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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 %
RWA
826
River Wealth Advisors
Pennsylvania
$439K +$159K +7,419 +57%
RFP
827
Root Financial Partners
California
$438K +$16.6K +777 +4%
EFL
828
ERn Financial LLC
Wisconsin
$438K -$6.88K -321 -2%
TWA
829
TCI Wealth Advisors
Arizona
$434K -$2.96K -138 -0.7%
PAM
830
Pegasus Asset Management
New York
$433K -$57.2K -2,670 -12%
DFA
831
DHJJ Financial Advisors
Illinois
$430K -$41.2K -1,926 -9%
H
832
HoyleCohen
California
$426K -$268K -12,507 -39%
HWA
833
Heartwood Wealth Advisors
Virginia
$422K – – –
BRIA
834
Balanced Rock Investment Advisors
Massachusetts
$420K – – –
AWM
835
Aprio Wealth Management
Georgia
$419K – – –
AIM
836
Acropolis Investment Management
Missouri
$417K – – –
LWANC
837
Laurel Wealth Advisors (North Carolina)
North Carolina
$414K -$28.6K -1,335 -6%
CW
838
CreativeOne Wealth
Kansas
$410K -$64.1K -2,991 -14%
PFGIA
839
Patriot Financial Group Insurance Agency
Massachusetts
$410K -$3.98K -186 -1%
GB
840
Goepper Burkhardt
South Carolina
$407K – – –
GWM
841
Gray Wealth Management
Maine
$407K +$578 +27 +0.1%
TAM
842
Tucker Asset Management
Colorado
$407K +$34.6K +1,617 +9%
SAG
843
SageView Advisory Group
California
$405K -$237K -11,055 -37%
DP
844
DDD Partners
Washington
$405K -$35K -1,635 -8%
CCA
845
Cadent Capital Advisors
Oklahoma
$401K – – –
CG
846
CFO4Life Group
Texas
$401K +$128 +6 +0%
ACM
847
Advisors Capital Management
New Jersey
$398K +$26.3K +1,227 +7%
MLA
848
My Legacy Advisors
Oregon
$396K -$74.3K -3,471 -16%
DADC
849
D.A. Davidson & Co
Montana
$396K +$20.9K +975 +6%
MWM
850
MBE Wealth Management
Wisconsin
$392K +$6.23K +291 +2%
32 33
34
35 36