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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 %
IA
651
IFG Advisory
Georgia
$1.05M -$12.7K -561 -1%
EFG
652
Elios Financial Group
Ohio
$1.05M +$1.05M +46,476 New
CA
653
CoreCap Advisors
Michigan
$1.05M +$1.05M +46,383 New
BL
654
BFSG LLC
California
$1.04M -$27.8K -1,230 -3%
CIA
655
Capital Investment Advisors
Georgia
$1.04M +$412K +18,204 +65%
KIA
656
KCM Investment Advisors
California
$1.04M +$19.7K +873 +2%
SHA
657
Seneca House Advisors
Virginia
$1.03M -$11.9K -525 -1%
FCM
658
Firestone Capital Management
Florida
$1.02M -$121K -5,337 -11%
BWA
659
Beam Wealth Advisors
Louisiana
$1.02M -$68.9K -3,048 -6%
AIA
660
Alternative Investment Advisors
Florida
$1.01M -$89.2K -3,942 -8%
HWA
661
HHM Wealth Advisors
Tennessee
$1.01M +$8.14K +360 +0.8%
ACM
662
Armbruster Capital Management
New York
$996K +$601K +26,571 +152%
RDFA
663
Ritter Daniher Financial Advisory
Ohio
$994K -$9.97K -441 -1%
SC
664
Slow Capital
California
$983K -$11.8K -522 -1%
VBFG
665
Vishria Bird Financial Group
Tennessee
$980K +$581K +25,704 +146%
HCP
666
Hardin Capital Partners
South Carolina
$971K -$7.05K -312 -0.7%
PPP
667
Private Portfolio Partners
New Jersey
$958K +$958K +42,348 New
EK
668
Evensky & Katz
Florida
$954K -$68.4K -3,024 -7%
CA
669
Claro Advisors
Massachusetts
$952K +$42.2K +1,866 +5%
WFS
670
Walker Financial Services
Kentucky
$944K +$10.8K +477 +1%
NFW
671
Noble Family Wealth
Florida
$944K – – –
AWM
672
AE Wealth Management
Kansas
$940K -$251K -11,115 -21%
BAM
673
Belpointe Asset Management
Nevada
$939K +$202K +8,940 +27%
Vanguard Group
674
Vanguard Group
Pennsylvania
$939K +$253K +11,205 +37%
JCM
675
Jacobsen Capital Management
Utah
$938K -$14.9K -657 -2%
25 26
27
28 29