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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.

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
1
Charles Schwab
California
$9.58B
2
US Bancorp
2
US Bancorp
Minnesota
$920M
3
KOC
3
Koss-Olinger Consulting
Florida
$206M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$126M
5
AT
5
American Trust
Kentucky
$81.4M

Top Sellers

1
CWM
1
Campbell Wealth Management
Virginia
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$431M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$64.3M
4
FMP
4
Financial Management Professionals
Texas
$180K
5
BHB
5
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
76
Appleton Partners
Massachusetts
$41.9M -$763K -35,643 -2%
Wells Fargo
77
Wells Fargo
California
$41.4M +$699K +32,622 +2%
RA
78
Riversedge Advisors
Delaware
$40.6M -$3.95M -184,371 -9%
CAAM
79
Cornerstone Advisors Asset Management
Pennsylvania
$40.6M +$3.78M +176,559 +10%
CMP
80
Courage Miller Partners
Virginia
$40.5M -$448K -20,937 -1%
PRS
81
Pinkerton Retirement Specialists
Idaho
$40.2M -$5.83M -272,343 -13%
AFS
82
Access Financial Services
Minnesota
$38.6M -$414K -19,311 -1%
MWM
83
Modera Wealth Management
New Jersey
$37.4M -$752K -35,118 -2%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$37.4M -$2.7M -126,069 -7%
AA
85
Ashford Advisors
New York
$36.8M -$173K -8,085 -0.5%
EFG
86
Embree Financial Group
Illinois
$36.6M +$1.65M +77,208 +5%
MSWM
87
McGlone Suttner Wealth Management
Wisconsin
$36.5M +$143K +7,599 +0.4%
MTC
88
Matrix Trust Company
Colorado
$35.7M -$307K -14,328 -0.9%
LFG
89
Leverty Financial Group
Wisconsin
$35.4M -$1.24M -57,870 -3%
BAAM
90
Baker Avenue Asset Management
California
$35M +$54.4K +2,538 +0.2%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$34.4M -$148K -6,924 -0.4%
FVWA
92
Foster Victor Wealth Advisors
South Carolina
$33.5M -$1.18M -53,049 -3%
AF
93
Allworth Financial
California
$33.4M -$120K -5,541 -0.4%
MI
94
Moneywise Inc
Virginia
$32.7M -$1.14M -53,328 -3%
VC
95
Veery Capital
Delaware
$32.7M -$2.58M -120,486 -7%
DB
96
Dravo Bay
Delaware
$31.5M +$2.23M +103,944 +8%
NDSI
97
Newman Dignan & Sheerar Inc
Rhode Island
$31.5M +$701K +32,721 +2%
NFG
98
Northeast Financial Group
Pennsylvania
$31.4M +$1.03M +47,991 +3%
TCM
99
Tradewinds Capital Management
Washington
$31.1M +$30.1M +1,407,348 +3,021%
DWM
100
Destination Wealth Management
California
$30.8M -$3.5M -163,488 -10%
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4
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