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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 %
AIS
501
American Investment Services
Massachusetts
$2.04M -$4.95K -219 -0.2%
SWM
502
Stockman Wealth Management
Montana
$2.03M -$22.4K -990 -1%
FTS
503
Fifth Third Securities
Ohio
$2.02M -$113K -5,004 -5%
CFGSD
504
Compass Financial Group (South Dakota)
South Dakota
$2.02M -$125K -5,523 -6%
WP
505
WealthPLAN Partners
Nebraska
$2.02M -$87.1K -3,849 -4%
FNBT
506
FineMark National Bank & Trust
Florida
$2.02M +$250K +11,034 +14%
SQA
507
Simon Quick Advisors
New Jersey
$2M -$21.2K -936 -1%
RAG
508
RIA Advisory Group
Iowa
$1.99M +$1.99M +88,167 New
CPA
509
Clear Point Advisors
New York
$1.99M +$14.2K +627 +0.7%
RWMH
510
Riverpoint Wealth Management Holdings
Illinois
$1.99M +$1.15K +51 +0.1%
Calamos Advisors
511
Calamos Advisors
Illinois
$1.99M +$117K +5,172 +6%
PS
512
Principal Securities
Iowa
$1.99M +$562K +24,846 +39%
ECM
513
Evergreen Capital Management
Washington
$1.99M +$1.07M +47,331 +117%
RZH
514
Relyea Zuckerberg Hanson
Connecticut
$1.99M +$11.1K +489 +0.6%
WAM
515
Worth Asset Management
Texas
$1.98M -$130K -5,739 -6%
LTL
516
Lowery Thomas LLC
California
$1.98M +$353K +15,606 +22%
IWM
517
IHT Wealth Management
Illinois
$1.98M +$410K +18,321 +26%
MFT
518
Moisand Fitzgerald Tamayo
Florida
$1.97M -$30.2K -1,335 -2%
SCM
519
Saxony Capital Management
Missouri
$1.96M +$1.96M +86,595 New
WTC
520
WhitTier Trust Company
Nevada
$1.95M – – –
DWM
521
Dechtman Wealth Management
Colorado
$1.95M +$12.1K +537 +0.6%
HIC
522
Holderness Investments Company
North Carolina
$1.95M +$344K +15,198 +21%
DTC
523
Davidson Trust Company
Washington
$1.94M – – –
PFWA
524
Paces Ferry Wealth Advisors
Georgia
$1.93M +$5.02K +222 +0.3%
AOWM
525
Alpha Omega Wealth Management
Virginia
$1.93M -$19.6K -867 -1%
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