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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.

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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$363M
2
AWM
Adams Wealth Management
Utah
$49.8M
3
FMP
Financial Management Professionals
Texas
$20.9M
4
IAS
IMA Advisory Services
Colorado
$0
5
CF
Cantor Fitzgerald
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$24.3M -$426K -22,650 -2%
SDWMA
127
Schneider Downs Wealth Management Advisors
Pennsylvania
$23.8M -$771K -41,019 -3%
BWM
128
Brown Wealth Management
Illinois
$23.5M +$271K +14,415 +1%
FFN
129
Focus Financial Network
Minnesota
$23.4M -$7.06M -375,471 -23%
CKAIS
130
Christensen King & Associates Investment Services
Washington
$22.9M +$22.9M +1,216,911 New
PAG
131
Powers Advisory Group
Illinois
$22.7M +$172K +9,168 +0.8%
DAS
132
Dynamic Advisor Solutions
Arizona
$22.7M +$2.5M +135,084 +12%
SJIM
133
St. Johns Investment Management
Florida
$22.4M +$884K +47,028 +4%
FCM
134
Fortis Capital Management
Washington
$22.4M -$697K -37,062 -3%
SAM
135
Sawgrass Asset Management
Florida
$22.1M +$695K +36,948 +3%
CPIG
136
Chicago Partners Investment Group
Illinois
$22.1M +$1.83M +95,289 +9%
MFC
137
Morris Financial Concepts
South Carolina
$22.1M +$381K +20,277 +2%
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$22.1M +$3.8M +201,966 +21%
RA
139
Rational Advisors
New York
$21.8M -$2.01M -107,097 -8%
HWM
140
HRC Wealth Management
Idaho
$21.7M +$21.7M +1,154,883 New
RDWM
141
Red Door Wealth Management
Tennessee
$21.7M -$302K -16,056 -1%
BHB
142
Bank Hapoalim BM
Israel
$21.4M – – –
FMP
143
Financial Management Professionals
Texas
$20.9M -$32.5M -1,728,276 -61%
SLT
144
St Louis Trust
Missouri
$20.5M +$747K +39,714 +4%
Focus Partners Wealth
145
Focus Partners Wealth
Massachusetts
$20.4M +$20.4M +1,086,351 New
SFC
146
Sprinkle Financial Consultants
Colorado
$20.4M +$20.4M +1,084,830 New
MSFS
147
Main Street Financial Solutions
Pennsylvania
$20.1M +$702K +37,365 +4%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$19.9M +$997K +53,016 +5%
ADL
149
Asset Dedication LLC
California
$19.7M -$656K -34,893 -3%
VFIC
150
Valley Forge Investment Consultants
Pennsylvania
$19.4M -$3.54M -188,202 -15%
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