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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 %
CPP
451
Capasso Planning Partners
South Carolina
$2.67M -$306K -13,533 -10%
Janney Montgomery Scott
452
Janney Montgomery Scott
Pennsylvania
$2.67M +$13.6K +603 +0.5%
TWG
453
The Wealth Group
Minnesota
$2.67M -$16.4K -723 -0.6%
SFA
454
Seneca Financial Advisors
New York
$2.65M -$7.06K -312 -0.3%
NHC
455
Nicholas Hoffman & Company
Georgia
$2.63M +$14K +618 +0.5%
SCP
456
Stevens Capital Partners
Nebraska
$2.62M +$416K +18,405 +19%
FRA
457
Front Row Advisors
California
$2.62M +$136 +6 +0%
PAI
458
Pittenger & Anderson Inc
Nebraska
$2.61M +$19.7K +873 +0.8%
CWM
459
Cabot Wealth Management
Massachusetts
$2.59M -$167K -7,395 -6%
JPLA
460
Joseph P. Lucia & Associates
New York
$2.59M +$57.9K +2,559 +2%
PL
461
Plancorp LLC
Missouri
$2.58M -$12.3K -546 -0.5%
SCM
462
Stordahl Capital Management
Colorado
$2.55M -$33.7K -1,503 -1%
VFPW
463
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.54M -$11.8M -522,156 -82%
NRW
464
Nova R Wealth
Kansas
$2.54M -$260K -11,490 -9%
AF
465
Advisornet Financial
Minnesota
$2.5M +$460K +20,340 +23%
TIA
466
Traphagen Investment Advisors
New Jersey
$2.48M +$15.7K +693 +0.6%
GWA
467
GGM Wealth Advisors
Maryland
$2.42M +$164K +7,263 +7%
CA
468
Clearstead Advisors
Ohio
$2.42M -$103K -4,542 -4%
PFC
469
Phocas Financial Corp
California
$2.4M -$299K -13,218 -11%
TAM
470
Townsend Asset Management
North Carolina
$2.4M -$5.02K -222 -0.2%
CIA
471
Compass Ion Advisors
Pennsylvania
$2.4M +$2.4M +105,978 New
GGI
472
Godsey & Gibb Inc
Virginia
$2.39M +$284K +12,549 +13%
SEEDPG
473
S.E.E.D. Planning Group
New York
$2.33M +$283K +12,495 +14%
WI
474
Wedgewood Investors
Pennsylvania
$2.3M -$2.92K -129 -0.1%
CWM
475
CCG Wealth Management
California
$2.29M -$42K -1,857 -2%
17 18
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