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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 %
VWA
426
VERITY Wealth Advisors
United States
$3.05M – – –
CMBA
427
C.M. Bidwell & Associates
Hawaii
$3.04M +$53.1K +2,346 +2%
FCI
428
Financial Counselors Inc
Kansas
$3.03M -$140K -6,171 -4%
AWM
429
Avior Wealth Management
Nebraska
$2.99M -$184K -8,142 -6%
FCC
430
Flower City Capital
New York
$2.99M -$51.6K -2,280 -2%
1WM
431
1900 Wealth Management
Texas
$2.98M -$225K -9,966 -7%
VAF
432
Values Added Financial
District of Columbia
$2.96M +$19.4K +858 +0.7%
BCM
433
Brookstone Capital Management
Illinois
$2.96M -$525K -23,193 -15%
DAS
434
Diversify Advisory Services
Utah
$2.93M +$2.09M +272,814 +250%
FCH
435
Freestone Capital Holdings
Washington
$2.92M +$208K +9,177 +8%
RC
436
Roundview Capital
New Jersey
$2.91M -$67K -2,961 -2%
KCM
437
Kathmere Capital Management
Pennsylvania
$2.91M -$132K -5,844 -4%
GHA
438
GW Henssler & Associates
Georgia
$2.9M -$228K -10,071 -7%
Lazard Asset Management
439
Lazard Asset Management
New York
$2.87M – – –
MFWP
440
Mosaic Family Wealth Partners
Missouri
$2.86M -$102K -4,500 -3%
GPFA
441
Game Plan Financial Advisors
Ohio
$2.83M +$25.9K +1,146 +0.9%
VWA
442
Visionary Wealth Advisors
Illinois
$2.82M +$10K +444 +0.4%
BFG
443
Bleakley Financial Group
New Jersey
$2.82M -$83.1K -3,675 -3%
AMG
444
Advisors Management Group
Wisconsin
$2.82M +$44.7K +1,977 +2%
JFGLC
445
Johnson Financial Group LLC (Colorado)
Colorado
$2.81M – – –
JCIA
446
Jackson Creek Investment Advisors
Colorado
$2.73M -$182K -8,037 -6%
WP
447
WealthShield Partners
North Carolina
$2.72M +$3.8K +168 +0.1%
ECM
448
Elgethun Capital Management
South Dakota
$2.72M -$78.6K -3,477 -3%
CIR
449
Clear Investment Research
Georgia
$2.72M -$175K -7,758 -6%
CCWA
450
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.7M -$23.4K -1,035 -0.9%
16 17
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