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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 %
LWM
251
LongView Wealth Management
Georgia
$8.66M +$1.48M +65,631 +21%
AIM
252
AMI Investment Management
Indiana
$8.54M -$252K -11,160 -3%
MA
253
MBA Advisors
Pennsylvania
$8.47M -$4.28K -189 -0.1%
USCWA
254
U.S. Capital Wealth Advisors
Texas
$8.42M +$172K +7,611 +2%
BAMG
255
Brand Asset Management Group
Missouri
$8.4M -$203K -8,988 -2%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$8.37M -$25.8K -1,140 -0.3%
MML Investors Services
257
MML Investors Services
Massachusetts
$8.33M -$2.23M -98,412 -21%
LAM
258
L2 Asset Management
Massachusetts
$8.27M +$480K +21,231 +6%
PCWA
259
Pacific Capital Wealth Advisors
California
$8.22M -$423K -18,696 -5%
PIMG
260
Patriot Investment Management Group
Tennessee
$8.18M -$156K -6,906 -2%
GSAM
261
Grant Street Asset Management
Pennsylvania
$8.18M -$407 -18 -0%
RG
262
Raine Group
New York
$8.16M -$195K -8,607 -2%
MWA
263
Muirfield Wealth Advisors
North Carolina
$8.12M +$86.4K +3,822 +1%
EW
264
Element Wealth
Mississippi
$8.09M -$308K -13,608 -4%
LF
265
Lee Financial
Texas
$8.02M -$25.7K -1,137 -0.3%
EWP
266
Elevation Wealth Partners
California
$8M -$127K -5,616 -2%
FLPIM
267
F.L. Putnam Investment Management
Massachusetts
$7.95M -$10.3K -456 -0.1%
CWA
268
Consilium Wealth Advisory
Texas
$7.93M +$28.4K +1,254 +0.4%
RTL
269
Red Tortoise LLC
Georgia
$7.9M +$154K +6,816 +2%
AI
270
Atria Investments
North Carolina
$7.89M +$183K +8,073 +2%
EH
271
Equitable Holdings
New York
$7.83M -$70.2K -3,102 -0.9%
NRI
272
NFP Retirement Inc
California
$7.72M -$679K -30,036 -8%
CFG
273
Clayton Financial Group
Missouri
$7.65M +$1.17M +51,828 +18%
OPWM
274
Oakwell Private Wealth Management
Texas
$7.63M -$188K -8,334 -2%
BRWA
275
B. Riley Wealth Advisors
Florida
$7.47M +$339K +15,105 +5%
9 10
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