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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 %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$7.95M -$54K -2,520 -0.7%
RG
252
Raine Group
New York
$7.91M – – –
PIMG
253
Patriot Investment Management Group
Tennessee
$7.9M -$780K -36,414 -9%
USCWA
254
U.S. Capital Wealth Advisors
Texas
$7.81M +$227K +10,614 +3%
GSAM
255
Grant Street Asset Management
Pennsylvania
$7.74M +$134K +6,276 +2%
EWP
256
Elevation Wealth Partners
California
$7.69M -$830K -38,754 -10%
CRA
257
Clear Rock Advisors
Texas
$7.66M -$419K -19,578 -5%
LF
258
Lee Financial
Texas
$7.64M +$51.4K +2,391 +0.7%
MWA
259
Muirfield Wealth Advisors
North Carolina
$7.61M +$124K +5,781 +2%
FLPIM
260
F.L. Putnam Investment Management
Massachusetts
$7.54M +$187K +8,748 +3%
CWA
261
Consilium Wealth Advisory
Texas
$7.49M -$192K -8,970 -3%
EH
262
Equitable Holdings
New York
$7.48M -$1.55M -72,480 -17%
OPWM
263
Oakwell Private Wealth Management
Texas
$7.4M -$23.3K -1,086 -0.3%
LAM
264
L2 Asset Management
Massachusetts
$7.38M +$7.38M +344,499 New
CHA
265
Carmichael Hill & Associates
Maryland
$7.34M +$537K +25,053 +8%
RTL
266
Red Tortoise LLC
Georgia
$7.33M -$175K -8,163 -2%
AI
267
Atria Investments
North Carolina
$7.3M +$1.62M +75,615 +29%
KF
268
Krilogy Financial
Missouri
$7.19M -$30.1K -1,407 -0.4%
IWMA
269
Ironwood Wealth Management (Arizona)
Arizona
$7.16M -$440K -20,550 -6%
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$7.08M +$3.81M +177,906 +116%
WCFA
271
Walkner Condon Financial Advisors
Wisconsin
$7.01M +$307K +14,418 +5%
LPT
272
Legacy Private Trust
Wisconsin
$6.99M -$165K -7,707 -2%
SPA
273
Sentinel Pension Advisors
Massachusetts
$6.95M +$345K +16,122 +5%
BRWA
274
B. Riley Wealth Advisors
Florida
$6.83M +$1.03M +47,859 +18%
LWM
275
LongView Wealth Management
Georgia
$6.8M +$974K +45,492 +17%
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