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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 %
NEWAS
901
N.E.W. Advisory Services
Wisconsin
$334K +$334K +15,615 New
NFA
902
Northern Financial Advisors
Michigan
$334K -$72.5K -3,384 -18%
RWM
903
Revisor Wealth Management
Ohio
$333K -$58K -2,709 -15%
PFA
904
Pure Financial Advisors
California
$331K +$331K +15,471 New
TSS
905
Two Sigma Securities
New York
$331K +$331K +15,447 New
RPA
906
Rock Point Advisors
Vermont
$330K -$321 -15 -0.1%
SS
907
Sound Stewardship
Kansas
$329K -$4.3K -201 -1%
VBWMG
908
Von Berge Wealth Management Group
California
$328K – – –
GA
909
GoalVest Advisory
New York
$328K -$129K -6,000 -28%
FF
910
Francis Financial
$327K +$327K +15,288 New
FC
911
Fusion Capital
South Carolina
$324K -$964 -45 -0.3%
FA
912
FSA Advisors
Michigan
$324K -$6.33K -297 -2%
PCI
913
Planning Center Inc
Illinois
$322K – – –
FLA
914
Financial Life Advisors
Texas
$321K – – –
DT
915
Diversified Trust
Tennessee
$320K – – –
SPW
916
Sonoma Private Wealth
California
$319K -$435K -20,310 -58%
CF
917
Centaurus Financial
California
$314K -$253K -11,787 -45%
VV
918
Verity & Verity
South Carolina
$314K -$64 -3 -0%
AL
919
ACAS LLC
California
$313K -$52.9K -2,436 -14%
Baird Financial Group
920
Baird Financial Group
Wisconsin
$313K – – –
WW
921
Westshore Wealth
California
$312K – – –
SSA
922
Sierra Summit Advisors
Nevada
$311K +$23.8K +1,110 +8%
IWN
923
Independent Wealth Network
Iowa
$311K -$34.8K -1,626 -10%
HIF
924
Hill Island Financial
Michigan
$310K -$80K -3,735 -21%
LI
925
Lafayette Investments
Maryland
$308K +$25.6K +1,194 +9%
35 36
37
38 39