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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 %
PA
376
Procyon Advisors
Connecticut
$3.72M -$1.45M -67,473 -28%
Pathstone Holdings
377
Pathstone Holdings
New Jersey
$3.71M -$377K -17,616 -9%
PIA
378
Pinion Investment Advisors
Kansas
$3.71M -$364K -16,992 -9%
AC
379
AlphaCore Capital
California
$3.71M -$892K -41,517 -19%
AMG
380
Asset Management Group
Connecticut
$3.69M +$26.2K +1,221 +0.7%
IP
381
Ignite Planners
California
$3.68M +$27.4K +1,257 +0.8%
FVIM
382
Fort Vancouver Investment Management
Washington
$3.66M +$3.66M +170,667 New
AFP
383
Ausdal Financial Partners
Iowa
$3.62M +$81K +3,783 +2%
RWP
384
RWA Wealth Partners
Massachusetts
$3.62M -$248K -11,592 -6%
HCM
385
Hollencrest Capital Management
California
$3.6M – – –
MIA
386
MeadowBrook Investment Advisors
Michigan
$3.59M -$3.53K -165 -0.1%
SG
387
Somerset Group
Minnesota
$3.59M +$607K +28,320 +20%
HMS
388
Hanseatic Management Services
New Mexico
$3.56M -$399K -18,636 -10%
Jane Street
389
Jane Street
New York
$3.49M -$4.96M -231,582 -59%
ES
390
ETF Store
Kansas
$3.48M -$3.32M -155,199 -49%
SHGA
391
Sand Hill Global Advisors
California
$3.47M -$8.22K -384 -0.2%
APSI
392
Asset Planning Services Inc
Louisiana
$3.46M +$58K +2,709 +2%
NGA
393
Naples Global Advisors
Florida
$3.45M +$59.9K +2,787 +2%
FFA
394
First Foundation Advisors
California
$3.45M +$2.18M +101,616 +170%
BCM
395
Brookstone Capital Management
Illinois
$3.39M -$570K -25,965 -14%
PCM
396
Poehling Capital Management
Wisconsin
$3.29M – – –
BFA
397
Beaumont Financial Advisors
Massachusetts
$3.28M -$50.5K -2,358 -2%
VI
398
VanderPol Investments
Michigan
$3.27M +$279K +13,041 +9%
Prudential Financial
399
Prudential Financial
New Jersey
$3.26M +$667K +31,140 +26%
MCC
400
Money Concepts Capital
Florida
$3.23M +$2.94M +137,268 +996%
14 15
16
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