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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 %
JWA
526
JFS Wealth Advisors
Pennsylvania
$1.73M +$21.9K +1,023 +1%
HWMG
527
Hurlow Wealth Management Group
Indiana
$1.73M -$23.5K -1,098 -1%
TIAA Trust, National Association
528
TIAA Trust, National Association
North Carolina
$1.72M +$167K +7,815 +11%
SWM
529
SeaCrest Wealth Management
New York
$1.72M -$125K -5,823 -7%
FAIM
530
Financial Advocates Investment Management
Washington
$1.7M +$83.3K +3,891 +5%
CSI
531
Cross Staff Investments
New York
$1.7M – – –
PWG
532
Portside Wealth Group
Utah
$1.69M +$1.69M +78,720 New
NCM
533
Novare Capital Management
North Carolina
$1.69M – – –
FNBT
534
FineMark National Bank & Trust
Florida
$1.67M – – –
CA
535
CGN Advisors
Kansas
$1.65M +$45.1K +2,106 +3%
BFG
536
Bouchey Financial Group
New York
$1.65M -$14.5K -675 -0.9%
Citigroup
537
Citigroup
New York
$1.65M +$567K +26,493 +53%
PSCM
538
Per Stirling Capital Management
Texas
$1.64M – – –
PFA
539
Pinnacle Family Advisors
Missouri
$1.64M +$281K +13,143 +21%
AG
540
AlTi Global
New York
$1.63M -$5.8K -270 -0.4%
FG
541
Foster Group
Iowa
$1.62M +$171K +7,980 +12%
SP
542
Successful Portfolios
Florida
$1.61M +$130K +6,054 +9%
MSG
543
Main Street Group
Virginia
$1.6M -$21.5K -1,002 -1%
BIM
544
Breakwater Investment Management
Washington
$1.58M +$112K +5,244 +8%
GBWM
545
Granite Bay Wealth Management
New Hampshire
$1.57M +$501K +23,412 +47%
LFG
546
Larson Financial Group
Missouri
$1.55M +$346K +16,155 +29%
AIM
547
Aspen Investment Management
Michigan
$1.54M +$44.1K +2,061 +3%
LTL
548
Lowery Thomas LLC
California
$1.54M +$453K +21,165 +42%
AAS
549
Ameritas Advisory Services
Nebraska
$1.53M +$105K +4,917 +7%
HIC
550
Holderness Investments Company
North Carolina
$1.52M +$58.9K +2,748 +4%
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