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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 %
PB
901
Pinnacle Bancorp
Nebraska
$361K – – –
CAS
902
Coppell Advisory Solutions
Texas
$361K -$12.7K -564 -3%
NFA
903
Northern Financial Advisors
Michigan
$360K +$7.19K +318 +2%
WPW
904
Waldron Private Wealth
Pennsylvania
$359K +$359K +15,891 New
HCMT
905
Highland Capital Management (Tennessee)
Tennessee
$359K -$20.4K -900 -5%
SWM
906
Seaside Wealth Management
California
$359K – – –
CTC
907
Central Trust Company
Missouri
$357K -$49.3K -2,178 -12%
DIS
908
Diversified Investment Strategies
Louisiana
$356K -$5.09K -225 -1%
JIC
909
Joel Isaacson & Co
New York
$356K – – –
ASI
910
Advisory Services & Investments
Oregon
$356K – – –
CFO
911
Collective Family Office
Pennsylvania
$356K -$119K -5,250 -25%
JFG
912
JDM Financial Group
Texas
$355K -$231K -10,221 -39%
SSA
913
Sierra Summit Advisors
Nevada
$355K +$26.1K +1,155 +8%
GT
914
Greenleaf Trust
Michigan
$354K -$143K -6,333 -29%
NEWAS
915
N.E.W. Advisory Services
Wisconsin
$354K +$611 +27 +0.2%
CFA
916
Capstone Financial Advisors
Illinois
$352K +$352K +15,549 New
BWFA
917
Baltimore-Washington Financial Advisors
Maryland
$351K -$27.3K -1,206 -7%
PCI
918
Planning Center Inc
Illinois
$350K +$9.84K +435 +3%
CWA
919
Clarity Wealth Advisors
California
$349K -$19.1K -843 -5%
SG
920
StoneX Group
New York
$348K -$37.8K -1,671 -10%
GA
921
GoalVest Advisory
New York
$346K – – –
SIAS
922
Summit Investment Advisory Services
Minnesota
$342K +$342K +15,111 New
WCM
923
Weik Capital Management
Pennsylvania
$340K -$23.4K -1,035 -6%
FLA
924
Financial Life Advisors
Texas
$339K – – –
RBC
925
Romano Brothers & Co
Illinois
$339K +$339K +15,000 New
35 36
37
38 39