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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 %
BFPW
476
BOK Financial Private Wealth
Colorado
$2.27M -$552K -24,426 -20%
WAG
477
Windsor Advisory Group
Ohio
$2.27M +$2.27M +100,209 New
OC
478
Oppenheimer & Co
New York
$2.26M -$69.5K -3,075 -3%
CAI
479
Capital Advisors Inc
Oklahoma
$2.26M +$80.3K +3,552 +4%
ZIMP
480
Zimmermann Investment Management & Planning
Pennsylvania
$2.24M -$10.9K -483 -0.5%
CA
481
Capital Advantage
California
$2.23M +$240K +10,614 +12%
FWP
482
FAS Wealth Partners
Kansas
$2.22M -$149K -6,567 -6%
SAF
483
Smith Anglin Financial
Texas
$2.22M -$217K -9,615 -9%
FWS
484
FinDec Wealth Services
California
$2.2M -$204 -9 -0%
ZF
485
Zhang Financial
Michigan
$2.2M -$147K -6,480 -6%
William Blair & Company
486
William Blair & Company
Illinois
$2.19M -$23.2K -1,026 -1%
WC
487
Wynn Capital
Georgia
$2.17M – – –
BIP
488
Blueprint Investment Partners
North Carolina
$2.17M +$2.17M +95,982 New
DSC
489
Duncker Streett & Co
Missouri
$2.16M -$20.2K -891 -0.9%
Empower Advisory Group
490
Empower Advisory Group
Colorado
$2.15M +$14K +621 +0.7%
VP
491
Verum Partners
North Carolina
$2.15M +$5.84K +258 +0.3%
S
492
SignatureFD
Georgia
$2.14M +$26.8K +1,185 +1%
AFG
493
Argent Financial Group
Louisiana
$2.14M +$2.14M +94,572 New
MCM
494
Mitchell Capital Management
Kansas
$2.1M -$135K -5,961 -6%
TW
495
TritonPoint Wealth
Maryland
$2.1M – – –
RC
496
Rovin Capital
Arizona
$2.08M +$25.4K +1,125 +1%
SCM
497
Sebold Capital Management
Illinois
$2.06M -$6.92K -306 -0.3%
FAIM
498
Financial Advocates Investment Management
Washington
$2.05M +$133K +5,514 +7%
YIA
499
YHB Investment Advisors
Connecticut
$2.05M +$100K +4,425 +5%
TFS
500
Thoroughbred Financial Services
Tennessee
$2.05M +$11.7K +519 +0.6%
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