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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 %
PWMAG
1226
Pinnacle Wealth Management Advisory Group
New Jersey
– -$259K -13,782 Closed
PBF
1227
Petix & Botte Financial
California
– -$253K -13,464 Closed
SCA
1228
Stonebridge Capital Advisors
Minnesota
– -$237K -12,600 Closed
ARIS
1229
Advanced Research Investment Solutions
California
– -$226K -12,000 Closed
ARC
1230
Advisor Resource Council
Texas
– -$226K -12,000 Closed
AWM
1231
Affinity Wealth Management
Delaware
– -$224K -11,928 Closed
GWWM
1232
Great Waters Wealth Management
Minnesota
– -$214K -11,577 Closed
AC
1233
Apella Capital
Connecticut
– -$205K -11,082 Closed
LFA
1234
Level Financial Advisors
New York
– -$158K -8,412 Closed
AIMA
1235
Ables Iannone Moore & Associates
Georgia
– -$114K -6,072 Closed
TRCT
1236
Tower Research Capital (TRC)
New York
– -$84.4K -4,488 Closed
PS
1237
Planned Solutions
California
– -$73.5K -3,912 Closed
LPP
1238
Life Planning Partners
Florida
– -$66.7K -3,549 Closed
NFA
1239
Northwest Financial Advisors
Virginia
– -$36.4K -1,938 Closed
AWM
1240
Able Wealth Management
New Jersey
– -$32.2K -1,710 Closed
CMAI
1241
Capital Management Associates Inc
Minnesota
– -$1.4M -1,008 Closed
BCPWM
1242
Bradley & Co Private Wealth Management
Florida
– -$18.4K -978 Closed
TFG
1243
Team Financial Group
California
– -$18.3K -972 Closed
AA
1244
Addison Advisors
Vermont
– -$17K -903 Closed
TC
1245
Truvestments Capital
Florida
– -$13.8K -732 Closed
NMG
1246
New Millennium Group
Utah
– -$10K -534 Closed
BCM
1247
Bourgeon Capital Management
Connecticut
– -$5.08K -270 Closed
RWPA
1248
Richard W. Paul & Associates
Michigan
– -$2.45K -129 Closed
WWM
1249
Wolff Wiese Magana
California
– -$2.37K -126 Closed
LIWM
1250
Long Island Wealth Management
New York
– -$1K -27 Closed
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