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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 %
GGI
351
GPM Growth Investors
Michigan
$4.19M +$4.19M +195,699 New
EWA
352
Exencial Wealth Advisors
Oklahoma
$4.18M -$327K -15,279 -7%
WAG
353
Winthrop Advisory Group
Massachusetts
$4.18M -$54.5K -2,544 -1%
VPIM
354
Vanguard Personalized Indexing Management
California
$4.11M +$32.9K +1,536 +0.8%
ELM
355
Elite Life Management
Florida
$4.11M +$537K +25,065 +15%
SHJ
356
Sharkey, Howes & Javer
Colorado
$4.06M -$110K -5,121 -3%
PA
357
PFG Advisors
Arizona
$4.06M +$29.3K +1,368 +0.7%
DWM
358
Dakota Wealth Management
Florida
$4.05M +$690K +32,163 +21%
IC
359
IEQ Capital
California
$4.05M +$910K +42,492 +29%
Kovitz Investment Group Partners
360
Kovitz Investment Group Partners
Illinois
$4.02M -$59.1K -2,760 -1%
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
$3.99M -$253K -11,751 -6%
ASN
362
Advisory Services Network
Georgia
$3.99M +$315K +14,718 +9%
WC
363
Waterloo Capital
Texas
$3.97M +$72.7K +3,396 +2%
CG
364
Cynosure Group
Utah
$3.97M – – –
CWA
365
Clearview Wealth Advisors
Oregon
$3.96M +$3.96M +184,932 New
HFS
366
Hantz Financial Services
Michigan
$3.96M -$977K -45,603 -20%
ECML
367
Eagle Capital Management (Louisiana)
Louisiana
$3.95M -$48.8K -2,277 -1%
VA
368
Valmark Advisers
Ohio
$3.91M -$94.3K -4,401 -2%
MWM
369
Merriman Wealth Management
Washington
$3.9M -$54.6K -2,547 -1%
RJA
370
Raymond James & Associates
Florida
$3.82M -$2.09M -97,770 -35%
TWM
371
Thrive Wealth Management
Pennsylvania
$3.82M +$125K +5,814 +3%
SPFA
372
Summit Place Financial Advisors
New Jersey
$3.81M -$91.8K -4,284 -2%
Financial Engines Advisors
373
Financial Engines Advisors
California
$3.77M +$2.84K +132 +0.1%
SFS
374
Summit Financial Strategies
Ohio
$3.77M -$3.53K -165 -0.1%
RF
375
RHS Financial
California
$3.74M +$73.6K +3,438 +2%
13 14
15
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