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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 %
TC
276
TownSquare Capital
Utah
$6.73M -$789K -36,837 -10%
CWM
277
Circle Wealth Management
New Jersey
$6.58M – – –
PWM
278
Paulson Wealth Management
Illinois
$6.57M -$497K -23,202 -7%
NIM
279
Nicollet Investment Management
Minnesota
$6.54M +$2.19K +102 +0%
GCA
280
Gradient Capital Advisors
California
$6.52M -$165K -7,716 -2%
UAG
281
United Advisor Group
Ohio
$6.51M -$566K -26,448 -8%
MHR
282
Matthew Hamilton Rosenberg
$6.49M +$380K +17,676 +6%
WA
283
Waverly Advisors
Alabama
$6.45M +$499K +23,289 +8%
HG
284
Harbor Group
New Hampshire
$6.4M -$88K -4,107 -1%
Citadel Advisors
285
Citadel Advisors
Florida
$6.4M +$6.36M +296,946 +17,396%
MWM
286
MinichMacGregor Wealth Management
New York
$6.35M -$36.9K -1,725 -0.6%
ACM
287
Arcataur Capital Management
Wisconsin
$6.34M +$13.1K +612 +0.2%
MW
288
MBL Wealth
North Carolina
$6.25M -$218K -10,200 -3%
CWA
289
Cornerstone Wealth Advisors
Minnesota
$6.25M -$177K -8,253 -3%
TI
290
Truepoint Inc
Ohio
$6.22M -$915K -42,732 -13%
BCP
291
Blackhawk Capital Partners
Wisconsin
$6.22M -$143K -6,669 -2%
ATWA
292
Arbor Trust Wealth Advisors
Michigan
$6.19M -$31.6K -1,470 -0.5%
EWA
293
EP Wealth Advisors
California
$6.18M +$621K +29,016 +11%
SWA
294
SFMG Wealth Advisors
Texas
$6.11M +$25.3K +1,179 +0.4%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$6.1M – – –
LFGO
296
Legacy Financial Group (Oklahoma)
Oklahoma
$6.1M -$187K -8,745 -3%
FSWA
297
Financial Synergies Wealth Advisors
Texas
$6.05M -$241K -11,262 -4%
GFP
298
Guardian Financial Partners
California
$6.01M +$187K +8,733 +3%
BIA
299
Bigelow Investment Advisors
Maine
$5.95M -$5.2K -243 -0.1%
CFG
300
Clayton Financial Group
Missouri
$5.93M +$200K +9,669 +3%
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