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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 %
CCM
176
Coldstream Capital Management
Washington
$15.1M -$1.46M -77,460 -9%
AWM
177
Abound Wealth Management
Tennessee
$14.9M -$72.8K -3,873 -0.5%
ACM
178
Alpha Capital Management
Texas
$14.9M +$147K +7,839 +1%
TLP
179
Trinity Legacy Partners
Texas
$14.6M +$5.55M +295,410 +61%
BWM
180
BCS Wealth Management
Tennessee
$14.6M -$441K -23,457 -3%
BSW
181
Buckingham Strategic Wealth
Missouri
$14.2M -$910K -48,417 -6%
Osaic Holdings
182
Osaic Holdings
Arizona
$14M -$4.67M -248,442 -25%
SHA
183
Seneca House Advisors
Virginia
$13.9M +$1.19M +63,108 +9%
LIM
184
Leavell Investment Management
Alabama
$13.8M -$150K -7,956 -1%
UAG
185
United Advisor Group
Ohio
$13.7M +$13.7M +486,522 New
WCM
186
Winthrop Capital Management
Indiana
$13.4M +$13.4M +714,960 New
PWM
187
Prosperity Wealth Management
California
$13.4M -$781K -41,532 -6%
MA
188
MCF Advisors
Kentucky
$13.4M -$432K -22,971 -3%
AIP
189
Almanack Investment Partners
Pennsylvania
$13.3M +$918K +48,843 +7%
DP
190
Denver PWM
Colorado
$13.1M +$6.56M +592,695 +100%
Fidelity Investments
191
Fidelity Investments
Massachusetts
$12.9M +$442K +23,517 +4%
FNC
192
First National Corp
Massachusetts
$12.9M +$264K +14,043 +2%
CAG
193
Csenge Advisory Group
Florida
$12.7M +$1.58M +83,958 +14%
EWM
194
Empirical Wealth Management
Washington
$12.7M -$1.33M -70,962 -9%
EL
195
Essex LLC
Illinois
$12.5M +$1.66M +88,281 +15%
LFS
196
Lutz Financial Services
Nebraska
$12.1M +$717K +38,121 +6%
CFA
197
Cahill Financial Advisors
Minnesota
$11.9M -$396K -21,087 -3%
CCA
198
Cobblestone Capital Advisors
New York
$11.9M -$162K -8,634 -1%
MBI
199
May Barnhard Investments
Maryland
$11.8M +$11.8M +626,523 New
VFPW
200
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.6M +$144K +7,635 +1%
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