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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 %
BFG
551
Bouchey Financial Group
New York
$1.74M – – –
SP
552
Successful Portfolios
Florida
$1.74M +$43.7K +1,932 +3%
TIAA Trust, National Association
553
TIAA Trust, National Association
North Carolina
$1.74M -$77.6K -3,429 -4%
PSCM
554
Per Stirling Capital Management
Texas
$1.74M – – –
RPGK
555
Retirement Planning Group (Kansas)
Kansas
$1.73M +$445K +19,683 +35%
AG
556
AlTi Global
New York
$1.72M +$9.09K +402 +0.5%
BIM
557
Breakwater Investment Management
Washington
$1.69M +$22.4K +990 +1%
WP
558
WMS Partners
Maryland
$1.69M +$1.39M +61,254 +453%
CMAI
559
Capital Management Associates Inc
Minnesota
$1.69M +$1.69M +74,715 New
MSG
560
Main Street Group
Virginia
$1.69M -$2.1K -93 -0.1%
AIM
561
Aspen Investment Management
Michigan
$1.64M +$12.9K +570 +0.8%
CCFM
562
Clear Creek Financial Management
Washington
$1.64M +$66.9K +2,958 +4%
PFA
563
Pinnacle Family Advisors
Missouri
$1.64M -$98.7K -4,362 -6%
AAS
564
Ameritas Advisory Services
Nebraska
$1.61M -$4.14K -183 -0.3%
MS
565
Madden Securities
Texas
$1.6M +$6.17K +273 +0.4%
GS
566
GTS Securities
New York
$1.6M -$1.06M -46,995 -40%
Jane Street
567
Jane Street
New York
$1.59M -$2.1M -92,748 -57%
CC
568
Callan Capital
California
$1.58M +$3.39K +150 +0.2%
FG
569
Foster Group
Iowa
$1.58M -$130K -5,754 -8%
SOS
570
Silver Oak Securities
Tennessee
$1.57M +$908K +40,305 +136%
CFD
571
Creative Financial Designs
Indiana
$1.57M +$63.6K +2,811 +4%
HC
572
Hamilton Capital
Ohio
$1.56M +$1.04M +139,086 +199%
OFS
573
Oldfather Financial Services
Nebraska
$1.55M +$3.6K +159 +0.2%
Comerica Bank
574
Comerica Bank
Texas
$1.55M -$31.4K -1,389 -2%
ANTB
575
AMG National Trust Bank
Colorado
$1.55M +$411K +18,153 +36%
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