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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 %
GVAG
576
Great Valley Advisor Group
Delaware
$1.4M +$39.2K +1,830 +3%
KWM
577
Kingsview Wealth Management
Oregon
$1.4M +$1.61K +75 +0.1%
RDIA
578
RE Dickinson Investment Advisors
Iowa
$1.4M -$83.5K -3,897 -6%
BFS
579
Bradley Foster & Sargent
Connecticut
$1.39M – – –
SSB
580
Sandy Spring Bank
Maryland
$1.38M +$5.91K +276 +0.4%
FAM
581
Formidable Asset Management
Ohio
$1.37M +$1.13M +52,668 +468%
CCG
582
Chatham Capital Group
Georgia
$1.36M – – –
ICM
583
Intrepid Capital Management
Florida
$1.36M -$21.8K -1,017 -2%
PFA
584
Plotkin Financial Advisors
Maryland
$1.35M +$215K +10,020 +19%
Tudor Investment Corp
585
Tudor Investment Corp
Connecticut
$1.35M +$1.35M +63,201 New
PS
586
Principal Securities
Iowa
$1.35M -$40.8K -1,905 -3%
PIP
587
Peachtree Investment Partners
Florida
$1.35M +$750K +35,043 +125%
PCM
588
Parsons Capital Management
Rhode Island
$1.35M +$523K +24,420 +63%
PFA
589
Petra Financial Advisors
Colorado
$1.35M -$547K -25,548 -29%
FM
590
Family Management
New York
$1.35M -$2.06K -96 -0.2%
JJBC
591
James J. Burns & Company
New York
$1.33M +$583K +27,228 +78%
IF
592
Ironwood Financial
Arizona
$1.32M -$8.29K -387 -0.6%
Millennium Management
593
Millennium Management
New York
$1.32M +$681K +31,812 +107%
PCM
594
Pennsylvania Capital Management
Pennsylvania
$1.31M -$23.8K -1,110 -2%
UIA
595
Ulland Investment Advisors
Minnesota
$1.28M -$45.9K -2,145 -3%
SCM
596
Spreng Capital Management
Ohio
$1.28M -$73.4K -3,426 -5%
MCM
597
Mainstay Capital Management
Michigan
$1.27M -$1.42M -66,108 -53%
FWCM
598
Ferguson Wellman Capital Management
Oregon
$1.25M -$31.2K -1,455 -2%
Brown Advisory
599
Brown Advisory
Maryland
$1.25M -$37.5K -1,752 -3%
AIMC
600
Alley Investment Management Company
Illinois
$1.25M +$5.4K +252 +0.4%
22 23
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