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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 %
LIM
851
Lathrop Investment Management
Arkansas
$392K -$17.2K -804 -4%
EP
852
Edgestream Partners
New Jersey
$389K -$75.3K -3,516 -16%
BC
853
Brio Consultants
California
$388K – – –
Koshinski Asset Management
854
Koshinski Asset Management
Illinois
$387K +$31.7K +1,449 +9%
PTB
855
Pioneer Trust Bank
Oregon
$386K – – –
CTC
856
Central Trust Company
Missouri
$385K +$46.6K +2,178 +14%
KWA
857
Kingswood Wealth Advisors
California
$385K +$61.4K +2,868 +19%
DIA
858
Dana Investment Advisors
Wisconsin
$382K +$33K +1,539 +9%
PFA
859
Pathway Financial Advisors
Vermont
$382K – – –
TA
860
TPG Advisors
Illinois
$380K +$380K +17,754 New
EAM
861
Empirical Asset Management
Massachusetts
$379K -$26.2K -1,221 -6%
AIA
862
Armor Investment Advisors
North Carolina
$378K -$321 -15 -0.1%
VBFG
863
Vishria Bird Financial Group
Tennessee
$378K – – –
FA
864
FC Advisory
Pennsylvania
$377K -$2.12K -99 -0.6%
CCP
865
Carmel Capital Partners
California
$377K – – –
ACM
866
Armbruster Capital Management
New York
$374K -$39.2K -1,830 -9%
RLWM
867
RF&L Wealth Management
Massachusetts
$373K – – –
RCA
868
Riverview Capital Advisers
Massachusetts
$368K – – –
PIM
869
Penobscot Investment Management
Massachusetts
$367K -$50K -2,334 -12%
Marshall Wace
870
Marshall Wace
United Kingdom
$367K +$367K +17,118 New
SG
871
StoneX Group
New York
$366K +$43.5K +2,025 +13%
FPW
872
Flagship Private Wealth
Massachusetts
$365K -$28.1K -1,314 -7%
SW
873
SVB Wealth
Massachusetts
$364K -$109K -5,073 -23%
RW
874
Regimen Wealth
Georgia
$362K +$385 +18 +0.1%
PMG
875
ProVise Management Group
Florida
$360K +$64 +3 +0%
33 34
35
36 37