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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,213 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, 384 increasing their positions, 477 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
17.64%
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
384
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
+$6.34B
2
US Bancorp
US Bancorp
Minnesota
+$914M
3
KOC
Koss-Olinger Consulting
Florida
+$206M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$126M
5
AT
American Trust
Kentucky
+$73.3M

Top Sellers

1
CWM
Campbell Wealth Management
Virginia
-$303M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$34.9M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$30.7M
4
FMP
Financial Management Professionals
Texas
-$23.6M
5
BHB
Bank Hapoalim BM
Israel
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCAM
326
Van Cleef Asset Management
Ohio
$4.95M +$248K +11,559 +5%
PA
327
Parallel Advisors
California
$4.89M +$253K +11,835 +5%
Bank of New York Mellon
328
Bank of New York Mellon
New York
$4.89M +$914K +42,687 +23%
SWP
329
Stratos Wealth Partners
Ohio
$4.86M +$103K +4,821 +2%
Lido Advisors
330
Lido Advisors
California
$4.84M -$333K -15,516 -6%
MA
331
Mutual Advisors
Nebraska
$4.83M -$17.6K -819 -0.4%
B
332
Bailard
California
$4.73M -$339K -15,807 -7%
FA
333
Financial Advisors
Massachusetts
$4.71M -$109K -5,073 -2%
SAI
334
Savvy Advisors Inc
New York
$4.7M +$117K +5,472 +3%
BI
335
Berkeley Inc
Idaho
$4.66M -$178K -8,334 -4%
AAS
336
Avantax Advisory Services
Texas
$4.65M -$18K -840 -0.4%
MCM
337
Mengis Capital Management
Oregon
$4.61M -$88.3K -4,125 -2%
HKIMG
338
Hutchens & Kramer Investment Management Group
Indiana
$4.52M -$22K -1,026 -0.5%
VST
339
Van Strum & Towne
California
$4.52M +$137K +6,405 +3%
MWM
340
Mission Wealth Management
California
$4.5M -$1.42M -66,486 -24%
PFM
341
Peak Financial Management
Massachusetts
$4.5M -$128K -5,991 -3%
AWS
342
Atria Wealth Solutions
New York
$4.47M -$226K -10,527 -5%
TPA
343
Trivium Point Advisory
Connecticut
$4.46M +$409K +19,095 +10%
CP
344
Creekside Partners
California
$4.45M +$4.45M +207,756 New
SIC
345
Sigma Investment Counselors
Michigan
$4.42M +$66.4K +3,099 +2%
MTIC
346
Missouri Trust & Investment Company
Missouri
$4.37M +$14.5K +675 +0.3%
DP
347
Denver PWM
Colorado
$4.36M -$8.47M -395,346 -66%
AWM
348
Axxcess Wealth Management
California
$4.25M -$150K -7,017 -3%
IAN
349
Integrated Advisors Network
Texas
$4.22M -$62.7K -2,928 -1%
CFGA
350
Cambridge Financial Group (Arizona)
Arizona
$4.21M +$416K +19,407 +11%
12 13
14
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