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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.

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 %
AA
151
Ancora Advisors
Ohio
$18.7M -$598K -28,905 -3%
HCM
152
Hengehold Capital Management
Ohio
$18.6M -$670K -32,403 -3%
Truist Financial
153
Truist Financial
North Carolina
$18.5M -$17M -822,000 -48%
BIA
154
Bell Investment Advisors
California
$18.4M +$690K +33,348 +4%
KHC
155
Koesten Hirschmann & Crabtree
Kansas
$18.3M -$800K -38,664 -4%
CCA
156
Clearwater Capital Advisors
Illinois
$18.1M -$567K -27,387 -3%
EFG
157
Ethos Financial Group
Pennsylvania
$18M +$691K +33,246 +4%
LBC
158
Lowe Brockenbrough & Co
Virginia
$18M -$306K -14,790 -2%
WA
159
WBH Advisory
Maryland
$18M +$25.9K +1,254 +0.1%
BBPWM
160
Blue Bell Private Wealth Management
Pennsylvania
$17.7M -$1.02M -49,266 -5%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$17.5M +$16.1M +778,779 +1,148%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$16.8M -$7.47M -360,864 -31%
CCA
163
Cobblestone Capital Advisors
New York
$16.5M +$3.42M +165,258 +26%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$16.4M +$2.21M +106,707 +16%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$16.4M -$14.6M -705,501 -47%
AWM
166
Abound Wealth Management
Tennessee
$16.2M -$187K -9,036 -1%
BDF
167
Black Diamond Financial
Maryland
$16.1M – – –
ACM
168
Alpha Capital Management
Texas
$16.1M -$216K -10,425 -1%
CCM
169
Coldstream Capital Management
Washington
$16M -$588K -28,434 -4%
PWM
170
Prosperity Wealth Management
California
$15.9M +$1.19M +57,333 +8%
BSW
171
Buckingham Strategic Wealth
Missouri
$15.9M +$210K +10,173 +1%
BWM
172
BCS Wealth Management
Tennessee
$15.8M -$208K -10,056 -1%
LIM
173
Leavell Investment Management
Alabama
$15M -$177K -8,568 -1%
Betterment LLC
174
Betterment LLC
New York
$14.7M +$4.9M +236,649 +50%
EL
175
Essex LLC
Illinois
$14.6M +$833K +40,269 +6%
5 6
7
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