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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,242 hedge funds and large institutions have $20.6B invested in Schwab US Large- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 469 increasing their positions, 450 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,242
Holders Change
+29
Holders Change %
+2.39%
% of All Funds
17.96%
Holding in Top 10
189
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
2.73%
New
106
Increased
469
Reduced
450
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$426M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$398M
3
CWM
Campbell Wealth Management
Virginia
+$347M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$207M
5
SA
Scarborough Advisors
Maryland
+$107M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$9.58B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$73.5M
3
DB
Dravo Bay
Delaware
-$32.1M
4
TCM
Tradewinds Capital Management
Washington
-$28.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
226
Cooper/Haims Advisors
New York
$10.2M -$112K -4,968 -1%
NIC
227
Northwest Investment Counselors
Oregon
$10.2M -$20.8K -921 -0.2%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$10.1M +$2.58M +114,222 +35%
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$10.1M +$348K +15,378 +4%
RWP
230
Revolve Wealth Partners
New Jersey
$10M -$1.51M -66,858 -13%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$10M -$5.62M -248,319 -36%
FF
232
Farrell Financial
New York
$9.99M +$6.53M +826,653 +188%
SFWC
233
Strategic Family Wealth Counselors
New Jersey
$9.92M -$167K -7,386 -2%
AMM
234
American Money Management
California
$9.9M +$432K +19,080 +5%
SP
235
SWS Partners
Ohio
$9.86M -$247K -10,920 -2%
CFA
236
Cahill Financial Advisors
Minnesota
$9.86M -$219K -9,684 -2%
RWRC
237
R.W. Roge & Company
New York
$9.83M -$331K -14,616 -3%
BI
238
Berkeley Inc
Idaho
$9.78M +$4.86M +214,722 +99%
CFO
239
CVA Family Office
Colorado
$9.6M -$168K -7,449 -2%
CG
240
Caprock Group
Idaho
$9.59M -$78.8K -3,483 -0.8%
VAMG
241
Voisard Asset Management Group
Michigan
$9.58M +$585K +25,875 +7%
LSAG
242
Lake Street Advisors Group
New Hampshire
$9.36M +$9.5K +420 +0.1%
AWE
243
Avidian Wealth Enterprises
Texas
$9.36M -$20.2K -891 -0.2%
USWIA
244
UP Strategic Wealth Investment Advisors
Pennsylvania
$9.15M +$366K +16,161 +4%
MF
245
Montis Financial
Massachusetts
$9.14M -$1.31M -58,074 -13%
NA
246
Nottingham Advisors
New York
$9.11M -$2.4M -106,128 -21%
AFA
247
AA Financial Advisors
Ohio
$9.1M +$131K +5,811 +1%
RFA
248
RTD Financial Advisors
Pennsylvania
$9.03M -$128K -5,676 -1%
CHA
249
Carmichael Hill & Associates
Maryland
$8.76M +$1M +44,427 +13%
CWM
250
Castle Wealth Management
Florida
$8.67M -$218K -9,648 -2%
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