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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,212 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, 383 increasing their positions, 477 reducing their positions, and 52 closing their positions.

Holders
1,212
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
17.63%
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
383
Reduced
477
Closed
52
Calls
$1.57M
Puts
$218K
Net Calls
+$1.35M
Net Calls Change
-$1.07M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.58B
2
US Bancorp
2
US Bancorp
Minnesota
$920M
3
KOC
3
Koss-Olinger Consulting
Florida
$206M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$126M
5
AT
5
American Trust
Kentucky
$81.4M

Top Sellers

1
CWM
1
Campbell Wealth Management
Virginia
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$431M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$64.3M
4
FMP
4
Financial Management Professionals
Texas
$180K
5
BHB
5
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
BlueSky Wealth Advisors
North Carolina
$126M +$126M +5,906,235 New
Bank of America
27
Bank of America
North Carolina
$125M +$7.43M +346,773 +6%
CAM
28
Cresset Asset Management
Illinois
$121M -$8.83M -410,784 -7%
Morgan Stanley
29
Morgan Stanley
New York
$117M +$2.12M +98,877 +2%
EWM
30
Evermay Wealth Management
Virginia
$112M -$1.35M -62,808 -1%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$110M +$36.7M +1,715,352 +50%
RWM
32
RKL Wealth Management
Pennsylvania
$107M +$1.43M +66,714 +1%
GG
33
Greenwood Gearhart
Arkansas
$102M +$2.37M +110,646 +2%
Corient Private Wealth
34
Corient Private Wealth
Florida
$102M +$5.44M +254,016 +6%
NQWM
35
Northwest Quadrant Wealth Management
Oregon
$97.8M +$1.16M +54,303 +1%
OWM
36
Orgel Wealth Management
Wisconsin
$97.2M -$724K -33,810 -0.7%
MW
37
Marcum Wealth
Ohio
$85M -$13.6M -634,665 -14%
JIC
38
Johnson Investment Counsel
Ohio
$85M +$8.91M +416,025 +12%
SCM
39
Steele Capital Management
Iowa
$83.2M +$16.9M +788,955 +26%
AT
40
American Trust
Kentucky
$81.4M +$73.3M +3,420,534 +898%
CRC
41
Curi RMB Capital
Illinois
$79.5M -$793K -37,020 -1%
BSB
42
Bangor Savings Bank
Maine
$79.3M -$1.05M -49,074 -1%
FC
43
Financial Consulate
Maryland
$74.8M +$350K +16,347 +0.5%
Ameriprise
44
Ameriprise
Minnesota
$73.1M +$1.99M +93,045 +3%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$72.1M +$45M +2,066,436 +166%
CST
46
Charles Schwab Trust
Nevada
$71.9M -$893K -41,712 -1%
SAM
47
Standpoint Asset Management
Arizona
$71.6M +$7.59M +354,600 +12%
HWM
48
HB Wealth Management
Georgia
$68M -$680K -31,761 -1%
WANY
49
Wealthspire Advisors (New York)
New York
$67.8M -$3.85M -179,670 -5%
MWP
50
Meridian Wealth Partners
Pennsylvania
$67.3M -$505K -23,562 -0.7%
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