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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 %
FCM
626
Firestone Capital Management
Florida
$1.08M +$25.5K +1,191 +2%
ANTB
627
AMG National Trust Bank
Colorado
$1.08M – – –
VPA
628
Vernal Point Advisors
California
$1.07M – – –
CAM
629
Cozad Asset Management
Illinois
$1.06M – – –
CAG
630
Compass Advisory Group
New York
$1.06M -$5.22K -243 -0.5%
SL
631
Sentinus LLC
Illinois
$1.06M +$1.06M +49,449 New
PEA
632
Park Edge Advisors
Ohio
$1.05M -$203K -9,486 -16%
CCA
633
Clarity Capital Advisors
Florida
$1.05M – – –
GG
634
GenWealth Group
New Jersey
$1.04M -$25.5K -1,191 -2%
AIA
635
Alternative Investment Advisors
Florida
$1.04M -$85K -3,969 -8%
TCM
636
Twele Capital Management
Minnesota
$1.04M -$42K -1,959 -4%
Fisher Asset Management
637
Fisher Asset Management
Washington
$1.03M +$397K +18,558 +63%
CFG
638
Cooper Financial Group
California
$1.03M +$67K +3,129 +7%
BWA
639
Beam Wealth Advisors
Louisiana
$1.03M +$132K +6,180 +15%
VVP
640
Venture Visionary Partners
Ohio
$1.03M -$386 -18 -0%
LIA
641
Lynx Investment Advisory
District of Columbia
$1.02M +$1.02M +47,829 New
BL
642
BFSG LLC
California
$1.01M -$10.2K -474 -1%
IA
643
IFG Advisory
Georgia
$1.01M -$6.43K -300 -0.6%
Renaissance Technologies
644
Renaissance Technologies
New York
$1.01M +$1.01M +47,100 New
CA
645
Crewe Advisors
Utah
$998K +$1.99K +93 +0.2%
SHA
646
Seneca House Advisors
Virginia
$989K +$18.9K +882 +2%
EK
647
Evensky & Katz
Florida
$968K -$38.9K -1,815 -4%
MCWS
648
McKinley Carter Wealth Services
West Virginia
$963K -$58.1K -2,715 -6%
KIA
649
KCM Investment Advisors
California
$962K – – –
RDFA
650
Ritter Daniher Financial Advisory
Ohio
$951K -$5.2K -243 -0.5%
24 25
26
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