SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,212 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, 383 increasing their positions, 477 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
17.63%
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
383
Reduced
477
Closed
52
Calls
$1.57M
Puts
$218K
Net Calls
+$1.35M
Net Calls Change
-$1.07M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.58B
2
US Bancorp
2
US Bancorp
Minnesota
$920M
3
KOC
3
Koss-Olinger Consulting
Florida
$206M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$126M
5
AT
5
American Trust
Kentucky
$81.4M

Top Sellers

1
CWM
1
Campbell Wealth Management
Virginia
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$431M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$64.3M
4
FMP
4
Financial Management Professionals
Texas
$180K
5
BHB
5
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
51
Fund Evaluation Group
Ohio
$65.8M -$810K -37,827 -1%
IWC
52
Integrated Wealth Concepts
Massachusetts
$64.3M -$30.7M -1,433,910 -32%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$64M +$134K +6,237 +0.2%
Betterment LLC
54
Betterment LLC
New York
$63.8M +$48.6M +2,267,868 +319%
AWM
55
Adams Wealth Management
Utah
$60.9M -$320K -14,931 -0.5%
CI
56
CacheTech Inc
Utah
$60.9M +$60.9M +2,844,639 New
SFA
57
Sequoia Financial Advisors
Ohio
$57.3M -$7.15M -333,984 -11%
BFG
58
Berger Financial Group
Minnesota
$55.8M -$5.14M -239,811 -8%
OIA
59
OneDigital Investment Advisors
Kansas
$55.7M +$46.8M +2,184,744 +526%
CL
60
Choreo LLC
Illinois
$55.4M -$918K -42,735 -2%
SC
61
Savant Capital
Illinois
$55.2M -$959K -44,781 -2%
LWMT
62
Legacy Wealth Management (Tennessee)
Tennessee
$51.3M -$713K -33,282 -1%
JIP
63
Jaffetilchin Investment Partners
Florida
$50.6M +$2.63K +123 +0%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$50.2M +$5.68M +265,401 +13%
ACA
65
Aptus Capital Advisors
Alabama
$50M +$2.28M +106,272 +5%
VNA
66
Valley National Advisers
Pennsylvania
$49.8M +$486K +22,674 +1%
GWANC
67
Guardian Wealth Advisors (North Carolina)
North Carolina
$48.9M +$1.54M +71,982 +3%
UCFA
68
United Capital Financial Advisors
Texas
$48.8M -$3.52M -164,400 -7%
AWMG
69
Alliance Wealth Management Group
New Jersey
$48.5M -$1.39M -64,809 -3%
TCM
70
Towercrest Capital Management
Pennsylvania
$48.5M -$1.39M -64,809 -3%
NC
71
NewSquare Capital
Pennsylvania
$48M +$1.91M +91,404 +4%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$46.8M +$5.09M +237,756 +12%
AWM
73
Apollon Wealth Management
South Carolina
$46.2M -$5.98M -279,180 -11%
BMM
74
Buffington Mohr McNeal
Idaho
$44.5M +$142K +6,630 +0.3%
HI
75
Harbour Investments
Wisconsin
$44.1M +$647K +30,204 +1%
1 2
3
4 5