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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,212 hedge funds and large institutions have $28B invested in Schwab US Large- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 383 increasing their positions, 477 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
17.63%
Holding in Top 10
188
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.53%
% of All Funds
2.73%
New
98
Increased
383
Reduced
477
Closed
52
Calls
$1.57M
Puts
$218K
Net Calls
+$1.35M
Net Calls Change
-$1.07M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$9.58B
2
US Bancorp
US Bancorp
Minnesota
$920M
3
KOC
Koss-Olinger Consulting
Florida
$206M
4
BWA
BlueSky Wealth Advisors
North Carolina
$126M
5
AT
American Trust
Kentucky
$81.4M

Top Sellers

1
CWM
Campbell Wealth Management
Virginia
$0
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
3
IWC
Integrated Wealth Concepts
Massachusetts
$64.3M
4
FMP
Financial Management Professionals
Texas
$180K
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWC
226
Strategic Family Wealth Counselors
New Jersey
$9.55M +$20.3K +948 +0.2%
CFA
227
Cahill Financial Advisors
Minnesota
$9.54M -$153K -7,155 -2%
FF
228
Farrell Financial
New York
$9.4M -$248K -11,595 -3%
GIA
229
Gladstone Institutional Advisory
Florida
$9.36M +$414K +19,329 +5%
CFO
230
CVA Family Office
Colorado
$9.25M +$579K +27,015 +7%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$9.2M +$597K +27,894 +7%
CG
232
Caprock Group
Idaho
$9.18M +$7.17M +333,801 +357%
NP
233
NorthRock Partners
Minnesota
$9.17M -$580K -26,976 -6%
JCM
234
Jacobi Capital Management
Pennsylvania
$9.13M +$8.11M +378,843 +801%
NA
235
NewEdge Advisors
Louisiana
$8.99M +$2.43M +113,388 +37%
AMM
236
American Money Management
California
$8.96M +$170K +7,950 +2%
LSAG
237
Lake Street Advisors Group
New Hampshire
$8.89M – – –
AWE
238
Avidian Wealth Enterprises
Texas
$8.88M +$8.88M +414,573 New
RFA
239
RTD Financial Advisors
Pennsylvania
$8.67M -$114K -5,334 -1%
VAMG
240
Voisard Asset Management Group
Michigan
$8.52M -$256K -11,952 -3%
AFA
241
AA Financial Advisors
Ohio
$8.5M -$162K -7,578 -2%
CWM
242
Castle Wealth Management
Florida
$8.44M -$886K -41,259 -10%
AIM
243
AMI Investment Management
Indiana
$8.32M -$165K -7,689 -2%
USWIA
244
UP Strategic Wealth Investment Advisors
Pennsylvania
$8.32M +$913K +42,618 +12%
PCWA
245
Pacific Capital Wealth Advisors
California
$8.19M -$27.1K -1,266 -0.3%
BAMG
246
Brand Asset Management Group
Missouri
$8.15M -$80.5K -3,759 -1%
MA
247
MBA Advisors
Pennsylvania
$8.03M -$114K -5,313 -1%
SWM
248
SigFig Wealth Management
California
$7.99M +$3.1M +153,576 +63%
NRI
249
NFP Retirement Inc
California
$7.95M -$1.12M -52,458 -12%
EW
250
Element Wealth
Mississippi
$7.95M -$129K -6,000 -2%
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