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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 %
BIAS
876
Beacon Investment Advisory Services
New Jersey
$390K +$66.2K +2,928 +20%
PIM
877
Penobscot Investment Management
Massachusetts
$387K – – –
PMG
878
ProVise Management Group
Florida
$386K +$5.16K +228 +1%
EWM
879
Executive Wealth Management
Michigan
$385K +$385K +17,022 New
FPW
880
Flagship Private Wealth
Massachusetts
$385K – – –
RW
881
Regimen Wealth
Georgia
$385K +$2.38K +105 +0.6%
MFG
882
Merit Financial Group
Georgia
$383K +$7.87K +348 +2%
HI
883
Hudock Inc
Pennsylvania
$382K +$10.5K +465 +3%
RWM
884
Revisor Wealth Management
Ohio
$381K +$29.7K +1,314 +8%
NFC
885
Northeast Financial Consultants
Connecticut
$380K – – –
VA
886
Vident Advisory
Georgia
$379K – – –
MA
887
Modus Advisors
Minnesota
$379K – – –
DADC
888
D.A. Davidson & Co
Montana
$377K -$40.7K -1,800 -10%
ABC
889
Associated Banc-Corp
Wisconsin
$374K -$5.56K -246 -1%
BAM
890
Bellevue Asset Management
Washington
$373K +$136 +6 +0%
BlackRock
891
BlackRock
New York
$373K -$6.92K -306 -2%
SPW
892
Sonoma Private Wealth
California
$371K +$33.9K +1,500 +10%
ACP
893
Aveo Capital Partners
Colorado
$368K – – –
EIG
894
Ellenbecker Investment Group
Wisconsin
$367K +$204 +9 +0.1%
BFA
895
Bright Financial Advisors
Michigan
$365K +$2.24K +99 +0.6%
FA
896
FC Advisory
Pennsylvania
$365K -$33.4K -1,479 -8%
PFGIA
897
Patriot Financial Group Insurance Agency
Massachusetts
$364K -$68.2K -3,015 -16%
Qube Research & Technologies (QRT)
898
Qube Research & Technologies (QRT)
United Kingdom
$364K -$633K -28,008 -63%
PCMC
899
Planning Capital Management Corporation
Pennsylvania
$362K -$14.9K -657 -4%
AFG
900
Atomi Financial Group
New York
$361K -$1.49K -66 -0.4%
34 35
36
37 38