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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 %
RC
426
Roundview Capital
New Jersey
$2.82M -$20.2K -945 -0.7%
MFWP
427
Mosaic Family Wealth Partners
Missouri
$2.81M – – –
AC
428
Abbrea Capital
California
$2.8M -$111K -5,163 -4%
VAF
429
Values Added Financial
District of Columbia
$2.79M +$228K +10,644 +9%
EWM
430
Elmwood Wealth Management
California
$2.78M +$54.9K +2,565 +2%
APP
431
Avantax Planning Partners
Iowa
$2.76M +$180K +8,412 +7%
JCIA
432
Jackson Creek Investment Advisors
Colorado
$2.76M +$75.9K +3,546 +3%
SW
433
Simplicity Wealth
New Jersey
$2.75M +$160K +7,473 +6%
BFG
434
Bleakley Financial Group
New Jersey
$2.75M +$160K +7,473 +6%
ZIM
435
Zacks Investment Management
Illinois
$2.75M +$236K +11,040 +9%
CIR
436
Clear Investment Research
Georgia
$2.74M +$14.9K +696 +0.5%
Lazard Asset Management
437
Lazard Asset Management
New York
$2.72M – – –
BFPW
438
BOK Financial Private Wealth
Colorado
$2.68M -$12.9K -600 -0.5%
VWA
439
Visionary Wealth Advisors
Illinois
$2.66M +$194K +9,039 +8%
AA
440
Alesco Advisors
New York
$2.66M -$162K -7,545 -6%
JFGLC
441
Johnson Financial Group LLC (Colorado)
Colorado
$2.66M -$77.2K -3,606 -3%
GPFA
442
Game Plan Financial Advisors
Ohio
$2.66M +$91.6K +4,278 +4%
ECM
443
Elgethun Capital Management
South Dakota
$2.65M +$19.9K +930 +0.8%
NRW
444
Nova R Wealth
Kansas
$2.65M -$2.81M -131,343 -51%
EFP
445
Elser Financial Planning
Indiana
$2.65M +$2.65M +123,597 New
CIBC Private Wealth Group
446
CIBC Private Wealth Group
Georgia
$2.64M +$489K +22,365 +23%
AMG
447
Advisors Management Group
Wisconsin
$2.62M +$33K +1,542 +1%
CWM
448
Cabot Wealth Management
Massachusetts
$2.61M -$94.1K -4,392 -3%
WP
449
WealthShield Partners
North Carolina
$2.58M +$69.8K +3,249 +3%
CCWA
450
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.58M -$9K -420 -0.3%
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