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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 %
NCM
401
Next Capital Management
New York
$3.2M -$44.6K -2,082 -1%
HT
402
Heritage Trust
Oklahoma
$3.19M – – –
WPC
403
Wedmont Private Capital
Pennsylvania
$3.15M +$30.4K +1,377 +1%
ECG
404
Edge Capital Group
Georgia
$3.11M -$32.9K -1,536 -1%
1WM
405
1900 Wealth Management
Texas
$3.04M -$5.85K -273 -0.2%
WWM
406
Western Wealth Management
Colorado
$3.03M -$90K -4,200 -3%
FA
407
Fagan Associates
New York
$3.02M -$38.7K -1,809 -1%
BJL
408
Brighton Jones LLC
Washington
$3.01M +$54.8K +2,559 +2%
FCI
409
Financial Counselors Inc
Kansas
$3.01M +$229K +10,710 +8%
AWM
410
Avior Wealth Management
Nebraska
$3M -$163K -7,593 -5%
BFM
411
Broadview Financial Management
Wisconsin
$2.99M -$82.8K -3,867 -3%
OCM
412
One Capital Management
California
$2.98M -$35.9K -1,674 -1%
CCM
413
Condor Capital Management
New Jersey
$2.98M -$17.5K -819 -0.6%
GHA
414
GW Henssler & Associates
Georgia
$2.96M -$16.5K -771 -0.6%
STA
415
Summit Trail Advisors
New York
$2.95M +$2.95M +137,475 New
VFA
416
Valeo Financial Advisors
Indiana
$2.93M +$5.33K +249 +0.2%
CB
417
Commerce Bank
Missouri
$2.92M +$1.35M +62,988 +86%
VWA
418
VERITY Wealth Advisors
United States
$2.89M – – –
FCC
419
Flower City Capital
New York
$2.89M -$43.1K -2,007 -1%
KCM
420
Kathmere Capital Management
Pennsylvania
$2.88M -$85.3K -3,981 -3%
TPCW
421
TD Private Client Wealth
New York
$2.87M +$110K +5,115 +4%
WIA
422
World Investment Advisors
California
$2.87M +$5.27K +246 +0.2%
JWBC
423
John W. Brooker & Co
California
$2.85M +$81.6K +3,810 +3%
CMBA
424
C.M. Bidwell & Associates
Hawaii
$2.83M -$62.6K -2,925 -2%
CPP
425
Capasso Planning Partners
South Carolina
$2.82M +$1.52M +70,902 +117%
15 16
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