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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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$6.06B 97,658,992 +984,843 +1%
Charles Schwab
2
Charles Schwab
California
$3.13B 50,418,416 +2,273,673 +5%
Creative Planning
3
Creative Planning
Kansas
$1.76B 28,336,959 -498,950 -2%
SEI Investments
4
SEI Investments
Pennsylvania
$788M 12,699,861 -11,119,045 -47%
HSA
5
HBK Sorce Advisory
Pennsylvania
$653M 10,524,610 +242,960 +2%
SFG
6
Sage Financial Group
Pennsylvania
$507M 8,170,007 +87,797 +1%
MGIA
7
Moneta Group Investment Advisors
Missouri
$483M 7,783,042 +221,761 +3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$450M 7,254,686 -256,872 -3%
UBS Group
9
UBS Group
Switzerland
$405M 6,526,989 -563,542 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$363M 5,854,971 -584,278 -9%
Cerity Partners
11
Cerity Partners
New York
$340M 5,475,303 -22,825,684 -81%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$322M 5,188,188 +476,304 +10%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$314M 4,977,896 -45,468 -0.9%
CWM
14
Campbell Wealth Management
Virginia
$303M 4,874,761 +290,053 +6%
D
15
Diversified
Delaware
$231M 3,722,265 +1,539,781 +71%
HighTower Advisors
16
HighTower Advisors
Illinois
$228M 3,670,508 -12,946 -0.4%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$228M 3,667,921 +12,359 +0.3%
Mariner
18
Mariner
Kansas
$211M 3,397,174 -232,062 -6%
PCIA
19
Prime Capital Investment Advisors
Kansas
$197M 3,176,925 +49,211 +2%
ML
20
McAdam LLC
Pennsylvania
$189M 3,049,576 +165,546 +6%
JFG
21
JMG Financial Group
Illinois
$178M 2,872,482 -23,643 -0.8%
AssetMark Inc
22
AssetMark Inc
California
$172M 2,776,293 +1,348,306 +94%
BPA
23
Beacon Pointe Advisors
California
$144M 2,323,807 -7,967 -0.3%
LPL Financial
24
LPL Financial
California
$138M 2,224,270 +32,223 +1%
AA
25
Apriem Advisors
California
$127M 2,048,140 +127,569 +7%
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