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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 %
HKIMG
351
Hutchens & Kramer Investment Management Group
Indiana
$4.53M -$181K -8,070 -4%
CFGA
352
Cambridge Financial Group (Arizona)
Arizona
$4.42M -$17.4K -771 -0.4%
CP
353
Creekside Partners
California
$4.42M -$275K -12,180 -6%
EWA
354
Exencial Wealth Advisors
Oklahoma
$4.42M -$3.39K -150 -0.1%
VPIM
355
Vanguard Personalized Indexing Management
California
$4.39M +$52.9K +2,337 +1%
VA
356
Valmark Advisers
Ohio
$4.38M +$253K +11,199 +6%
PA
357
PFG Advisors
Arizona
$4.36M +$75.4K +3,336 +2%
WAG
358
Winthrop Advisory Group
Massachusetts
$4.35M -$62.1K -2,745 -1%
UAG
359
United Advisor Group
Ohio
$4.33M -$2.55M -112,533 -37%
MTIC
360
Missouri Trust & Investment Company
Missouri
$4.33M -$286K -12,645 -6%
Lido Advisors
361
Lido Advisors
California
$4.33M -$762K -33,708 -15%
Bank of Montreal
362
Bank of Montreal
Ontario, Canada
$4.33M +$147K +6,513 +4%
IAN
363
Integrated Advisors Network
Texas
$4.31M -$138K -6,090 -3%
MW
364
Maia Wealth
Colorado
$4.28M +$2.29M +300,228 +115%
IC
365
IEQ Capital
California
$4.25M -$25.8K -1,140 -0.6%
SF
366
Summit Financial
New Jersey
$4.24M +$3.93M +173,751 +1,268%
Kovitz Investment Group Partners
367
Kovitz Investment Group Partners
Illinois
$4.22M +$61.2K +2,760 +1%
AC
368
AlphaCore Capital
California
$4.21M +$303K +13,395 +8%
TCM
369
Tradewinds Capital Management
Washington
$4.19M -$28.7M -1,268,577 -87%
CG
370
Cynosure Group
Utah
$4.19M +$2.17K +96 +0.1%
ECML
371
Eagle Capital Management (Louisiana)
Louisiana
$4.17M -$4.14K -183 -0.1%
MWM
372
Merriman Wealth Management
Washington
$4.13M +$17.4K +771 +0.4%
Financial Engines Advisors
373
Financial Engines Advisors
California
$4.08M +$678K +35,019 +20%
TWM
374
Thrive Wealth Management
Pennsylvania
$4.03M -$2.44K -108 -0.1%
PA
375
Procyon Advisors
Connecticut
$4.02M +$89.6K +3,963 +2%
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