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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 %
CIAS
976
Capital Investment Advisory Services
North Carolina
$263K -$33K -1,539 -11%
BC
977
Bowman & Company
Wisconsin
$262K – – –
NAMNJ
978
NorthStar Asset Management (New Jersey)
New Jersey
$262K -$46.6K -2,178 -15%
SAS
979
SMI Advisory Services
Indiana
$262K +$262K +11,991 New
AAG
980
Armstrong Advisory Group
Massachusetts
$262K +$251K +11,697 +2,228%
TWM
981
Tradition Wealth Management
Minnesota
$262K -$321 -15 -0.1%
PCM
982
Presidio Capital Management
California
$262K – – –
RFA
983
Rollins Financial Advisors
New York
$261K +$30.5K +1,425 +13%
SCA
984
Snowden Capital Advisors
New York
$260K – – –
MSA
985
McAlister Sweet & Associates
Texas
$260K – – –
TFA
986
Tobias Financial Advisors
Florida
$259K – – –
FWP
987
Falcon Wealth Planning
California
$258K – – –
UAS
988
United Asset Strategies
New York
$258K +$42.7K +1,995 +20%
WFAG
989
Worth Financial Advisory Group
North Carolina
$258K +$258K +12,045 New
KHCM
990
Kirtland Hills Capital Management
Ohio
$257K – – –
BBA
991
Braun-Bostich & Associates
Pennsylvania
$256K -$28.5K -1,329 -10%
MSS
992
Mitchell Sinkler & Starr
Pennsylvania
$255K +$196K +9,000 +333%
SIA
993
Soltis Investment Advisors
Utah
$251K -$3.86K -180 -2%
HT
994
Headlands Technologies
Illinois
$250K +$237K +11,067 +1,845%
MIC
995
Meridian Investment Counsel
California
$250K – – –
BWM
996
Brown Wealth Management
Illinois
$248K -$37.6K -1,755 -13%
AC
997
Apella Capital
Connecticut
$247K +$247K +11,325 New
CSPIA
998
Cary Street Partners Investment Advisory
Virginia
$247K -$142K -6,624 -37%
IF
999
Intrua Financial
Texas
$245K -$7.39K -345 -3%
ST
1000
Smithfield Trust
Pennsylvania
$245K – – –
38 39
40
41 42