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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 %
HF
601
HRT Financial
New York
$1.24M +$279K +13,023 +29%
EA
602
Evolution Advisers
Virginia
$1.24M -$116K -5,406 -9%
TC
603
Tenret Company
Florida
$1.23M – – –
Natixis Advisors
604
Natixis Advisors
Massachusetts
$1.22M +$260K +12,162 +27%
CCM
605
Colorado Capital Management
Colorado
$1.22M -$316K -14,775 -21%
C
606
Certuity
Florida
$1.22M -$1.74K -81 -0.1%
RPGK
607
Retirement Planning Group (Kansas)
Kansas
$1.22M +$243K +11,355 +25%
TCA
608
Transcend Capital Advisors
New Jersey
$1.21M -$27.1K -1,266 -2%
TYCC
609
Texas Yale Capital Corp
Florida
$1.2M – – –
AAS
610
Asset Allocation Strategies
Michigan
$1.2M +$1.2M +56,091 New
Russell Investments Group
611
Russell Investments Group
United Kingdom
$1.2M +$1.2M +55,824 +46,520%
JF
612
Joule Financial
Kentucky
$1.2M -$16.9K -786 -1%
TFP
613
Tilia Fiduciary Partners
North Carolina
$1.2M +$16.9K +789 +1%
FMWA
614
Forvis Mazars Wealth Advisors
Missouri
$1.19M -$18.3K -855 -2%
PAS
615
Park Avenue Securities
New York
$1.19M +$37.3K +1,743 +3%
KeyBank National Association
616
KeyBank National Association
Ohio
$1.18M – – –
APW
617
Aurora Private Wealth
New Jersey
$1.17M +$18.1K +846 +2%
EFG
618
Everhart Financial Group
Ohio
$1.15M -$10.2K -474 -0.9%
FAG
619
Fortitude Advisory Group
Washington
$1.14M -$54.5K -2,544 -5%
CIC
620
Cutler Investment Counsel
Oregon
$1.14M +$322 +15 +0%
MA
621
MONECO Advisors
Connecticut
$1.14M -$182K -8,487 -14%
SSW
622
Stone Summit Wealth
Florida
$1.13M -$4.18K -195 -0.4%
AWM
623
AE Wealth Management
Kansas
$1.13M +$72.6K +3,390 +7%
CAM
624
Carret Asset Management
New York
$1.11M +$1.99K +93 +0.2%
AMIM
625
Aull & Monroe Investment Management
Alabama
$1.09M +$71.3K +3,330 +7%
23 24
25
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