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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 %
AA
801
AlphaQ Advisors
Florida
$524K -$17.6K -780 -3%
First Manhattan
802
First Manhattan
New York
$523K +$11.7K +516 +2%
SPIA
803
Steward Partners Investment Advisory
New York
$518K +$41.8K +1,848 +9%
MG
804
Mather Group
Illinois
$516K -$217K -9,579 -30%
PWA
805
Physician Wealth Advisors
Utah
$515K +$419K +54,960 +440%
PA
806
Parkside Advisors
California
$514K – – –
PP
807
Patten & Patten
Tennessee
$514K – – –
NB
808
NBT Bank
New York
$511K -$66.4K -2,937 -11%
CW
809
CreativeOne Wealth
Kansas
$510K +$77.8K +3,438 +18%
CG
810
CFO4Life Group
Texas
$510K +$87.2K +3,855 +21%
MCM
811
Mainstay Capital Management
Michigan
$505K -$835K -36,912 -62%
DP
812
DDD Partners
Washington
$500K +$71.6K +3,165 +17%
KWA
813
Kingswood Wealth Advisors
California
$499K +$93.1K +4,119 +23%
MCCP
814
Mission Creek Capital Partners
California
$499K – – –
LSC
815
Lesa Sroufe & Co
Washington
$497K +$5.63K +249 +1%
HFS
816
Heritage Financial Services
Massachusetts
$495K – – –
AAG
817
Armstrong Advisory Group
Massachusetts
$492K +$216K +9,549 +78%
AP
818
Aspect Partners
Virginia
$489K – – –
1IA
819
1834 Investment Advisors
Wisconsin
$488K – – –
C
820
Certuity
Florida
$487K -$798K -35,298 -62%
MWA
821
Martel Wealth Advisors
Washington
$486K -$34K -1,503 -7%
LJAC
822
L.J. Altfest & Co
New York
$485K -$1.22K -54 -0.3%
AWM
823
Aspire Wealth Management
Massachusetts
$483K – – –
SWA
824
Stratos Wealth Advisors
Ohio
$481K -$52.7K -2,331 -10%
FF
825
Francis Financial
$480K +$135K +5,952 +39%
31 32
33
34 35