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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 %
TW
676
Transform Wealth
Colorado
$851K +$26.6K +1,236 +3%
CA
677
Continuum Advisory
Idaho
$850K +$61.5K +2,871 +8%
REMPR
678
Roof Eidam Maycock Peralta (REMP)
California
$842K – – –
DBIA
679
Dumont & Blake Investment Advisors
New Jersey
$836K +$394K +18,387 +89%
RSWA
680
Robinson Smith Wealth Advisors
Maine
$836K – – –
SWM
681
Spire Wealth Management
Virginia
$832K -$1.39M -64,974 -63%
OP
682
ORG Partners
Indiana
$816K +$816K +37,995 New
Franklin Resources
683
Franklin Resources
California
$816K +$256K +11,973 +46%
LF
684
LifePlan Financial
Minnesota
$812K +$3.41K +159 +0.4%
RA
685
RFG Advisory
Alabama
$810K -$308K -14,382 -28%
SBIA
686
Sheaff Brock Investment Advisors
Indiana
$810K – – –
KPWS
687
Kestra Private Wealth Services
Texas
$803K -$14.5K -678 -2%
CP
688
Capital Planning
Washington
$801K -$898K -41,796 -53%
CICC
689
Capital Investment Counsel (Colorado)
Colorado
$798K -$13.7K -639 -2%
HIG
690
Heritage Investment Group
Florida
$788K – – –
PWM
691
Praetorian Wealth Management
California
$786K – – –
FBB
692
Fulton Breakefield Broenniman
Maryland
$780K -$83.8K -3,915 -10%
FA
693
FF Advisors
California
$775K – – –
BA
694
Bridgewater Advisors
New York
$774K +$774K +36,453 New
BBHC
695
Brown Brothers Harriman & Co
New York
$774K – – –
OFG
696
Oxford Financial Group
Indiana
$764K – – –
SAM
697
Summit Asset Management
Tennessee
$760K -$25.7K -1,200 -3%
KJWM
698
Kiley Juergens Wealth Management
Washington
$756K -$47.3K -2,208 -6%
WFA
699
Wade Financial Advisory
California
$753K – – –
GKWIM
700
Gerber Kawasaki Wealth & Investment Management
California
$753K +$4.69K +219 +0.6%
26 27
28
29 30