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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,241 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, 449 reducing their positions, and 63 closing their positions.

Holders
1,241
Holders Change
+29
Holders Change %
+2.39%
% of All Funds
17.95%
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
449
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.4B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$579M
3
CWM
3
Campbell Wealth Management
Virginia
$347M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$314M
5
SA
5
Scarborough Advisors
Maryland
$107M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$382M
3
DB
3
Dravo Bay
Delaware
$1.2M
4
TCM
4
Tradewinds Capital Management
Washington
$4.19M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
76
Buffington Mohr McNeal
Idaho
$47.6M +$574K +25,365 +1%
HI
77
Harbour Investments
Wisconsin
$47.3M +$735K +32,517 +2%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$46.7M +$7.19M +317,877 +18%
AP
79
Appleton Partners
Massachusetts
$43.7M -$502K -22,200 -1%
Wells Fargo
80
Wells Fargo
California
$43.2M -$543K -24,012 -1%
BAAM
81
Baker Avenue Asset Management
California
$43.2M +$6.16M +272,286 +17%
IAS
82
IMA Advisory Services
Colorado
$42.6M +$42.6M +1,885,440 New
PRS
83
Pinkerton Retirement Specialists
Idaho
$42.6M +$177K +7,806 +0.4%
RA
84
Riversedge Advisors
Delaware
$41.6M -$1.33M -58,980 -3%
CMP
85
Courage Miller Partners
Virginia
$41.3M -$1.47M -64,923 -3%
NFG
86
Northeast Financial Group
Pennsylvania
$39.8M +$6.64M +293,634 +20%
EFG
87
Embree Financial Group
Illinois
$39.5M +$822K +36,366 +2%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$39.2M +$2.88M +127,143 +8%
VNA
89
Valley National Advisers
Pennsylvania
$39M -$13.6M -601,122 -26%
AA
90
Ashford Advisors
New York
$38.8M -$51.2K -2,265 -0.1%
MWM
91
Modera Wealth Management
New Jersey
$37.9M -$1.68M -74,235 -4%
RCM
92
Richardson Capital Management
Wisconsin
$37.2M +$5.23M +231,129 +16%
SEM
93
Strategic Equity Management
Arizona
$35.6M +$8.03M +354,957 +29%
AFS
94
Access Financial Services
Minnesota
$35.4M -$5.3M -234,420 -13%
NDSI
95
Newman Dignan & Sheerar Inc
Rhode Island
$34.4M +$23.1M +3,024,708 +206%
MSWM
96
McGlone Suttner Wealth Management
Wisconsin
$34.2M -$9.7M -428,688 -22%
FVWA
97
Foster Victor Wealth Advisors
South Carolina
$32.8M -$1.43M -62,841 -4%
MTC
98
Matrix Trust Company
Colorado
$32.7M -$4.96M -219,282 -13%
FI
99
FIDELIS iM
Oregon
$32.4M +$413K +18,240 +1%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$32.3M +$913K +40,374 +3%
2 3
4
5 6