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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
$9.58B
2
US Bancorp
US Bancorp
Minnesota
$920M
3
KOC
Koss-Olinger Consulting
Florida
$206M
4
BWA
BlueSky Wealth Advisors
North Carolina
$126M
5
AT
American Trust
Kentucky
$81.4M

Top Sellers

1
CWM
Campbell Wealth Management
Virginia
$0
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$431M
3
IWC
Integrated Wealth Concepts
Massachusetts
$64.3M
4
FMP
Financial Management Professionals
Texas
$180K
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
801
Gill Capital Partners
Colorado
$477K +$51.6K +2,409 +12%
MCCP
802
Mission Creek Capital Partners
California
$473K – – –
GT
803
Greenleaf Trust
Michigan
$471K +$208K +9,723 +79%
HFS
804
Heritage Financial Services
Massachusetts
$469K – – –
AWM
805
Austin Wealth Management
Texas
$469K +$191K +8,730 +69%
LSC
806
Lesa Sroufe & Co
Washington
$465K +$3.34K +156 +0.7%
WF
807
WoodTrust Financial
Wisconsin
$463K +$463K +21,600 New
AP
808
Aspect Partners
Virginia
$463K – – –
1IA
809
1834 Investment Advisors
Wisconsin
$462K – – –
LJAC
810
L.J. Altfest & Co
New York
$460K +$73.9K +3,450 +19%
AWM
811
Aspire Wealth Management
Massachusetts
$457K – – –
MCM
812
Morton Capital Management
California
$457K -$1.74K -81 -0.4%
MWA
813
Motive Wealth Advisors
Michigan
$454K – – –
LC
814
LCNB Corp
Ohio
$452K – – –
MP
815
McDonald Partners
Ohio
$451K – – –
SPIA
816
Steward Partners Investment Advisory
New York
$451K +$32.1K +1,500 +8%
RGF
817
Retirement Guys Formula
Ohio
$450K -$15.2K -708 -3%
GA
818
Goldstein Advisors
Wisconsin
$450K +$65.3K +3,048 +17%
CFO
819
Collective Family Office
Pennsylvania
$449K – – –
IWP
820
IAG Wealth Partners
Wisconsin
$449K -$115K -5,391 -20%
BTI
821
Blue Trust Inc
Georgia
$446K – – –
AIM
822
AHL Investment Management
Florida
$442K – – –
PMFA
823
Plante Moran Financial Advisors
Michigan
$442K -$2.96K -138 -0.7%
BWP
824
BSW Wealth Partners
Colorado
$441K -$200K -9,357 -31%
ESB
825
Essex Savings Bank
Connecticut
$440K +$15.1K +705 +4%
31 32
33
34 35