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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,241 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, 449 reducing their positions, and 63 closing their positions.

Holders
1,241
Holders Change
+29
Holders Change %
+2.39%
% of All Funds
17.95%
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
449
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.4B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$579M
3
CWM
3
Campbell Wealth Management
Virginia
$347M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$314M
5
SA
5
Scarborough Advisors
Maryland
$107M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$382M
3
DB
3
Dravo Bay
Delaware
$1.2M
4
TCM
4
Tradewinds Capital Management
Washington
$4.19M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$136M +$3.91M +172,998 +3%
Betterment LLC
27
Betterment LLC
New York
$135M +$67.5M +2,984,427 +100%
BWA
28
BlueSky Wealth Advisors
North Carolina
$134M +$496K +21,939 +0.4%
AA
29
Apriem Advisors
California
$132M -$3.89M -172,170 -3%
Morgan Stanley
30
Morgan Stanley
New York
$125M +$1.33M +58,872 +1%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$123M +$7.11M +314,580 +6%
CAM
32
Cresset Asset Management
Illinois
$123M -$4.34M -191,721 -3%
Corient Private Wealth
33
Corient Private Wealth
Florida
$121M +$13.2M +584,985 +12%
GG
34
Greenwood Gearhart
Arkansas
$120M +$11.6M +512,799 +11%
EWM
35
Evermay Wealth Management
Virginia
$116M -$1.96M -86,862 -2%
RWM
36
RKL Wealth Management
Pennsylvania
$108M -$4.33M -191,601 -4%
SA
37
Scarborough Advisors
Maryland
$107M +$107M +4,719,990 New
NQWM
38
Northwest Quadrant Wealth Management
Oregon
$103M +$58.9K +2,604 +0.1%
OWM
39
Orgel Wealth Management
Wisconsin
$103M -$31.8K -1,404 -0%
JIC
40
Johnson Investment Counsel
Ohio
$94.3M +$4.59M +203,130 +5%
CRC
41
Curi RMB Capital
Illinois
$89.4M +$5.54M +244,854 +7%
MW
42
Marcum Wealth
Ohio
$87M -$2.78M -122,985 -3%
SAM
43
Standpoint Asset Management
Arizona
$85.3M +$9.74M +430,500 +13%
SCM
44
Steele Capital Management
Iowa
$83.9M -$3.92M -172,932 -4%
FC
45
Financial Consulate
Maryland
$83.5M +$4.5M +198,879 +6%
CST
46
Charles Schwab Trust
Nevada
$81.5M +$5.56M +245,763 +7%
BSB
47
Bangor Savings Bank
Maine
$80.9M -$2.85M -125,919 -3%
Ameriprise
48
Ameriprise
Minnesota
$76.7M -$536K -23,676 -0.7%
HWM
49
HB Wealth Management
Georgia
$71.5M -$275K -12,153 -0.4%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$70.6M +$2.95M +130,653 +4%
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