanack Investment Partners
Pennsylvania
$24.5M +$9.85M +476,268 +67%
3 4
5
6 7