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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 %
BMCM
526
Bryn Mawr Capital Management
Pennsylvania
$1.91M +$6.04K +267 +0.3%
OF
527
Outfitter Financial
Maine
$1.9M -$110K -4,860 -5%
LFG
528
Larson Financial Group
Missouri
$1.88M +$242K +10,680 +15%
Citigroup
529
Citigroup
New York
$1.88M +$138K +6,081 +8%
IPWA
530
International Private Wealth Advisors
California
$1.87M -$57K -2,520 -3%
PCM
531
Parsons Capital Management
Rhode Island
$1.86M +$433K +19,143 +30%
GRP
532
Global Retirement Partners
California
$1.86M -$69.4K -3,069 -4%
PWW
533
Pettyjohn Wood & White
Virginia
$1.85M -$172K -7,623 -9%
MSWMA
534
Market Street Wealth Management Advisors
Indiana
$1.85M – – –
LIA
535
LBMC Investment Advisors
Tennessee
$1.84M -$20.5K -906 -1%
VCM
536
Virtue Capital Management
Tennessee
$1.84M -$78.4K -3,465 -4%
SC
537
Schoolcraft Capital
Colorado
$1.83M – – –
AA
538
Alesco Advisors
New York
$1.83M -$979K -43,290 -35%
HWMG
539
Hurlow Wealth Management Group
Indiana
$1.82M -$10.8K -477 -0.6%
SWM
540
SeaCrest Wealth Management
New York
$1.81M -$4K -177 -0.2%
VCM
541
Vision Capital Management
Oregon
$1.8M -$67.6K -2,988 -4%
WCM
542
Weaver Capital Management
Georgia
$1.8M -$46.8K -2,070 -3%
CSI
543
Cross Staff Investments
New York
$1.79M +$2.31K +102 +0.1%
AFA
544
American Financial Advisors
Georgia
$1.79M +$212K +9,375 +13%
JWA
545
JFS Wealth Advisors
Pennsylvania
$1.78M -$46.7K -2,064 -3%
NCM
546
Novare Capital Management
North Carolina
$1.78M +$2.38K +105 +0.1%
CA
547
CGN Advisors
Kansas
$1.77M +$28.7K +1,269 +2%
GC
548
Garde Capital
Washington
$1.77M -$554K -24,495 -24%
WA
549
Win Advisors
Florida
$1.77M +$1.77M +78,147 New
Brown Advisory
550
Brown Advisory
Maryland
$1.75M +$424K +18,765 +32%
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