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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
17.16%
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 %
HPFG
176
Hart & Patterson Financial Group
Massachusetts
$14.5M -$14.3M -690,936 -50%
Osaic Holdings
177
Osaic Holdings
Arizona
$14.2M -$1.19M -57,486 -8%
EWM
178
Empirical Wealth Management
Washington
$14.2M +$238K +11,499 +2%
TFA
179
Transamerica Financial Advisors
Florida
$14M +$1.93M +93,165 +16%
FFN
180
Focus Financial Network
Minnesota
$13.5M -$11.1M -564,339 -45%
MA
181
MCF Advisors
Kentucky
$13.4M -$1.3M -62,931 -9%
LFS
182
Lutz Financial Services
Nebraska
$13.2M -$179K -8,640 -1%
CAG
183
Csenge Advisory Group
Florida
$13.1M -$921K -44,538 -7%
MBI
184
May Barnhard Investments
Maryland
$13M -$4.34K -210 -0%
VFPW
185
Vantage Financial Partners (Wisconsin)
Wisconsin
$12.9M +$159K +7,671 +1%
FNC
186
First National Corp
Massachusetts
$12.8M -$114K -6,084 -0.9%
LCM
187
Leisure Capital Management
California
$12.7M +$545K +26,325 +4%
FFA
188
Farther Finance Advisors
California
$12.6M +$4.58M +221,523 +57%
AT
189
Arlington Trust
Alabama
$12.5M – – –
TIM
190
Tortoise Investment Management
New York
$12.5M +$1.26M +61,044 +11%
AIA
191
Arcadia Investment Advisors
Idaho
$12.4M -$329K -15,909 -3%
CFIA
192
Cantor Fitzgerald Investment Advisors
New York
$12.3M -$315K -15,243 -3%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$12.2M +$304K +14,709 +3%
DP
194
Denver PWM
Colorado
$12.2M -$12M -587,370 -50%
SP
195
SWS Partners
Ohio
$12.2M -$169K -8,148 -1%
Northern Trust
196
Northern Trust
Illinois
$11.7M -$44.9K -2,169 -0.4%
PCMC
197
Private Capital Management (Colorado)
Colorado
$11.6M +$239K +11,535 +2%
SFPM
198
Sensible Financial Planning & Management
Massachusetts
$11.5M -$383K -18,522 -3%
TLP
199
Trinity Legacy Partners
Texas
$11.5M -$4.57M -220,872 -28%
SPC
200
Sigma Planning Corp
Michigan
$11.3M +$9.08M +438,807 +418%
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