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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 %
BCP
276
Blackhawk Capital Partners
Wisconsin
$7.47M +$902K +39,888 +14%
IWMA
277
Ironwood Wealth Management (Arizona)
Arizona
$7.46M -$94.5K -4,179 -1%
SPA
278
Sentinel Pension Advisors
Massachusetts
$7.35M +$12.3K +546 +0.2%
FFA
279
Farther Finance Advisors
California
$7.35M -$6.55M -289,731 -47%
Tudor Investment Corp
280
Tudor Investment Corp
Connecticut
$7.29M +$5.86M +259,236 +410%
WCFA
281
Walkner Condon Financial Advisors
Wisconsin
$7.21M -$231K -10,230 -3%
NIM
282
Nicollet Investment Management
Minnesota
$7.12M +$222K +9,834 +3%
KF
283
Krilogy Financial
Missouri
$7.12M -$471K -20,844 -6%
SAI
284
Savvy Advisors Inc
New York
$7.11M +$2.15M +94,887 +43%
CWM
285
Circle Wealth Management
New Jersey
$7.1M +$143K +6,327 +2%
LPT
286
Legacy Private Trust
Wisconsin
$7.03M -$359K -15,867 -5%
AAS
287
Asset Allocation Strategies
Michigan
$6.98M +$5.71M +252,600 +450%
MHR
288
Matthew Hamilton Rosenberg
$6.96M +$121K +5,337 +2%
WA
289
Waverly Advisors
Alabama
$6.87M +$59K +2,610 +0.9%
TC
290
TownSquare Capital
Utah
$6.84M -$271K -11,976 -4%
GFP
291
Guardian Financial Partners
California
$6.76M +$416K +18,399 +7%
HG
292
Harbor Group
New Hampshire
$6.7M -$63.2K -2,793 -0.9%
MWM
293
MinichMacGregor Wealth Management
New York
$6.65M -$51K -2,256 -0.8%
ACM
294
Arcataur Capital Management
Wisconsin
$6.62M -$79K -3,495 -1%
GCA
295
Gradient Capital Advisors
California
$6.57M -$322K -14,238 -5%
FSWA
296
Financial Synergies Wealth Advisors
Texas
$6.56M +$168K +7,446 +3%
SWA
297
SFMG Wealth Advisors
Texas
$6.48M +$24.8K +1,098 +0.4%
TI
298
Truepoint Inc
Ohio
$6.48M -$92.3K -4,080 -1%
BCWM
299
Bartlett & Co Wealth Management
Ohio
$6.47M +$42.4K +1,875 +0.7%
MW
300
MBL Wealth
North Carolina
$6.46M -$136K -6,000 -2%
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