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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 %
NWMG
976
National Wealth Management Group
Ohio
$299K +$299K +13,215 New
RWA
977
River Wealth Advisors
Pennsylvania
$295K -$169K -7,464 -36%
WWM
978
Wagner Wealth Management
South Carolina
$295K -$19.1K -846 -6%
ACP
979
Aviance Capital Partners
Florida
$294K +$68 +3 +0%
MSS
980
Mitchell Sinkler & Starr
Pennsylvania
$293K +$28.8K +1,275 +11%
CF
981
Clarity Financial
Texas
$293K +$293K +12,945 New
Franklin Resources
982
Franklin Resources
California
$293K – – –
UAS
983
United Asset Strategies
New York
$293K +$19.7K +873 +7%
M
984
MOTCO
Texas
$292K – – –
OCG
985
Opus Capital Group
Ohio
$291K – – –
PCM
986
Palouse Capital Management
Washington
$290K -$2.31K -102 -0.8%
TIA
987
Tiemann Investment Advisors
California
$290K – – –
OAM
988
Oppenheimer Asset Management
New York
$288K – – –
GAM
989
GEM Asset Management
Michigan
$288K -$3.23K -144 -1%
CT
990
Clearstead Trust
Maine
$287K – – –
BSI
991
Bennett Selby Investments
Maine
$285K – – –
AIIMS
992
Analyst IMS Investment Management Services
Israel
$285K – – –
CIAS
993
Capital Investment Advisory Services
North Carolina
$284K +$5.43K +240 +2%
SCA
994
Snowden Capital Advisors
New York
$283K +$9.16K +405 +3%
MSF
995
Mustard Seed Financial
Arkansas
$282K +$1.56K +69 +0.6%
FIC
996
Family Investment Center
Missouri
$282K +$204 +9 +0.1%
C
997
CEDRUS
Colorado
$280K -$81.3K -3,594 -22%
CPC
998
Consolidated Planning Corp
Georgia
$280K – – –
FWP
999
Falcon Wealth Planning
California
$280K +$7.12K +315 +3%
MBFW
1000
Morton Brown Family Wealth
Pennsylvania
$279K – – –
38 39
40
41 42