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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 %
AIA
201
Arcadia Investment Advisors
Idaho
$11.6M -$240K -12,771 -2%
CFIA
202
Cantor Fitzgerald Investment Advisors
New York
$11.5M +$11.5M +609,276 New
AT
203
Arlington Trust
Alabama
$11.4M +$11.4M +605,028 New
SP
204
SWS Partners
Ohio
$11.2M +$72.8K +3,870 +0.7%
LCM
205
Leisure Capital Management
California
$11.1M +$1M +53,211 +10%
TFA
206
Transamerica Financial Advisors
Florida
$11M +$636K +33,819 +6%
NRI
207
NFP Retirement Inc
California
$11M -$1.95M -103,851 -15%
NP
208
NorthRock Partners
Minnesota
$10.9M +$2.47M +131,346 +29%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$10.9M -$390K -20,763 -3%
SFPM
210
Sensible Financial Planning & Management
Massachusetts
$10.8M -$735K -39,084 -6%
Northern Trust
211
Northern Trust
Illinois
$10.7M -$50.3K -2,676 -0.5%
US Bancorp
212
US Bancorp
Minnesota
$10.5M -$120K -6,372 -1%
FAG
213
Financial Advisory Group
Texas
$10.4M -$580K -30,873 -5%
PCMC
214
Private Capital Management (Colorado)
Colorado
$10.3M +$99.3K +5,280 +1%
IA
215
IFP Advisors
Florida
$10.3M -$1.19M -63,081 -10%
NA
216
Nottingham Advisors
New York
$10.2M +$600K +31,893 +6%
TIM
217
Tortoise Investment Management
New York
$10.2M +$205K +10,920 +2%
RWP
218
Revolve Wealth Partners
New Jersey
$9.94M -$86.8K -4,617 -0.9%
RWRC
219
R.W. Roge & Company
New York
$9.9M -$10.4K -552 -0.1%
CHA
220
Cooper/Haims Advisors
New York
$9.85M +$985K +52,392 +11%
CPL
221
CAP Partners LLC
Tennessee
$9.83M +$9.83M +522,930 New
ACG
222
Allen Capital Group
Nebraska
$9.72M +$99.4K +5,289 +1%
MF
223
Montis Financial
Massachusetts
$9.57M -$497K -26,427 -5%
PA
224
Planning Alternatives
Michigan
$9.56M -$189K -10,059 -2%
LPAM
225
Lodestar Private Asset Management
California
$9.47M +$285K +15,141 +3%
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