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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,241 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, 449 reducing their positions, and 63 closing their positions.

Holders
1,241
Holders Change
+29
Holders Change %
+2.39%
% of All Funds
17.95%
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
449
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.4B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$579M
3
CWM
3
Campbell Wealth Management
Virginia
$347M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$314M
5
SA
5
Scarborough Advisors
Maryland
$107M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$382M
3
DB
3
Dravo Bay
Delaware
$1.2M
4
TCM
4
Tradewinds Capital Management
Washington
$4.19M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
51
Wealthspire Advisors (New York)
New York
$70.4M -$1.17M -51,930 -2%
IWC
52
Integrated Wealth Concepts
Massachusetts
$69.1M +$1.15M +50,877 +2%
FEG
53
Fund Evaluation Group
Ohio
$68.5M -$986K -43,575 -1%
MWP
54
Meridian Wealth Partners
Pennsylvania
$67.4M -$3.69M -163,143 -5%
AWM
55
Adams Wealth Management
Utah
$65.1M +$736K +32,529 +1%
CI
56
CacheTech Inc
Utah
$65.1M +$736K +32,529 +1%
AT
57
American Trust
Kentucky
$63.5M -$22.5M -995,607 -26%
BFG
58
Berger Financial Group
Minnesota
$60.6M +$1.73M +76,290 +3%
LFG
59
Leverty Financial Group
Wisconsin
$59.4M +$22M +971,601 +59%
SFA
60
Sequoia Financial Advisors
Ohio
$59.3M -$1.26M -55,668 -2%
SC
61
Savant Capital
Illinois
$57.6M -$634K -28,026 -1%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$56.1M +$6.69M +295,686 +14%
JIP
63
Jaffetilchin Investment Partners
Florida
$55.6M +$2.2M +97,110 +4%
OIA
64
OneDigital Investment Advisors
Kansas
$54.5M -$4.33M -191,592 -7%
CL
65
Choreo LLC
Illinois
$54.3M -$3.5M -156,153 -6%
CAAM
66
Cornerstone Advisors Asset Management
Pennsylvania
$53.9M +$11M +487,962 +26%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$53.4M +$354K +15,642 +0.7%
GWANC
68
Guardian Wealth Advisors (North Carolina)
North Carolina
$53M +$1.37M +60,606 +3%
LWMT
69
Legacy Wealth Management (Tennessee)
Tennessee
$52.7M -$1.39M -61,674 -3%
NC
70
NewSquare Capital
Pennsylvania
$51.6M +$887K +40,167 +2%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$51.2M -$23.6M -1,044,642 -32%
TCM
72
Towercrest Capital Management
Pennsylvania
$51.2M +$67.5K +2,985 +0.1%
AWMG
73
Alliance Wealth Management Group
New Jersey
$51.2M +$67.5K +2,985 +0.1%
AWM
74
Apollon Wealth Management
South Carolina
$50.3M +$1.56M +68,889 +3%
UCFA
75
United Capital Financial Advisors
Texas
$49.4M -$2.14M -94,569 -4%
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