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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 %
MCM
826
Morton Capital Management
California
$479K -$3.39K -150 -0.7%
LC
827
LCNB Corp
Ohio
$478K – – –
GA
828
Goldstein Advisors
Wisconsin
$477K +$1.36K +60 +0.3%
MP
829
McDonald Partners
Ohio
$476K – – –
GWM
830
GSB Wealth Management
Connecticut
$475K -$107K -4,740 -18%
IWP
831
IAG Wealth Partners
Wisconsin
$474K – – –
RGF
832
Retirement Guys Formula
Ohio
$468K -$7.33K -324 -2%
AWM
833
Accurate Wealth Management
Florida
$468K +$280K +36,759 +149%
AIM
834
AHL Investment Management
Florida
$467K – – –
BWA
835
Bordeaux Wealth Advisors
California
$467K +$161K +7,137 +53%
JLBC
836
J.L. Bainbridge & Co
Florida
$466K +$466K +20,586 New
EFL
837
ERn Financial LLC
Wisconsin
$465K +$2.04K +90 +0.4%
HR
838
Howe & Rusling
New York
$465K -$63K -2,787 -12%
RFP
839
Root Financial Partners
California
$463K +$475 +21 +0.1%
MWA
840
Motive Wealth Advisors
Michigan
$454K – – –
DFA
841
DHJJ Financial Advisors
Illinois
$454K – – –
BBA
842
BLB&B Advisors
Pennsylvania
$454K +$454K +20,058 New
PAM
843
Peak Asset Management
Colorado
$453K -$261K -11,550 -37%
PAM
844
Pegasus Asset Management
New York
$450K -$7.12K -315 -2%
BTI
845
Blue Trust Inc
Georgia
$449K -$12.3K -576 -3%
LWMNY
846
Landmark Wealth Management (New York)
New York
$448K +$448K +19,818 New
Baird Financial Group
847
Baird Financial Group
Wisconsin
$447K +$116K +5,151 +35%
HWA
848
Heartwood Wealth Advisors
Virginia
$446K – – –
DIA
849
Dana Investment Advisors
Wisconsin
$445K +$41.2K +1,821 +10%
PK
850
Pflug Koory
Nebraska
$443K +$443K +19,587 New
32 33
34
35 36