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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 %
CWA
301
Cornerstone Wealth Advisors
Minnesota
$6.43M -$164K -7,272 -2%
EWA
302
EP Wealth Advisors
California
$6.38M -$152K -6,729 -2%
TPA
303
Trivium Point Advisory
Connecticut
$6.34M +$4.7M +595,791 +286%
MAS
304
Madden Advisory Services
Florida
$6.31M +$164K +7,245 +3%
CFMC
305
Curbstone Financial Management Corp
New Hampshire
$6.28M +$223K +9,840 +4%
ATWA
306
Arbor Trust Wealth Advisors
Michigan
$6.19M – – –
LFGO
307
Legacy Financial Group (Oklahoma)
Oklahoma
$6.18M +$4.05M +541,089 +190%
VT
308
Vise Technologies
New York
$6.14M +$579K +25,593 +10%
BCM
309
Barden Capital Management
Texas
$6.04M +$258K +11,391 +4%
DSA
310
Droms Strauss Advisors
Missouri
$5.88M -$68.8K -3,042 -1%
SEIA
311
Signature Estate & Investment Advisors
California
$5.86M +$172K +7,611 +3%
PWM
312
Paulson Wealth Management
Illinois
$5.86M -$1.08M -47,958 -16%
PFM
313
Phillips Financial Management
Indiana
$5.83M +$128K +5,649 +2%
AL
314
Aspiriant LLC
California
$5.81M +$60.1K +2,658 +1%
CPRC
315
Consolidated Portfolio Review Corp
New York
$5.81M +$131K +5,778 +2%
KFC
316
Klingenstein Fields & Co
New York
$5.81M -$20.1K -888 -0.3%
WWM
317
Western Wealth Management
Colorado
$5.79M +$2.59M +114,552 +81%
BIA
318
Bigelow Investment Advisors
Maine
$5.79M -$493K -21,798 -8%
TSWM
319
Triangle Securities Wealth Management
North Carolina
$5.72M -$145K -6,429 -2%
BAM
320
Berkshire Asset Management
Pennsylvania
$5.69M – – –
B
321
Birchbrook
Maine
$5.65M +$17.4K +771 +0.3%
SMA
322
Sage Mountain Advisors
Georgia
$5.65M +$16.9K +747 +0.3%
Bank of New York Mellon
323
Bank of New York Mellon
New York
$5.65M +$486K +21,492 +9%
OFG
324
Omega Financial Group
California
$5.59M -$610K -26,970 -10%
RL
325
Retireful LLC
Michigan
$5.58M -$608K -26,877 -10%
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