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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
701
Oxford Financial Group
Indiana
$807K – – –
SAM
702
Summit Asset Management
Tennessee
$802K – – –
FMWA
703
Forvis Mazars Wealth Advisors
Missouri
$802K -$460K -20,337 -36%
KJWM
704
Kiley Juergens Wealth Management
Washington
$801K +$2.58K +114 +0.3%
OP
705
ORG Partners
Indiana
$798K -$61.4K -2,715 -7%
LIM
706
Lathrop Investment Management
Arkansas
$797K +$383K +16,926 +92%
WFA
707
Wade Financial Advisory
California
$796K – – –
RA
708
RFG Advisory
Alabama
$795K -$60.5K -2,673 -7%
GKWIM
709
Gerber Kawasaki Wealth & Investment Management
California
$794K -$1.7K -75 -0.2%
KWS
710
Keystone Wealth Services
California
$787K +$2.1K +93 +0.3%
VVP
711
Venture Visionary Partners
Ohio
$782K -$300K -13,278 -28%
XF
712
XML Financial
Maryland
$773K +$1.76K +78 +0.2%
TWA
713
Trellis Wealth Advisors
California
$772K – – –
CFP
714
Cypress Financial Planning
New Jersey
$771K +$1.15K +51 +0.1%
HGWM
715
Horst & Graben Wealth Management
Oregon
$766K – – –
IIC
716
Ironwood Investment Counsel
Arizona
$765K +$882 +39 +0.1%
FTUS
717
Flow Traders U.S.
New York
$760K +$760K +33,597 New
RIS
718
Retirement Income Solutions
Michigan
$756K – – –
FFA
719
Fragasso Financial Advisors
Pennsylvania
$752K -$27.7K -1,224 -4%
FFO
720
Fiduciary Family Office
Florida
$750K – – –
APW
721
Austin Private Wealth
Texas
$748K +$62.4K +2,757 +9%
PFBT
722
Parkside Financial Bank & Trust
Missouri
$746K +$2.58K +114 +0.3%
CFP
723
Cascade Financial Partners
California
$746K +$490K +63,894 +192%
CIA
724
Cape Investment Advisory
Georgia
$744K +$1.63K +72 +0.2%
SA
725
Stewardship Advisors
Pennsylvania
$741K +$741K +32,742 New
27 28
29
30 31