SCHX icon

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 %
HWA
651
HHM Wealth Advisors
Tennessee
$947K -$3.86K -180 -0.4%
SC
652
Slow Capital
California
$945K -$20K -930 -2%
Qube Research & Technologies (QRT)
653
Qube Research & Technologies (QRT)
United Kingdom
$945K +$354K +16,530 +60%
FWI
654
Facet Wealth Inc
Maryland
$937K +$33.4K +1,563 +4%
MCP
655
Mirador Capital Partners
California
$933K +$5.01K +234 +0.5%
LEFP
656
Leading Edge Financial Planning
Tennessee
$933K -$66.5K -3,105 -7%
SIMG
657
Sonora Investment Management Group
Arizona
$928K – – –
HCP
658
Hardin Capital Partners
South Carolina
$926K +$926K +43,257 New
OSAM
659
O'Shaughnessy Asset Management
Connecticut
$916K +$303K +14,166 +49%
PWS
660
Precision Wealth Strategies
Missouri
$913K +$435K +20,331 +91%
JCM
661
Jacobsen Capital Management
Utah
$903K +$514 +24 +0.1%
G
662
Gainplan
Michigan
$896K -$10.9K -510 -1%
AWA
663
Arete Wealth Advisors
Illinois
$895K – – –
NFW
664
Noble Family Wealth
Florida
$894K – – –
FPCG
665
Fort Pitt Capital Group
Pennsylvania
$890K -$50.9K -2,376 -5%
CA
666
Cambridge Advisors
Nebraska
$888K +$129 +6 +0%
OFG
667
Orcam Financial Group
California
$886K – – –
WFS
668
Walker Financial Services
Kentucky
$884K -$30.6K -1,428 -3%
FWA
669
FSM Wealth Advisors
Ohio
$884K – – –
CPA
670
Capital Performance Advisors
California
$877K -$5.65K -264 -0.6%
ECM
671
Evergreen Capital Management
Washington
$871K -$4.19K -195 -0.5%
MIP
672
Marietta Investment Partners
Wisconsin
$867K -$321 -15 -0%
GAM
673
Garrison Asset Management
Arkansas
$864K -$10.3K -480 -1%
CA
674
Claro Advisors
Massachusetts
$861K -$18.8K -879 -2%
OWMIAS
675
One Wealth Management Investment & Advisory Services
Florida
$859K – – –
25 26
27
28 29