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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 %
TFS
501
Thoroughbred Financial Services
Tennessee
$1.93M +$136K +6,360 +8%
CA
502
Capital Advantage
California
$1.92M +$104K +4,773 +6%
PWW
503
Pettyjohn Wood & White
Virginia
$1.92M -$22.9K -1,068 -1%
SQA
504
Simon Quick Advisors
New Jersey
$1.91M +$17.3K +810 +0.9%
OF
505
Outfitter Financial
Maine
$1.9M -$75.8K -3,540 -4%
MFT
506
Moisand Fitzgerald Tamayo
Florida
$1.9M +$15.5K +723 +0.8%
RWMH
507
Riverpoint Wealth Management Holdings
Illinois
$1.88M – – –
CPA
508
Clear Point Advisors
New York
$1.87M -$41.4K -1,932 -2%
RZH
509
Relyea Zuckerberg Hanson
Connecticut
$1.87M – – –
VCM
510
Virtue Capital Management
Tennessee
$1.85M -$216K -9,897 -10%
WTC
511
WhitTier Trust Company
Nevada
$1.85M -$61K -2,850 -3%
YIA
512
YHB Investment Advisors
Connecticut
$1.85M +$26.6K +1,242 +1%
AOWM
513
Alpha Omega Wealth Management
Virginia
$1.84M -$44K -2,055 -2%
DWM
514
Dechtman Wealth Management
Colorado
$1.84M – – –
DTC
515
Davidson Trust Company
Washington
$1.83M – – –
IPWA
516
International Private Wealth Advisors
California
$1.83M -$240K -11,202 -12%
PFWA
517
Paces Ferry Wealth Advisors
Georgia
$1.83M -$85.2K -3,978 -4%
GRP
518
Global Retirement Partners
California
$1.82M +$65.1K +3,042 +4%
BMCM
519
Bryn Mawr Capital Management
Pennsylvania
$1.8M +$1.93K +90 +0.1%
Calamos Advisors
520
Calamos Advisors
Illinois
$1.77M +$5.65K +264 +0.3%
VCM
521
Vision Capital Management
Oregon
$1.77M -$49.9K -2,328 -3%
LIA
522
LBMC Investment Advisors
Tennessee
$1.76M – – –
WCM
523
Weaver Capital Management
Georgia
$1.75M +$2.89K +135 +0.2%
MSWMA
524
Market Street Wealth Management Advisors
Indiana
$1.75M -$4.95K -231 -0.3%
SC
525
Schoolcraft Capital
Colorado
$1.74M +$648K +30,249 +59%
19 20
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