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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 %
BPWM
551
Badgley Phelps Wealth Managers
Washington
$1.52M -$22.6K -1,050 -1%
MS
552
Madden Securities
Texas
$1.51M +$259K +12,087 +21%
EAM
553
Evanson Asset Management
California
$1.51M – – –
HI
554
Human Investing
Oregon
$1.51M -$58.3K -2,724 -4%
PA
555
Pinnacle Associates
New York
$1.5M -$85.7K -4,002 -5%
IWM
556
IHT Wealth Management
Illinois
$1.5M +$117K +5,469 +8%
HC
557
Hamilton Capital
Ohio
$1.5M -$30.3K -1,413 -2%
Comerica Bank
558
Comerica Bank
Texas
$1.5M +$56.9K +2,658 +4%
AFA
559
American Financial Advisors
Georgia
$1.5M +$43.4K +2,028 +3%
CCFM
560
Clear Creek Financial Management
Washington
$1.49M – – –
CC
561
Callan Capital
California
$1.49M -$386 -18 -0%
GA
562
Geller Advisors
New York
$1.48M -$26.9K -1,254 -2%
OFS
563
Oldfather Financial Services
Nebraska
$1.47M -$33K -1,542 -2%
EFS
564
Econ Financial Services
Pennsylvania
$1.47M -$1.38M -64,440 -48%
JWCA
565
J.W. Cole Advisors
Florida
$1.46M +$355K +16,572 +32%
APG
566
Abacus Planning Group
South Carolina
$1.45M +$3.98K +186 +0.3%
WIM
567
Warwick Investment Management
Texas
$1.45M +$1.45M +67,668 New
JFG
568
Jefferies Financial Group
New York
$1.44M – – –
CFD
569
Creative Financial Designs
Indiana
$1.43M +$67.9K +3,171 +5%
WAG
570
Wiser Advisor Group
Arizona
$1.43M -$1.16K -54 -0.1%
CTWM
571
Cherry Tree Wealth Management
Minnesota
$1.43M +$321 +15 +0%
IFS
572
Ifrah Financial Services
Arkansas
$1.42M -$5.14K -240 -0.4%
CAL
573
Capital Advisors Ltd
Ohio
$1.41M – – –
AP
574
Adero Partners
California
$1.41M -$18.1K -843 -1%
SA
575
SpiderRock Advisors
Delaware
$1.41M -$386 -18 -0%
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