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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 %
APP
726
Avantax Planning Partners
Iowa
$738K -$2.17M -96,093 -75%
BA
727
Bridgewater Advisors
New York
$737K +$457K +59,742 +164%
CIC
728
Carnegie Investment Counsel
Ohio
$728K -$39K -1,725 -5%
SFS
729
Security Financial Services
Indiana
$728K – – –
AR
730
Apeiron RIA
Texas
$727K +$102K +4,512 +16%
CWA
731
CM Wealth Advisors
Ohio
$727K – – –
WPW
732
Watershed Private Wealth
Illinois
$725K – – –
Citadel Advisors
733
Citadel Advisors
Florida
$723K -$6.03M -266,700 -89%
CWM
734
Chesapeake Wealth Management
Virginia
$721K +$112K +4,950 +18%
QCM
735
QRG Capital Management
Illinois
$720K +$70.4K +3,111 +11%
RW
736
Rede Wealth
Virginia
$719K – – –
PWA
737
Pillar Wealth Advisors
Pennsylvania
$717K -$11M -488,241 -94%
PMFA
738
Plante Moran Financial Advisors
Michigan
$714K +$247K +10,929 +53%
VCWA
739
Vanguard Capital Wealth Advisors
Colorado
$713K +$336K +14,868 +89%
CCM
740
Carlson Capital Management
Minnesota
$710K -$37.5K -1,659 -5%
CP
741
Capital Planning
Washington
$705K -$138K -6,114 -16%
RIA
742
Regal Investment Advisors
Michigan
$703K +$22.7K +1,002 +3%
CIA
743
Covington Investment Advisors
Pennsylvania
$700K +$53K +2,343 +8%
ATI
744
ARK & TLK Investments
Oklahoma
$697K -$3.73K -165 -0.5%
AG
745
Ascent Group
Virginia
$692K +$3.87K +171 +0.6%
WPC
746
Wedmont Private Capital
Pennsylvania
$690K -$2.51M -112,056 -78%
LRPA
747
L. Roy Papp & Associates
Arizona
$688K – – –
FPAS
748
Focus Partners Advisor Solutions
Missouri
$683K -$47.2K -2,085 -6%
FBB
749
Fulton Breakefield Broenniman
Maryland
$678K -$146K -6,450 -18%
TWM
750
Tanglewood Wealth Management
Texas
$677K -$8.35K -369 -1%
28 29
30
31 32