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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 %
SAM
126
Sawgrass Asset Management
Florida
$24.3M +$2.42K +117 +0%
RCIM
127
Red Cedar Investment Management
Michigan
$24.3M +$4.46M +215,664 +22%
HWM
128
HRC Wealth Management
Idaho
$23.7M -$202K -9,747 -0.8%
BHB
129
Bank Hapoalim BM
Israel
$23.6M – – –
ACA
130
Ascension Capital Advisors
Texas
$23.4M +$5.39M +260,721 +30%
Goldman Sachs
131
Goldman Sachs
New York
$23.3M -$78.6M -3,799,098 -77%
FMP
132
Financial Management Professionals
Texas
$23M -$61.7K -2,985 -0.3%
SJIM
133
St. Johns Investment Management
Florida
$22.5M -$2.16M -104,406 -9%
SFC
134
Sprinkle Financial Consultants
Colorado
$22.3M -$142K -6,870 -0.6%
MSFS
135
Main Street Financial Solutions
Pennsylvania
$22.2M +$60.7K +2,934 +0.3%
DBRC
136
D.B. Root & Company
Pennsylvania
$22.2M +$2.52M +121,800 +13%
ADL
137
Asset Dedication LLC
California
$22.1M +$427K +20,634 +2%
SEM
138
Strategic Equity Management
Arizona
$21.1M +$4.3M +207,966 +26%
SLT
139
St Louis Trust
Missouri
$21M -$1.53M -74,034 -7%
CFG
140
Carr Financial Group
Massachusetts
$20.9M +$2.09M +101,172 +11%
VFIC
141
Valley Forge Investment Consultants
Pennsylvania
$20.5M -$823K -39,777 -4%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$20.2M -$1.67M -80,922 -8%
NCM
143
Northwest Capital Management
Oregon
$20M -$328K -15,834 -2%
SVWAG
144
Sound View Wealth Advisors Group
Georgia
$20M -$325K -15,705 -2%
PWM
145
Provident Wealth Management
Tennessee
$19.6M -$382K -18,456 -2%
SIC
146
Salem Investment Counselors
North Carolina
$19.5M +$149K +7,194 +0.8%
AIM
147
Anchor Investment Management
South Carolina
$19.1M +$473K +22,884 +3%
MCM
148
MAI Capital Management
Ohio
$19M +$1.26M +61,026 +7%
SFMG
149
Sage Financial Management Group
Virginia
$18.9M +$806K +38,964 +4%
PWA
150
Pillar Wealth Advisors
Pennsylvania
$18.9M -$1.58M -76,356 -8%
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6
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