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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 %
SMC
751
Smith, Moore & Co
Missouri
$596K – – –
CIA
752
Capital Investment Advisors
Georgia
$596K +$4.82K +225 +0.8%
FCB
753
First County Bank
Connecticut
$593K -$20K -936 -3%
AR
754
Apeiron RIA
Texas
$592K -$68.6K -3,204 -10%
BWM
755
BlackDiamond Wealth Management
New York
$588K -$17K -813 -3%
GF
756
Gries Financial
Ohio
$586K – – –
GI
757
GS Investments
Minnesota
$585K – – –
YAL
758
Your Advocates Ltd
Texas
$584K -$155K -7,239 -21%
KA
759
Klingman & Associates
New York
$577K – – –
CWM
760
Chesapeake Wealth Management
Virginia
$576K – – –
AWA
761
Aaron Wealth Advisors
Illinois
$575K – – –
GIA
762
GHP Investment Advisors
Colorado
$574K -$12.3K -576 -2%
CFP
763
Catalyst Financial Partners
Massachusetts
$574K – – –
SF
764
Safeguard Financial
Wisconsin
$570K +$707 +33 +0.1%
MIM
765
Moseley Investment Management
Florida
$569K -$2.06K -96 -0.4%
BHWM
766
Beaird Harris Wealth Management
Texas
$566K – – –
HIC
767
Hartline Investment Corp
Illinois
$565K +$335K +15,651 +146%
EFA
768
Evernest Financial Advisors
Indiana
$562K – – –
HIM
769
Harbour Investment Management
Washington
$559K – – –
JFG
770
JDM Financial Group
Texas
$555K – – –
FFS
771
Founders Financial Securities
Maryland
$552K +$552K +25,776 New
GWM
772
GSB Wealth Management
Connecticut
$551K +$4.69K +219 +0.9%
NB
773
NBT Bank
New York
$547K -$164K -7,662 -23%
AWM
774
Accurate Wealth Management
Florida
$544K +$28.9K +1,308 +6%
VPP
775
Vertex Planning Partners
Illinois
$536K – – –
29 30
31
32 33