SCHX icon

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 %
GCP
851
Gill Capital Partners
Colorado
$439K -$64.7K -2,859 -13%
BRIA
852
Balanced Rock Investment Advisors
Massachusetts
$437K -$6.11K -270 -1%
LWANC
853
Laurel Wealth Advisors (North Carolina)
North Carolina
$437K -$271 -12 -0.1%
ESB
854
Essex Savings Bank
Connecticut
$432K -$33.3K -1,473 -7%
GB
855
Goepper Burkhardt
South Carolina
$429K – – –
AWM
856
Aprio Wealth Management
Georgia
$428K -$14.9K -657 -3%
CCA
857
Cadent Capital Advisors
Oklahoma
$424K +$475 +21 +0.1%
DBIA
858
Dumont & Blake Investment Advisors
New Jersey
$422K -$461K -20,376 -52%
MWM
859
MBE Wealth Management
Wisconsin
$418K +$3.33K +147 +0.8%
GWM
860
Gray Wealth Management
Maine
$416K -$13.6K -600 -3%
MPCA
861
Madison Park Capital Advisors
Washington
$415K -$105K -4,644 -20%
HNB
862
Huntington National Bank
Ohio
$409K -$228K – –
CCP
863
Carmel Capital Partners
California
$408K +$10.2K +450 +3%
PTB
864
Pioneer Trust Bank
Oregon
$407K – – –
PFA
865
Pathway Financial Advisors
Vermont
$403K – – –
SAG
866
SageView Advisory Group
California
$403K -$25.4K -1,122 -6%
TA
867
TPG Advisors
Illinois
$402K +$679 +30 +0.2%
AIA
868
Armor Investment Advisors
North Carolina
$400K – – –
BC
869
Brio Consultants
California
$399K -$10.2K -450 -2%
CF
870
Centaurus Financial
California
$399K +$67.7K +2,994 +20%
EAM
871
Empirical Asset Management
Massachusetts
$398K -$2.38K -105 -0.6%
BWP
872
BSW Wealth Partners
Colorado
$397K -$68.5K -3,030 -15%
MLA
873
My Legacy Advisors
Oregon
$395K -$23.1K -1,023 -6%
RLWM
874
RF&L Wealth Management
Massachusetts
$394K – – –
RCA
875
Riverview Capital Advisers
Massachusetts
$391K +$2.17K +96 +0.6%
33 34
35
36 37