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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 %
JFG
576
Jefferies Financial Group
New York
$1.53M +$14.7K +651 +1%
WIM
577
Warwick Investment Management
Texas
$1.53M – – –
WAG
578
Wiser Advisor Group
Arizona
$1.53M +$19.3K +852 +1%
PFA
579
Plotkin Financial Advisors
Maryland
$1.52M +$92.2K +4,077 +6%
KWM
580
Kingsview Wealth Management
Oregon
$1.52M +$41.2K +1,821 +3%
EAM
581
Everstar Asset Management
North Carolina
$1.51M +$1.51M +66,870 New
SA
582
SpiderRock Advisors
Delaware
$1.51M +$23.7K +1,050 +2%
BPWM
583
Badgley Phelps Wealth Managers
Washington
$1.51M -$89.4K -3,954 -6%
APG
584
Abacus Planning Group
South Carolina
$1.49M -$43K -1,902 -3%
CAL
585
Capital Advisors Ltd
Ohio
$1.49M – – –
AP
586
Adero Partners
California
$1.49M +$407 +18 +0%
PCM
587
Pennsylvania Capital Management
Pennsylvania
$1.49M +$107K +4,716 +8%
EAM
588
Evanson Asset Management
California
$1.48M -$114K -5,034 -7%
IFS
589
Ifrah Financial Services
Arkansas
$1.48M -$13.9K -615 -0.9%
GA
590
Geller Advisors
New York
$1.47M -$91.2K -4,032 -6%
PIP
591
Peachtree Investment Partners
Florida
$1.46M +$34.1K +1,509 +2%
SSB
592
Sandy Spring Bank
Maryland
$1.45M +$68 +3 +0%
JWCA
593
J.W. Cole Advisors
Florida
$1.45M -$90K -3,978 -6%
RDIA
594
RE Dickinson Investment Advisors
Iowa
$1.45M -$28.4K -1,257 -2%
CTWM
595
Cherry Tree Wealth Management
Minnesota
$1.44M -$65.1K -2,880 -4%
CCG
596
Chatham Capital Group
Georgia
$1.44M – – –
ICM
597
Intrepid Capital Management
Florida
$1.43M +$204 +9 +0%
CFG
598
Cooper Financial Group
California
$1.42M +$331K +14,640 +30%
FM
599
Family Management
New York
$1.42M -$2.71K -120 -0.2%
GVAG
600
Great Valley Advisor Group
Delaware
$1.42M -$65.8K -2,910 -4%
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