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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 %
PWM
301
Perigon Wealth Management
California
$5.89M -$133K -6,231 -2%
OFG
302
Omega Financial Group
California
$5.87M -$330K -15,390 -5%
RL
303
Retireful LLC
Michigan
$5.86M +$5.86M +273,609 New
MAS
304
Madden Advisory Services
Florida
$5.82M -$36.4K -1,701 -0.6%
MW
305
Maia Wealth
Colorado
$5.79M +$5.79M +261,933 New
CFMC
306
Curbstone Financial Management Corp
New Hampshire
$5.74M +$43.7K +2,040 +0.8%
SPI
307
Santori & Peters Inc
Pennsylvania
$5.7M -$118K -5,520 -2%
BAM
308
Berkshire Asset Management
Pennsylvania
$5.69M +$110K +5,124 +2%
ECM
309
Exchange Capital Management
Michigan
$5.69M -$421K -19,656 -7%
DSA
310
Droms Strauss Advisors
Missouri
$5.64M -$12K -561 -0.2%
TSWM
311
Triangle Securities Wealth Management
North Carolina
$5.55M -$220K -10,263 -4%
KFC
312
Klingenstein Fields & Co
New York
$5.52M +$73.2K +3,417 +1%
BCM
313
Barden Capital Management
Texas
$5.48M -$49.7K -2,322 -0.9%
SWM
314
Shelton Wealth Management
Texas
$5.46M -$1.07M -50,085 -16%
AL
315
Aspiriant LLC
California
$5.45M – – –
PFM
316
Phillips Financial Management
Indiana
$5.4M -$13.2K -615 -0.2%
SEIA
317
Signature Estate & Investment Advisors
California
$5.39M +$4.75M +221,646 +738%
CPRC
318
Consolidated Portfolio Review Corp
New York
$5.38M +$329K +15,363 +7%
CWA
319
Carolina Wealth Advisors
South Carolina
$5.37M +$375K +17,523 +8%
B
320
Birchbrook
Maine
$5.34M -$52.4K -2,445 -1%
SMA
321
Sage Mountain Advisors
Georgia
$5.33M – – –
VT
322
Vise Technologies
New York
$5.26M -$144K -6,717 -3%
NC
323
Napatree Capital
Rhode Island
$5.17M +$806K +37,644 +18%
TWP
324
Tempus Wealth Planning
California
$5.17M -$9.38K -438 -0.2%
WOC
325
West Oak Capital
California
$5.07M -$85.9K -4,011 -2%
11 12
13
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