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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 %
Koshinski Asset Management
926
Koshinski Asset Management
Illinois
$338K -$62.6K -2,769 -16%
LI
927
Lafayette Investments
Maryland
$338K +$13.2K +585 +4%
WGC
928
Watts Gwilliam & Co
Arizona
$338K +$338K +14,952 New
DT
929
Diversified Trust
Tennessee
$338K – – –
RPA
930
Rock Point Advisors
Vermont
$336K -$12.6K -555 -4%
WFAG
931
Worth Financial Advisory Group
North Carolina
$334K +$61.7K +2,730 +23%
SS
932
Sound Stewardship
Kansas
$334K -$13.2K -582 -4%
IFA
933
Index Fund Advisors
California
$334K +$107K +4,749 +47%
FC
934
Fusion Capital
South Carolina
$332K -$10.2K -450 -3%
VV
935
Verity & Verity
South Carolina
$331K – – –
WW
936
Westshore Wealth
California
$331K +$2.04K +90 +0.6%
OSAM
937
O'Shaughnessy Asset Management
Connecticut
$329K – – –
HIF
938
Hill Island Financial
Michigan
$328K +$679 +30 +0.2%
RIL
939
Rothschild Investment LLC
Illinois
$327K +$322K +14,253 +6,692%
4WM
940
49 Wealth Management
Texas
$325K +$325K +14,373 New
DC
941
Davenport & Co
Virginia
$322K +$79.9K +3,534 +33%
PSA
942
Plum Street Advisors
Louisiana
$321K – – –
AL
943
ACAS LLC
California
$319K -$6.72K -297 -2%
SAA
944
Southeast Asset Advisors
Georgia
$317K – – –
Members Trust
945
Members Trust
Florida
$317K – – –
CWM
946
Connecticut Wealth Management
Connecticut
$316K +$136 +6 +0%
TPWA
947
TRUE Private Wealth Advisors
Oregon
$316K – – –
ML
948
Mayport LLC
Massachusetts
$315K – – –
TAM
949
Titleist Asset Management
Texas
$314K – – –
LGWM
950
Litman Gregory Wealth Management
California
$313K – – –
36 37
38
39 40