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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 %
FCH
451
Freestone Capital Holdings
Washington
$2.57M +$32.4K +1,512 +1%
PFC
452
Phocas Financial Corp
California
$2.56M +$427K +19,950 +20%
TWG
453
The Wealth Group
Minnesota
$2.54M -$129 -6 -0%
GS
454
GTS Securities
New York
$2.53M +$1.86M +86,988 +281%
SFA
455
Seneca Financial Advisors
New York
$2.52M -$3.08K -144 -0.1%
Janney Montgomery Scott
456
Janney Montgomery Scott
Pennsylvania
$2.52M +$250K +11,673 +11%
FRA
457
Front Row Advisors
California
$2.49M -$32.4K -1,506 -1%
NHC
458
Nicholas Hoffman & Company
Georgia
$2.47M -$2.44K -114 -0.1%
SCM
459
Stordahl Capital Management
Colorado
$2.46M -$38.6K -1,803 -2%
PL
460
Plancorp LLC
Missouri
$2.45M +$11.6K +540 +0.5%
PAI
461
Pittenger & Anderson Inc
Nebraska
$2.45M +$42.3K +1,974 +2%
JPLA
462
Joseph P. Lucia & Associates
New York
$2.4M -$101K -4,716 -4%
CA
463
Clearstead Advisors
Ohio
$2.38M +$1.32M +61,863 +125%
DAS
464
Diversify Advisory Services
Utah
$2.38M -$137K -6,255 -5%
TIA
465
Traphagen Investment Advisors
New Jersey
$2.33M – – –
SAF
466
Smith Anglin Financial
Texas
$2.31M -$32.3K -1,509 -1%
TAM
467
Townsend Asset Management
North Carolina
$2.28M -$1.16K -54 -0.1%
FWP
468
FAS Wealth Partners
Kansas
$2.24M -$127K -5,940 -5%
ZF
469
Zhang Financial
Michigan
$2.22M +$109K +5,112 +5%
CWM
470
Calamos Wealth Management
Illinois
$2.22M +$2.22M +103,452 New
OC
471
Oppenheimer & Co
New York
$2.21M -$77.1K -3,600 -3%
CWM
472
CCG Wealth Management
California
$2.21M -$65.3K -3,051 -3%
GC
473
Garde Capital
Washington
$2.2M -$32.2K -1,503 -1%
WI
474
Wedgewood Investors
Pennsylvania
$2.18M +$2.18M +101,973 New
GWA
475
GGM Wealth Advisors
Maryland
$2.14M +$62.3K +2,898 +3%
17 18
19
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