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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 %
FFA
401
First Foundation Advisors
California
$3.62M -$24K -1,059 -0.7%
TPCW
402
TD Private Client Wealth
New York
$3.58M +$544K +24,033 +18%
HMS
403
Hanseatic Management Services
New Mexico
$3.56M -$202K -8,925 -5%
PIA
404
Pinion Investment Advisors
Kansas
$3.51M -$406K -17,970 -10%
ZIM
405
Zacks Investment Management
Illinois
$3.48M +$577K +25,530 +20%
PCM
406
Poehling Capital Management
Wisconsin
$3.48M – – –
BFA
407
Beaumont Financial Advisors
Massachusetts
$3.46M – – –
JWBC
408
John W. Brooker & Co
California
$3.45M +$436K +19,296 +14%
ES
409
ETF Store
Kansas
$3.44M -$237K -10,473 -6%
VI
410
VanderPol Investments
Michigan
$3.43M -$20.7K -915 -0.6%
WIA
411
World Investment Advisors
California
$3.41M +$378K +16,725 +12%
NCM
412
Next Capital Management
New York
$3.31M -$61.7K -2,730 -2%
SWP
413
Stratos Wealth Partners
Ohio
$3.27M -$1.87M -82,533 -36%
CIBC Private Wealth Group
414
CIBC Private Wealth Group
Georgia
$3.22M +$490K +21,684 +18%
FA
415
Fagan Associates
New York
$3.16M -$23.5K -1,038 -0.7%
BNP Paribas Financial Markets
416
BNP Paribas Financial Markets
France
$3.15M +$3.15M +139,362 New
ECG
417
Edge Capital Group
Georgia
$3.15M -$134K -5,913 -4%
EFP
418
Elser Financial Planning
Indiana
$3.15M +$350K +15,462 +13%
OCM
419
One Capital Management
California
$3.14M -$13K -576 -0.4%
VFA
420
Valeo Financial Advisors
Indiana
$3.13M +$36K +1,590 +1%
BFM
421
Broadview Financial Management
Wisconsin
$3.11M -$48.2K -2,130 -2%
STA
422
Summit Trail Advisors
New York
$3.11M – – –
CCM
423
Condor Capital Management
New Jersey
$3.08M -$67.8K -2,997 -2%
GWM
424
Geneos Wealth Management
Colorado
$3.08M +$2.83M +125,349 +1,160%
CB
425
Commerce Bank
Missouri
$3.08M -$5.09K -225 -0.2%
15 16
17
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