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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 %
ZIMP
476
Zimmermann Investment Management & Planning
Pennsylvania
$2.13M -$186K -8,670 -8%
MCM
477
Mitchell Capital Management
Kansas
$2.11M -$251K -11,733 -11%
William Blair & Company
478
William Blair & Company
Illinois
$2.1M +$287K +13,401 +16%
SCP
479
Stevens Capital Partners
Nebraska
$2.09M +$92.8K +4,332 +5%
FWS
480
FinDec Wealth Services
California
$2.09M -$45K -2,100 -2%
DSC
481
Duncker Streett & Co
Missouri
$2.07M -$128 -6 -0%
CAI
482
Capital Advisors Inc
Oklahoma
$2.06M +$25.6K +1,194 +1%
WC
483
Wynn Capital
Georgia
$2.06M – – –
CFGSD
484
Compass Financial Group (South Dakota)
South Dakota
$2.03M +$185K +8,619 +10%
VP
485
Verum Partners
North Carolina
$2.03M -$7.9K -369 -0.4%
FTS
486
Fifth Third Securities
Ohio
$2.03M -$145K -6,756 -7%
Empower Advisory Group
487
Empower Advisory Group
Colorado
$2.02M -$66.9K -3,126 -3%
QCM
488
Quantinno Capital Management
New York
$2.01M +$1.45M +67,605 +257%
S
489
SignatureFD
Georgia
$2M +$722K +33,720 +56%
WAM
490
Worth Asset Management
Texas
$2M +$168K +7,860 +9%
TW
491
TritonPoint Wealth
Maryland
$2M +$1.16K +54 +0.1%
WP
492
WealthPLAN Partners
Nebraska
$1.99M -$27K -1,260 -1%
GGI
493
Godsey & Gibb Inc
Virginia
$1.99M +$232K +10,845 +13%
WCM
494
Wealthcare Capital Management
Virginia
$1.99M -$122K -5,703 -6%
SCM
495
Sebold Capital Management
Illinois
$1.96M -$502K -23,427 -20%
RC
496
Rovin Capital
Arizona
$1.94M -$51.7K -2,412 -3%
SWM
497
Stockman Wealth Management
Montana
$1.94M +$86.1K +4,020 +5%
SEEDPG
498
S.E.E.D. Planning Group
New York
$1.94M -$592K -27,624 -23%
AF
499
Advisornet Financial
Minnesota
$1.93M -$9.7K -453 -0.5%
AIS
500
American Investment Services
Massachusetts
$1.93M -$12K -558 -0.6%
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