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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 %
VFG
701
Victory Financial Group
Texas
$753K +$753K +35,145 New
KWS
702
Keystone Wealth Services
California
$743K +$3.08K +144 +0.4%
FFA
703
Fragasso Financial Advisors
Pennsylvania
$739K -$5.2K -243 -0.7%
EWA
704
EverSource Wealth Advisors
Alabama
$736K +$64.6K +2,976 +10%
TWA
705
Trellis Wealth Advisors
California
$731K – – –
XF
706
XML Financial
Maryland
$730K – – –
CFP
707
Cypress Financial Planning
New Jersey
$729K +$92.4K +4,314 +15%
CIC
708
Carnegie Investment Counsel
Ohio
$727K +$1.16K +54 +0.2%
HGWM
709
Horst & Graben Wealth Management
Oregon
$725K +$224K +10,464 +45%
IIC
710
Ironwood Investment Counsel
Arizona
$724K – – –
RIS
711
Retirement Income Solutions
Michigan
$716K -$67.3K -3,144 -9%
CFP
712
Cascade Financial Partners
California
$714K -$41.2K -1,923 -5%
FFO
713
Fiduciary Family Office
Florida
$711K – – –
CCM
714
Carlson Capital Management
Minnesota
$708K -$365K -17,052 -34%
PFBT
715
Parkside Financial Bank & Trust
Missouri
$704K – – –
CIA
716
Cape Investment Advisory
Georgia
$703K -$6.23K -291 -0.9%
BAM
717
Belpointe Asset Management
Nevada
$698K +$698K +32,571 New
DWA
718
Delap Wealth Advisory
Oregon
$692K +$692K +32,334 New
FPAS
719
Focus Partners Advisor Solutions
Missouri
$691K -$16.3K -759 -2%
CWA
720
CM Wealth Advisors
Ohio
$690K -$34.2K -1,593 -5%
SFS
721
Security Financial Services
Indiana
$689K – – –
WPW
722
Watershed Private Wealth
Illinois
$687K – – –
RW
723
Rede Wealth
Virginia
$681K +$681K +31,782 New
P
724
&Partners
Tennessee
$679K +$230K +10,752 +51%
PO
725
Private Ocean
California
$677K +$502K +23,439 +287%
27 28
29
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