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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 %
NFC
876
Northeast Financial Consultants
Connecticut
$360K – – –
BlackRock
877
BlackRock
New York
$359K +$102K +4,773 +40%
ABC
878
Associated Banc-Corp
Wisconsin
$359K -$15.4K -717 -4%
HCMT
879
Highland Capital Management (Tennessee)
Tennessee
$359K – – –
VA
880
Vident Advisory
Georgia
$359K – – –
BWFA
881
Baltimore-Washington Financial Advisors
Maryland
$359K +$32.9K +1,536 +10%
MA
882
Modus Advisors
Minnesota
$359K – – –
PCMC
883
Planning Capital Management Corporation
Pennsylvania
$357K – – –
VCWA
884
Vanguard Capital Wealth Advisors
Colorado
$357K -$17K -795 -5%
MFG
885
Merit Financial Group
Georgia
$355K +$15.9K +744 +5%
CAS
886
Coppell Advisory Solutions
Texas
$355K +$355K +16,569 New
BAM
887
Bellevue Asset Management
Washington
$353K – – –
HI
888
Hudock Inc
Pennsylvania
$352K – – –
CWA
889
Clarity Wealth Advisors
California
$348K -$1.99K -93 -0.6%
ACP
890
Aveo Capital Partners
Colorado
$348K – – –
EIG
891
Ellenbecker Investment Group
Wisconsin
$348K – – –
WCM
892
Weik Capital Management
Pennsylvania
$344K -$4.82K -225 -1%
BFA
893
Bright Financial Advisors
Michigan
$344K +$344K +16,041 New
AFG
894
Atomi Financial Group
New York
$344K +$85.6K +3,996 +33%
DIS
895
Diversified Investment Strategies
Louisiana
$342K +$20K +936 +6%
C
896
CEDRUS
Colorado
$342K -$1.09K -51 -0.3%
PB
897
Pinnacle Bancorp
Nebraska
$342K – – –
SWM
898
Seaside Wealth Management
California
$339K – – –
JIC
899
Joel Isaacson & Co
New York
$337K – – –
ASI
900
Advisory Services & Investments
Oregon
$337K – – –
34 35
36
37 38