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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
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 %
LA
726
Lifeworks Advisors
Michigan
$675K +$675K +31,524 New
MG
727
Mather Group
Illinois
$670K +$107K +5,193 +19%
ATI
728
ARK & TLK Investments
Oklahoma
$664K -$386 -18 -0.1%
LRPA
729
L. Roy Papp & Associates
Arizona
$651K -$151K -7,068 -19%
AG
730
Ascent Group
Virginia
$651K -$17.5K -816 -3%
APW
731
Austin Private Wealth
Texas
$650K +$108K +5,061 +20%
Vanguard Group
732
Vanguard Group
Pennsylvania
$649K +$39.3K +1,833 +6%
TWM
733
Tanglewood Wealth Management
Texas
$649K -$66.9K -3,123 -9%
RIA
734
Regal Investment Advisors
Michigan
$644K +$90.3K +4,218 +16%
SAM
735
Smartleaf Asset Management
Massachusetts
$643K – – –
RIM
736
Rockbridge Investment Management
New York
$640K +$22.7K +1,062 +4%
TA
737
TrueWealth Advisors
Alabama
$637K +$170K +7,929 +36%
QC
738
Quadrature Capital
United Kingdom
$636K +$213K +9,924 +50%
SSWM
739
Smith Salley Wealth Management
North Carolina
$636K +$111K +5,160 +21%
BFC
740
Bedel Financial Consulting
Indiana
$635K -$48.7K -2,274 -7%
SOS
741
Silver Oak Securities
Tennessee
$632K +$2.25K +105 +0.4%
OC
742
Oarsman Capital
Wisconsin
$623K -$205K -9,570 -25%
CFG
743
Citizens Financial Group
Rhode Island
$621K +$383K +17,871 +162%
TNA
744
True North Advisors
Texas
$620K -$84.4K -3,942 -12%
QCM
745
QRG Capital Management
Illinois
$615K -$13.8K -645 -2%
MAV
746
Mason & Associates (Virginia)
Virginia
$612K +$612K +28,581 New
CIA
747
Covington Investment Advisors
Pennsylvania
$612K +$34.5K +1,611 +6%
WFA
748
WestHill Financial Advisors
California
$608K – – –
FTC
749
Farmers Trust Company
Ohio
$604K +$151K +7,032 +33%
CCWM
750
Cassaday & Co Wealth Management
Virginia
$603K -$33.5K -1,563 -5%
28 29
30
31 32