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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 %
AFP
376
Ausdal Financial Partners
Iowa
$4.02M +$193K +8,517 +5%
DWM
377
Dakota Wealth Management
Florida
$4M -$266K -11,775 -6%
GGI
378
GPM Growth Investors
Michigan
$3.99M -$432K -19,104 -10%
ASN
379
Advisory Services Network
Georgia
$3.99M – – –
MWM
380
Meridian Wealth Management
Kentucky
$3.99M +$3.99M +176,415 New
WC
381
Waterloo Capital
Texas
$3.97M -$217K -9,576 -5%
SHJ
382
Sharkey, Howes & Javer
Colorado
$3.97M -$322K -14,241 -8%
RJA
383
Raymond James & Associates
Florida
$3.96M -$79.5K -3,513 -2%
HFS
384
Hantz Financial Services
Michigan
$3.93M -$251K -11,118 -6%
APSI
385
Asset Planning Services Inc
Louisiana
$3.91M +$259K +11,442 +7%
AMG
386
Asset Management Group
Connecticut
$3.91M +$13.4K +591 +0.3%
Pathstone Holdings
387
Pathstone Holdings
New Jersey
$3.9M -$20.2K -891 -0.5%
Prudential Financial
388
Prudential Financial
New Jersey
$3.85M +$404K +17,865 +12%
IP
389
Ignite Planners
California
$3.83M +$11.5K +510 +0.3%
RWP
390
RWA Wealth Partners
Massachusetts
$3.82M +$746 +33 +0%
NGA
391
Naples Global Advisors
Florida
$3.82M +$183K +8,112 +5%
HCM
392
Hollencrest Capital Management
California
$3.81M +$271 +12 +0%
SG
393
Somerset Group
Minnesota
$3.8M +$6.92K +306 +0.2%
EWM
394
Elmwood Wealth Management
California
$3.76M +$829K +36,636 +28%
MIA
395
MeadowBrook Investment Advisors
Michigan
$3.74M -$53.9K -2,385 -1%
RF
396
RHS Financial
California
$3.71M -$246K -10,866 -6%
FVIM
397
Fort Vancouver Investment Management
Washington
$3.71M -$154K -6,792 -4%
SHGA
398
Sand Hill Global Advisors
California
$3.66M – – –
SPFA
399
Summit Place Financial Advisors
New Jersey
$3.63M -$387K -17,130 -10%
SFS
400
Summit Financial Strategies
Ohio
$3.63M -$348K -15,369 -9%
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