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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
Charles Schwab
California
$3.13B
2
D
Diversified
Delaware
$231M
3
AssetMark Inc
AssetMark Inc
California
$172M
4
CRC
Curi RMB Capital
Illinois
$77.5M
5
CSIA
Charles Schwab Investment Advisory
California
$6.06B

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$340M
2
SEI Investments
SEI Investments
Pennsylvania
$788M
3
KOC
Koss-Olinger Consulting
Florida
$0
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Morgan Stanley
Morgan Stanley
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
201
Financial Advisory Group
Texas
$11.2M -$274K -13,248 -2%
NA
202
Nottingham Advisors
New York
$11M -$274K -13,245 -2%
IA
203
IFP Advisors
Florida
$10.9M -$348K -16,818 -3%
RWP
204
Revolve Wealth Partners
New Jersey
$10.9M -$9.87K -477 -0.1%
ACG
205
Allen Capital Group
Nebraska
$10.7M +$35.7K +1,725 +0.3%
CHA
206
Cooper/Haims Advisors
New York
$10.5M -$362K -17,496 -3%
LPAM
207
Lodestar Private Asset Management
California
$10.5M +$40K +1,932 +0.4%
IRC
208
Investors Research Corp
Georgia
$10.4M +$225K +10,863 +2%
RWA
209
Redhawk Wealth Advisors
Minnesota
$10.4M +$1.08M +52,137 +12%
PA
210
Planning Alternatives
Michigan
$10.2M -$285K -13,782 -3%
MML Investors Services
211
MML Investors Services
Massachusetts
$10.1M +$509K +24,585 +5%
GCM
212
G2 Capital Management
Ohio
$10.1M -$69.9K -3,381 -0.7%
FC
213
Forte Capital
New York
$10.1M +$4.43M +214,344 +79%
RWRC
214
R.W. Roge & Company
New York
$10.1M -$836K -40,389 -8%
NSAM
215
North Star Asset Management
Wisconsin
$10M -$125K -6,033 -1%
VCM
216
Vivaldi Capital Management
Illinois
$10M +$626K +30,432 +7%
MF
217
Montis Financial
Massachusetts
$9.99M -$534K -25,794 -5%
CPL
218
CAP Partners LLC
Tennessee
$9.91M -$906K -43,812 -8%
MFA
219
Morling Financial Advisors
California
$9.87M -$237K -11,439 -2%
GC
220
Grimes & Company
Massachusetts
$9.84M -$581K -28,092 -6%
AQR Capital Management
221
AQR Capital Management
Connecticut
$9.74M +$9.74M +470,784 New
CAN
222
Cetera Advisor Networks
California
$9.67M +$277K +13,368 +3%
NP
223
NorthRock Partners
Minnesota
$9.38M -$2.59M -125,349 -22%
CFA
224
Cahill Financial Advisors
Minnesota
$9.37M -$3.75M -181,170 -29%
FF
225
Farrell Financial
New York
$9.32M -$192K -9,279 -2%
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