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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 %
EFA
776
Evernest Financial Advisors
Indiana
$595K +$2.04K +90 +0.3%
MIM
777
Moseley Investment Management
Florida
$590K -$11.1K -489 -2%
HIM
778
Harbour Investment Management
Washington
$589K – – –
SCM
779
Spreng Capital Management
Ohio
$583K -$766K -33,849 -57%
VBFP
780
Valtinson Bruner Financial Planning
Minnesota
$580K +$580K +25,635 New
MMA
781
Miracle Mile Advisors
California
$577K +$47.4K +2,097 +9%
TWA
782
TCI Wealth Advisors
Arizona
$570K +$112K +4,944 +24%
VPP
783
Vertex Planning Partners
Illinois
$567K – – –
RCAG
784
Rehmann Capital Advisory Group
Michigan
$566K +$814 +36 +0.1%
WG
785
Wealth Group
North Carolina
$561K +$26.3K +1,161 +5%
WN
786
Williams & Novak
California
$549K -$6.17K -273 -1%
NEPWA
787
New England Private Wealth Advisors
Massachusetts
$549K +$27.5K +1,218 +5%
MAG
788
Mayfair Advisory Group
Alabama
$546K +$1.83K +81 +0.3%
FMN
789
Financial Management Network
California
$543K +$1.49K +66 +0.3%
FCB
790
First County Bank
Connecticut
$543K -$83.2K -3,678 -13%
AIM
791
Acropolis Investment Management
Missouri
$543K +$102K +4,530 +23%
Principal Financial Group
792
Principal Financial Group
Iowa
$540K – – –
RFA
793
Resurgent Financial Advisors
Georgia
$538K -$4.48K -198 -0.8%
Natixis Advisors
794
Natixis Advisors
Massachusetts
$537K +$107K +14,181 +25%
WJWM
795
Williams Jones Wealth Management
New York
$535K +$13.5K +597 +3%
AWM
796
Austin Wealth Management
Texas
$535K +$55.9K +2,496 +12%
NL
797
NWAM LLC
Washington
$532K +$532K +23,529 New
M&T Bank
798
M&T Bank
New York
$528K – – –
NFG
799
Nations Financial Group
Iowa
$527K -$30.2K -1,335 -5%
MIC
800
Means Investment Company
Maine
$524K – – –
30 31
32
33 34