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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 %
CWP
951
Capital Wealth Planning
Florida
$313K +$1.02K +45 +0.3%
SIA
952
SeaBridge Investment Advisors
New Jersey
$312K – – –
CAG
953
Curtis Advisory Group
California
$312K +$68 +3 +0%
FMII
954
Farmers & Merchants Investments Inc
Nebraska
$312K – – –
GGV
955
GG Group Ventures
Florida
$312K +$208K +26,532 +200%
JWM
956
JFG Wealth Management
Colorado
$309K +$309K +13,677 New
GFS
957
GYL Financial Synergies
Connecticut
$308K – – –
EB
958
Eastern Bank
Massachusetts
$307K +$307K +13,590 New
MA
959
Montag & Associates
Georgia
$307K – – –
FCA
960
FinTrust Capital Advisors
South Carolina
$307K -$12.5K -552 -4%
MCC
961
Money Concepts Capital
Florida
$306K -$3.11M -137,493 -91%
PIA
962
Panoramic Investment Advisors
Colorado
$306K +$306K +13,530 New
TIM
963
Total Investment Management
Arizona
$305K +$305K +13,482 New
PBF
964
Petix & Botte Financial
California
$305K – – –
AWP
965
Abacus Wealth Partners
California
$304K +$304K +13,458 New
SAS
966
SMI Advisory Services
Indiana
$303K +$32.1K +1,419 +12%
FA
967
FSA Advisors
Michigan
$303K -$39.3K -1,746 -11%
MIM
968
Macroview Investment Management
Maryland
$303K +$5.43K +240 +2%
HIP
969
HUB Investment Partners
Texas
$302K +$4.21K +186 +1%
RI
970
Rinkey Investments
California
$302K +$48.3K +2,136 +19%
BAM
971
BOS Asset Management
Illinois
$302K – – –
PWM
972
Peterson Wealth Management
Nevada
$301K – – –
IWN
973
Independent Wealth Network
Iowa
$301K -$27.8K -1,227 -8%
FG
974
Fairman Group
Pennsylvania
$300K +$204 +9 +0.1%
IAA
975
Independent Advisor Alliance
North Carolina
$300K +$43K +1,902 +17%
37 38
39
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