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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 %
BIAS
926
Beacon Investment Advisory Services
New Jersey
$307K +$36.7K +1,713 +14%
PSA
927
Plum Street Advisors
Louisiana
$304K – – –
QWM
928
Quadcap Wealth Management
Texas
$302K – – –
FCA
929
FinTrust Capital Advisors
South Carolina
$302K -$13.5K -630 -4%
SAA
930
Southeast Asset Advisors
Georgia
$300K – – –
Members Trust
931
Members Trust
Florida
$300K – – –
CWM
932
Connecticut Wealth Management
Connecticut
$299K -$11.1K -516 -4%
TPWA
933
TRUE Private Wealth Advisors
Oregon
$299K – – –
ML
934
Mayport LLC
Massachusetts
$298K -$964 -45 -0.3%
TAM
935
Titleist Asset Management
Texas
$298K – – –
WWM
936
Wagner Wealth Management
South Carolina
$298K +$4.76K +222 +2%
LGWM
937
Litman Gregory Wealth Management
California
$297K – – –
SIA
938
SeaBridge Investment Advisors
New Jersey
$296K – – –
CAG
939
Curtis Advisory Group
California
$295K +$321 +15 +0.1%
FMII
940
Farmers & Merchants Investments Inc
Nebraska
$295K +$5.2K +243 +2%
CWP
941
Capital Wealth Planning
Florida
$295K +$13.8K +642 +5%
HCP
942
Hexagon Capital Partners
Arkansas
$294K -$10.2K -474 -3%
CCAL
943
City Center Advisors LLC
Michigan
$294K – – –
SF
944
Summit Financial
New Jersey
$294K +$294K +13,701 New
MA
945
Montag & Associates
Georgia
$292K – – –
GFS
946
GYL Financial Synergies
Connecticut
$292K +$292K +13,617 New
WP
947
WMS Partners
Maryland
$289K +$289K +13,512 New
BWA
948
Bordeaux Wealth Advisors
California
$289K +$16.1K +750 +6%
PBF
949
Petix & Botte Financial
California
$288K +$288K +13,464 New
CCG
950
Cypress Capital Group
Florida
$287K -$35.1K -1,638 -11%
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38
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