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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 %
CIC
626
Cutler Investment Counsel
Oregon
$1.2M +$746 +33 +0.1%
FAG
627
Fortitude Advisory Group
Washington
$1.2M -$9.64K -426 -0.8%
CAM
628
Carret Asset Management
New York
$1.19M +$16.1K +714 +1%
APW
629
Aurora Private Wealth
New Jersey
$1.19M -$45.5K -2,010 -4%
SSW
630
Stone Summit Wealth
Florida
$1.18M -$17.6K -780 -1%
EFS
631
Econ Financial Services
Pennsylvania
$1.17M -$384K -16,959 -25%
AWM
632
Ariadne Wealth Management
California
$1.17M +$1.17M +148,446 New
CFG
633
Citizens Financial Group
Rhode Island
$1.16M +$510K +22,530 +78%
WCM
634
Wealthcare Capital Management
Virginia
$1.14M -$963K -42,585 -46%
VPA
635
Vernal Point Advisors
California
$1.13M – – –
LIA
636
Lynx Investment Advisory
District of Columbia
$1.12M +$38K +1,680 +4%
JF
637
Joule Financial
Kentucky
$1.12M -$143K -6,303 -11%
CAG
638
Compass Advisory Group
New York
$1.12M +$1.02K +45 +0.1%
CCA
639
Clarity Capital Advisors
Florida
$1.12M +$6.99K +309 +0.6%
FPCG
640
Fort Pitt Capital Group
Pennsylvania
$1.11M +$169K +7,467 +18%
SSWM
641
Smith Salley Wealth Management
North Carolina
$1.11M +$434K +19,182 +65%
GG
642
GenWealth Group
New Jersey
$1.1M -$271 -12 -0%
MCWS
643
McKinley Carter Wealth Services
West Virginia
$1.1M +$79.7K +3,522 +8%
FWI
644
Facet Wealth Inc
Maryland
$1.09M +$758K +100,731 +230%
TCM
645
Twele Capital Management
Minnesota
$1.08M -$10.7K -471 -1%
PEA
646
Park Edge Advisors
Ohio
$1.08M -$25.8K -1,140 -2%
Thrivent Financial for Lutherans
647
Thrivent Financial for Lutherans
Minnesota
$1.08M -$28.6M -1,263,033 -96%
CAM
648
Cozad Asset Management
Illinois
$1.07M -$49.1K -2,172 -4%
AMIM
649
Aull & Monroe Investment Management
Alabama
$1.07M -$87.2K -3,855 -8%
CA
650
Crewe Advisors
Utah
$1.06M +$1.56K +69 +0.1%
24 25
26
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