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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 %
OFG
676
Orcam Financial Group
California
$936K +$204 +9 +0%
FWA
677
FSM Wealth Advisors
Ohio
$934K +$611 +27 +0.1%
MIP
678
Marietta Investment Partners
Wisconsin
$926K +$11.1K +492 +1%
CPA
679
Capital Performance Advisors
California
$926K – – –
LEFP
680
Leading Edge Financial Planning
Tennessee
$914K -$71.4K -3,159 -7%
CA
681
Cambridge Advisors
Nebraska
$913K -$24.4K -1,080 -3%
GAM
682
Garrison Asset Management
Arkansas
$911K -$1.36K -60 -0.1%
G
683
Gainplan
Michigan
$896K – – –
KPWS
684
Kestra Private Wealth Services
Texas
$895K +$47.2K +2,085 +6%
REMPR
685
Roof Eidam Maycock Peralta (REMP)
California
$889K – – –
RSWA
686
Robinson Smith Wealth Advisors
Maine
$883K – – –
MCP
687
Mirador Capital Partners
California
$882K -$103K -4,557 -10%
CA
688
Continuum Advisory
Idaho
$881K +$570K +72,729 +183%
Susquehanna International Group
689
Susquehanna International Group
Pennsylvania
$855K +$855K +37,806 New
SBIA
690
Sheaff Brock Investment Advisors
Indiana
$855K – – –
FA
691
FF Advisors
California
$835K +$557K +72,420 +200%
PWM
692
Praetorian Wealth Management
California
$830K – – –
TW
693
Transform Wealth
Colorado
$828K -$68.2K -3,015 -8%
LF
694
LifePlan Financial
Minnesota
$827K -$29.8K -1,317 -3%
MA
695
MONECO Advisors
Connecticut
$826K -$375K -16,575 -31%
HIG
696
Heritage Investment Group
Florida
$822K -$10.5K -465 -1%
BBHC
697
Brown Brothers Harriman & Co
New York
$817K – – –
HF
698
HRT Financial
New York
$816K -$492K -21,750 -38%
EWA
699
EverSource Wealth Advisors
Alabama
$815K +$48.9K +2,163 +6%
SWM
700
Spire Wealth Management
Virginia
$812K -$66.5K -2,940 -8%
26 27
28
29 30