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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,213 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, 384 increasing their positions, 477 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
17.64%
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
384
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 %
VPP
776
Vertex Planning Partners
Illinois
$536K – – –
MOS
777
MGO One Seven
Ohio
$535K -$130K -6,048 -19%
RCAG
778
Rehmann Capital Advisory Group
Michigan
$535K -$65.9K -3,075 -11%
MAG
779
Mayfair Advisory Group
Alabama
$531K +$199K +9,000 +60%
NFG
780
Nations Financial Group
Iowa
$528K -$62.2K -2,904 -11%
WN
781
Williams & Novak
California
$526K +$4.31K +201 +0.8%
FMN
782
Financial Management Network
California
$523K +$1.57K +72 +0.3%
OMC
783
Old Mission Capital
Illinois
$521K +$521K +24,306 New
RFA
784
Resurgent Financial Advisors
Georgia
$514K -$8.48K -396 -2%
AA
785
AlphaQ Advisors
Florida
$513K -$87.3K -4,074 -15%
Principal Financial Group
786
Principal Financial Group
Iowa
$512K +$383K +17,862 +296%
WG
787
Wealth Group
North Carolina
$506K +$136K +6,372 +37%
SWA
788
Stratos Wealth Advisors
Ohio
$505K +$505K +23,589 New
PWM
789
Power Wealth Management
Georgia
$503K +$503K +23,472 New
MMA
790
Miracle Mile Advisors
California
$501K – – –
M&T Bank
791
M&T Bank
New York
$500K -$111K -5,166 -18%
HR
792
Howe & Rusling
New York
$500K -$4.5K -210 -0.9%
MIC
793
Means Investment Company
Maine
$497K -$35.5K -1,656 -7%
WJWM
794
Williams Jones Wealth Management
New York
$494K +$1.29K +60 +0.3%
NEPWA
795
New England Private Wealth Advisors
Massachusetts
$493K – – –
MWA
796
Martel Wealth Advisors
Washington
$493K -$382K -17,823 -44%
CAL
797
Capital Analysts LLC
Pennsylvania
$493K +$324K +15,126 +192%
MPCA
798
Madison Park Capital Advisors
Washington
$492K +$25.7K +1,200 +6%
PA
799
Parkside Advisors
California
$489K – – –
PP
800
Patten & Patten
Tennessee
$487K – – –
30 31
32
33 34