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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 %
PFA
601
Petra Financial Advisors
Colorado
$1.41M -$17.4K -768 -1%
FWCM
602
Ferguson Wellman Capital Management
Oregon
$1.4M +$77.2K +3,414 +6%
JJBC
603
James J. Burns & Company
New York
$1.39M -$12K -531 -0.9%
PA
604
Pinnacle Associates
New York
$1.39M +$69.3K +3,684 +5%
CA
605
CWC Advisors
Oregon
$1.38M +$1.38M +61,122 New
IF
606
Ironwood Financial
Arizona
$1.37M -$22.1K -978 -2%
HI
607
Human Investing
Oregon
$1.35M -$241K -10,635 -15%
PAS
608
Park Avenue Securities
New York
$1.35M +$101K +4,443 +8%
CAL
609
Capital Analysts LLC
Pennsylvania
$1.35M +$832K +36,804 +160%
TFP
610
Tilia Fiduciary Partners
North Carolina
$1.32M +$54.4K +2,406 +4%
SIMG
611
Sonora Investment Management Group
Arizona
$1.31M +$294K +12,999 +29%
EA
612
Evolution Advisers
Virginia
$1.31M – – –
BFS
613
Bradley Foster & Sargent
Connecticut
$1.3M -$163K -7,224 -11%
TC
614
Tenret Company
Florida
$1.3M – – –
AIMC
615
Alley Investment Management Company
Illinois
$1.3M -$26.1K -1,155 -2%
CCM
616
Colorado Capital Management
Colorado
$1.29M +$3.12K +138 +0.2%
EW
617
Evoke Wealth
California
$1.29M +$1.29M +57,036 New
UIA
618
Ulland Investment Advisors
Minnesota
$1.28M -$71.7K -3,171 -5%
TYCC
619
Texas Yale Capital Corp
Florida
$1.27M – – –
KeyBank National Association
620
KeyBank National Association
Ohio
$1.25M +$5.5K +243 +0.4%
P
621
&Partners
Tennessee
$1.24M +$530K +23,589 +74%
TCA
622
Transcend Capital Advisors
New Jersey
$1.21M -$64.6K -2,856 -5%
Russell Investments Group
623
Russell Investments Group
United Kingdom
$1.21M -$55K -2,433 -4%
EFG
624
Everhart Financial Group
Ohio
$1.2M -$5.84K -258 -0.5%
DB
625
Dravo Bay
Delaware
$1.2M -$32.1M -1,419,699 -96%
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