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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 %
PWA
151
Pillar Wealth Advisors
Pennsylvania
$18.6M -$1.32M -69,999 -7%
NCM
152
Northwest Capital Management
Oregon
$18.5M +$4.2M +223,551 +29%
SVWAG
153
Sound View Wealth Advisors Group
Georgia
$18.5M +$825K +43,863 +5%
PWM
154
Provident Wealth Management
Tennessee
$18.1M +$93.2K +4,956 +0.5%
RCIM
155
Red Cedar Investment Management
Michigan
$18M +$47.4K +2,523 +0.3%
RCM
156
Richardson Capital Management
Wisconsin
$17.9M +$17.9M +720 New
DBRC
157
D.B. Root & Company
Pennsylvania
$17.8M +$222K +11,820 +1%
AA
158
Ancora Advisors
Ohio
$17.6M -$3.78M -201,030 -18%
SIC
159
Salem Investment Counselors
North Carolina
$17.5M +$201K +10,716 +1%
HCM
160
Hengehold Capital Management
Ohio
$17.5M -$46.1K -2,454 -0.3%
KHC
161
Koesten Hirschmann & Crabtree
Kansas
$17.3M -$337K -17,922 -2%
CFG
162
Carr Financial Group
Massachusetts
$17.1M +$5.69M +302,775 +50%
CCA
163
Clearwater Capital Advisors
Illinois
$17M -$234K -12,435 -1%
BBPWM
164
Blue Bell Private Wealth Management
Pennsylvania
$17M -$1.38M -73,623 -8%
AIM
165
Anchor Investment Management
South Carolina
$16.9M +$568K +30,201 +3%
LBC
166
Lowe Brockenbrough & Co
Virginia
$16.6M +$125K +6,636 +0.8%
SFMG
167
Sage Financial Management Group
Virginia
$16.4M -$275K -14,634 -2%
ACA
168
Ascension Capital Advisors
Texas
$16.4M -$828K -44,028 -5%
WA
169
WBH Advisory
Maryland
$16.3M +$98.2K +5,226 +0.6%
BDF
170
Black Diamond Financial
Maryland
$16.1M -$418K -22,251 -3%
MCM
171
MAI Capital Management
Ohio
$16.1M +$167K +8,883 +1%
BIA
172
Bell Investment Advisors
California
$16.1M +$630K +33,522 +4%
EFG
173
Ethos Financial Group
Pennsylvania
$15.7M +$1.42M +75,459 +10%
SEM
174
Strategic Equity Management
Arizona
$15.3M +$15.3M +814,329 New
SSWM
175
Sheets Smith Wealth Management
North Carolina
$15.2M +$6.96M +686,499 +85%
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